Running reports

Updated 2 years ago

In Beacon, you can run reports on any data you have stored in your database. This includes the standard record types like people and payments and any custom record types you've created as well.

To run a report, visit the reports page in the sidebar.

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link Creating a report

You can report on any kind of record in your Beacon account. For example - let's look at all payments in our Beacon database, grouped by the type field:

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This shows the number of payments, grouped by the payment type.

We can also change the "metric" to sum of amount to show the total amount paid, grouped by the payment type.

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link Using reports with filters

It's also possible to run reports on a filtered set of your data. For example, you might want to:

  • Show the new volunteers added this year
  • Show payments grouped by source that were donations
  • Show the payments grouped by type that happened in the last 30 days

To filter the data you report on, click the filter icon, and then add your filters. The report will be auto-updated.

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