Gratona
Reporting

Filter reports by date range

Updated 2 weeks ago

Use the date range setting in the report builder to control which period of data a report covers. The date range is part of the Sort and range step in the report builder and applies to every source module, including Donations, Commitments, Donors, and more.

Set a date range

  1. Open Reports from the sidebar under Donors & Giving.

  2. Select New report to create a report, or open an existing report and select Edit.

  3. In the Sort and range step, choose a date range option:

    • All time — include all data, regardless of date.

    • This year — data from the start of the current calendar year through today.

    • Custom range — set specific start and end dates for the report.

  4. Select Save or Save & view to apply the date range.

Reports library with the New report button highlighted

The Reports library. Select New report to open the report builder.

Report builder showing the Sort and range step with the All time date range option highlighted

The Sort and range step in the report builder, with the date range set to All time.

Year-to-date reporting

Use This year to include records whose source date falls between the start of the current calendar year and today. For Donations this is the donation date; donor and recipient reports use Date Added, and commitment reports use the commitment date added. This filters which rows appear. It does not recalculate a donor’s giving totals for an arbitrary date range.

Monthly or custom date boundaries

Use Custom range to set specific start and end dates. For a monthly report, set the first and last day of the month — for example, June 1 to June 30. For any other reporting period, enter the dates that match your needs.

Report builder with Custom range selected, showing the date range input field

Selecting Custom range reveals a date input where you can set specific start and end dates.

Commitment reports and date ranges

Reports built from the Commitments source module use the same date range options. Choose Commitments as the source in the report builder, then set the date range for the period you need.

The Donations table has its own date range control for worksheet views, separate from the report builder. For donation review without a saved report, use the date range in the Donations worksheet instead.

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