Memorized reports are an incredible time saver! Memorized Reports allow you to configure and save a report so you can quickly and easily select it in the future. This saves you from having to recreate the report each time you want to run it in the future.
A Memorized Report can also be scheduled to email you or your accountant or anyone else on a given date or on a recurring basis. Even have the report only send new records since the last report was sent.
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Get Started
From the Pages screen, hover your mouse over Reports in the top menu bar
Select Exporter from the dropdown
Select the report for which you'd like to setup a memorized report (in this example we chose a Donations report)
Pro Tip: If you would like to learn more about the different reports that are available in GivingFuel, click here.
Create and Customize the Report
Search for your page name and select the page, or simply select it if you see it
Select the field(s) you would like to export and press the right arrow to move them to the box on the right to be exported. To move fields out of the export, select the left arrow button
To move fields to a new column on the report, select the field you want to move, and select the Up or Down arrows respectively
Select any other settings you would like to set up, including status, transaction type, date range, and file type
Click the Memorize This Report button
Schedule the Report
Name your Memorized Report. This name is used to differentiate between all of the Memorized Reports in your GivingFuel account
If you'd like to auto-send your memorized report to an email on a specific date or recurring basis, toggle Auto Schedule Report to Yes
If Auto Schedule Report is turned on, set a specific date for your report to send, or set a recurring schedule. A memorized report can be sent on a daily, weekly (on Mondays or Fridays), Bi monthly (1st and 15th of the month) or Monthly (on the 1st of each month) schedule
Enter the email address you would like this memorized report to be sent to. NOTE: You can list multiple email addresses here by separating them with a comma
If you would only like to see new donations that have occurred since the last report was sent, toggle the Only Send New Records option to Yes. If you would like to receive every order on your Memorized Reports, keep this option off
Click Save Report
NOTE: The email will contain a link to download the report. The link will expire after 72 hours.
Edit the Report
From the Pages screen, hover your mouse over Reports
Select Exporter from the dropdown
Select the correct report type (in this example we chose a Donations report)
Click Load Memorized Reports
Select the correct memorized report from the dropdown list
To update the Memorized Report settings (including the report name, auto-schedule frequencies, and emails), click the pencil icon next to the Memorized Report, adjust your settings, and click Save Report
To update the fields on your Memorized Report, adjust the fields on your report as desired
When done making your edits, click Update Memorized Report, or click Save as a New Memorized Report. With either option, you can also choose to update the Memorized Report name, auto-schedule frequencies, and emails
Delete the Report
From the Pages screen, hover your mouse over Reports
Select Exporter from the dropdown
Select the correct report type (in this example we chose a Donations report)
Click Load Memorized Reports
Select the correct memorized report from the dropdown list
Click the trash can icon next to the memorized report you'd like to delete
Click Yes, Delete It to confirm your decision
FAQs
Why didn't I receive my memorized report?
If you didn't receive a memorized report, we recommend checking the following:
Confirm the email is correct and that it didn't land in your junk/spam inbox
Make sure you didn't leave any spaces before or after multiple emails on the list
Make sure the report is sending data for an active page, especially if the option for only new records is selected
If the report was edited within 8 hours of the time it sends, it will skip the first time. This is because reports are sent in batches. But no worries! It will send the next round.
If you have it set to only send for new orders, double check that you received new orders since the last time you received a report