List Reports
A List Report is the most common report type in DonorPoint. It presents a tabular view of records matching a query, with flexible column selection, filtering, sorting, aggregation, and export. List Reports are the primary tool for data extraction and operational reporting.
Working with a List Report
When you open a List Report, the results load automatically. You can then:
- Select columns — click the column selector to choose which fields to display; custom fields defined on the relevant record type are available as columns
- Filter — click Filter to narrow results by any field value, date range, or related record
- Sort — click any column header to sort by that column; click again to reverse
- Aggregate — for numeric columns, toggle sum, average, or count aggregations at the bottom of the table
- Search — type in the search box to filter results by name or key identifier
Exporting
Click Export to download the current results as an Excel or CSV file. The export includes all rows matching the active filters — not just the current page.
Export files are limited to 10,000 rows. For larger datasets, refine your filters or contact DonorPoint to discuss a data extract.
Saving Views
After configuring columns and filters, click Save as to save the configuration as a named view. Saved views appear in the Views dropdown for quick access. Views can be marked as your default or shared with other users in your account.
Running in Context
List Reports associated with a specific record type appear on the Reports tab of that record’s edit page, automatically filtered to that record. For example, a “Transactions by Contact” report appears on each Contact’s Reports tab and runs pre-filtered to that contact.
Combining Data
List Reports can join data across related records. A single report can show contact fields, transaction fields, and custom field values together. The report query defines which relationships to traverse.
See Scheduled Reports for how to set up automatic email delivery of List Reports.