--- title: How do I build a custom report for fundraising data? description: Learn how to build, save, and download custom fundraising reports with Core ActBlue’s Report Builder --- [Skip to content](https://help.actblue.com/hc/en-us/articles/16870091011735-how-do-i-build-a-custom-report#main-content) English - United States Show submenu for translations ![ActBlue](https://help.actblue.com/hubfs/1-B-AB-HorizontalLockupLogo-FullColor-RGB.svg) Open main navigation Close main navigation - English - United States Show submenu for translations - [Contact us](https://help.actblue.com/hc/en-us/requests/new) [Contact us](https://help.actblue.com/hc/en-us/requests/new) How can we help you? - There are no suggestions because the search field is empty. 1. [ActBlue Support Documentation](https://help.actblue.com/hc/en-us) 2. [Core ActBlue](https://help.actblue.com/hc/en-us/core-actblue) 3. [Reporting & Accessing Your Core Fundraising Data](https://help.actblue.com/hc/en-us/core-actblue#reporting-accessing-your-core-fundraising-data) # How do I build a custom report for fundraising data? This article explains how users can use Core ActBlue’s Report Builder to create and download custom CSV spreadsheets of fundraising data. It walks through building a report from the Report Builder tab and then generating t. It explains how to save column and filter selections as a reusable template, how to re-run a template with any date range and export it as CSV or Google Sheets, and how to download finished reports from the Recently Generated Reports section where they stay available for 24 hours. Users can opt for an email notification when large reports finish generating. **Disclaimer:** [ActBlue user roles and permissions](https://help.actblue.com/hc/en-us/articles/16870076456599-how-do-i-enable-specific-user-roles-and-permissions)dictate what users can do on our platform. If the tools or features mentioned in this article are unavailable to you, please speak to your Dashboard Admin(s) about updating your permissions.  --- ### **In this article:** 1. [What is the Report Builder?](https://help.actblue.com/hc/en-us/articles/16870091011735-how-do-i-build-a-custom-report#what-is) 2. [How can I build and download a custom report with the Report Builder?](https://help.actblue.com/hc/en-us/articles/16870091011735-how-do-i-build-a-custom-report#how-can-i) 3. [How do I create and save a custom report template with the Report Builder?](https://help.actblue.com/hc/en-us/articles/16870091011735-how-do-i-build-a-custom-report#create-and-save) --- ### **What is the Report Builder?** The **Report Builder** is a tool that allows you to create and download custom CSV spreadsheets of fundraising data. CSV is a text file format that works with CRMs, reporting tools, and spreadsheet applications including Excel and Numbers. You can also use the **Report Builder** to create and save custom CSV templates you want to download regularly. --- ### **How can I build and download a custom report with the Report Builder?** To get started building your custom report, simply open your campaign or organization's Dashboard and select the **Report Builder** tab under the **Tools** heading:  ![](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/ReportBuilder1-1.png)   From the **Report Builder** page, click the blue **Build New Report** button at the top right corner of the page: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder2-1-1024x134.png?width=643&height=84&name=ReportBuilder2-1-1024x134.png)   Next, select the date range you want to collect data from. You need to select a date range for every report you download, whether from a previous template or a new report altogether: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder3-995x1024.png?width=574&height=591&name=ReportBuilder3-995x1024.png)   Second, select whether you want to implement other filters on your report. This includes filtering for **Refund Status, Disbursement Status** (only available for conduit accounts that receive checks or wires), **Donor Status** (first-time or recurring), and **Form**-specific data.  ![](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/ReportBuilder4.png)   ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder5.png?width=547&height=270&name=ReportBuilder5.png)   ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/24576324763671.png?width=629&height=202&name=24576324763671.png)   ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder6.png?width=541&height=429&name=ReportBuilder6.png)   ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder7.png?width=513&height=443&name=ReportBuilder7.png)   Third**,** choose which columns you would like to include in your report. There are around 60 columns organized around the following categories: - Contribution - Contribution Form - Donor - Recipient - Recurring - Payment - Feature Usage If you know what column you’re looking for, you can use the box provided to search by name or description: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder8-1024x411.png?width=647&height=260&name=ReportBuilder8-1024x411.png)   You can also select all columns in a category by clicking **Select All in Category**: ![](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/ReportBuilderSelectAllCategory1.png)   Lastly, click the blue **Generate** button: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder9.png?width=648&height=300&name=ReportBuilder9.png) A pop-up will ask if you want to save your column and filter selections as a reusable **template**. If you do, you can download the same report later with any date range! ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder10-1024x655.png?width=588&height=377&name=ReportBuilder10-1024x655.png)   Once you click either **Save Template and Generate** or **No Thanks, Generate a One-Time Report**, you will land back on the main **Report Builder** page. A banner at the top should indicate that your report generation is in progress. Click **Email Me When Ready** if you’re building a large file and would like to receive an email when your report is available to download: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder11-1024x122.png?width=662&height=79&name=ReportBuilder11-1024x122.png)   Once your report is available to download, you will find it at the top of the **Recently Generated Reports** section with a **Download** button to its right. Click **Download** to download a CSV of your report to your computer: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder14.png?width=662&height=125&name=ReportBuilder14.png) --- ### **How do I create and save a custom report template with the Report Builder?** While creating a custom report, you will be given the option to save your column and filter selections as a reusable template.  If you selected this option while creating your report, you can view your template(s) under the **Saved Report Templates** section of the **Report Builder** page. Under this heading, you should be able to view the template's name, which columns and filters it includes, and which Dashboard user created it.  To generate a report based on the template, choose a date range and click the grey **Export** button: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder15.png?width=638&height=378&name=ReportBuilder15.png)   Next, select **CSV** or **Google Sheets** depending on which format you want your report to be in: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/ReportBuilder16.png?width=573&height=359&name=ReportBuilder16.png) Once your report is ready to download, it will become available under the **Recently Generated Reports** section of the **Report Builder** page. 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