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Must know
  • Found under Reports → Report builder, in the new view only. Needs the View Financials permission, and the builder is switched on platform-wide by Uplifter — if the page is missing, ask your Uplifter contact.
  • A report has one Data source; up to 40 columns and 20 filters.
  • Download appears only after the report is saved. Scheduling is done from Saved reports.
1

Choose a data source

Click New custom report. Under Data source (“What should each row of the report be?”) choose Members, Program enrollments, Transactions, Invoices, Memberships, Policy acceptances or Programs.
2

Pick columns

Under Columns tick the fields to include. In Selected columns drag them into order and rename any header — “Order here = order in the report. Rename freely.”
3

Add filters and preview

Click Add filter for each condition (for example a status equals a value, or a name contains text). The Preview shows the rows 100 at a time with a Sort by control and a row count.
4

Save

Give it a Name and Description, choose whether it is Shared with org, and click Save report. Download then fetches the file, and the report appears under Saved reports where you can set a schedule.
Use the builder when a canned club report is close but not quite right — say, a member list with a custom set of profile columns — rather than exporting an extract and editing it by hand every week. Related: How do I email a report on a schedule? · What are club reports? · Who can see reports?