> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wegive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting: Build Queries and Dashboards in WeGive

## Overview

Reporting lets you answer your own questions about your data directly in WeGive, without exporting a spreadsheet every time. You can build a **query** (a saved question, like "How much did we raise each month this year?"), choose how to display the answer, and save it so you or your team can run it again anytime. You can then combine saved queries into a **dashboard** for a single view of the numbers you check most.

With Reporting you can:

* Build queries on your transactions, supporters, recurring plans, campaigns, designations and other admin data
* Filter, summarize and group your data, for example total giving by month or by payment method
* Display results as a table, number, line chart, bar chart, area chart or pie chart
* Save queries privately or share them with everyone in your organization
* Combine saved queries into dashboards
* Start from ready-made **Giving Overview** and **Recurring Collections** templates
* Download results as a CSV, export the underlying records, or save any report or dashboard as a PDF
* Use **Build with AI** to describe the report you want and have the settings filled in for you

> **Where to find it:** In the left navigation, open **Reporting**. You'll see **Queries** and **Dashboards**.

## Start with a ready-made dashboard

You don’t have to build reports from scratch. WeGive includes two default dashboards that create a full set of reports for you in one click.

**Giving overview** (6 reports): your total collected and payment count, monthly collections, recurring and one time collections by month, and giving by payment method.

**Recurring collections** (7 reports): everything about your recurring donors. It shows total collected, payment count, how many plans paid, average payment, monthly collections, paying plans by month, and payment methods.

**To set one up:**

1. Go to **Reporting > Dashboards** and choose **Start with a dashboard**.
2. Pick **Giving overview** or **Recurring collections**.
3. Choose a **Date range** (the default is the last 365 days) and a **Report time zone** (the default is your organization’s time zone).
4. Choose who can see the dashboard and its reports.
5. Click **Create dashboard**.

Your dashboard is ready right away. From there you can **Refresh** for the latest numbers, **Save as PDF** to share it, or click **Edit dashboard** to rearrange it. Every report is your own copy, so you can change its dates, filters and charts anytime.

> **Good to know:**\
> • The date range rolls forward each time a report runs, so “last 365 days” always means the last 365 days from today.\
> • Months with no payments show as zero on the charts.\
> • Recurring collections only counts payments linked to a recurring plan. “Paying plans” counts plans that made a payment in that period, not every active plan.\
> • These dashboards measure money collected, not net revenue, monthly recurring revenue or payouts to your bank.

***

## Key terms

| Term | What it means |
| :- | :- |
| **Query** | A saved set of instructions: which data to look at, which filters to apply, what to calculate, and how to display it. Queries always run against your current data. |
| **Dataset** | The type of record your query looks at, such as Transactions, Supporters or Recurring plans. |
| **Calculation** | The math applied to your records: count, sum, average, minimum, maximum or distinct count. |
| **Grouping** | How results are broken out, such as by month, by campaign or by payment method. |
| **Visualization** | How results are displayed: table, number, line, bar, area or pie. |
| **Dashboard** | A page that shows several saved queries together as cards. |
| **Template** | A ready-made set of queries and a dashboard that WeGive provides. When you use one, WeGive creates your own copy that you can edit. |

***

## The Queries page

Go to **Reporting > Queries** to see every query you have access to. This includes your private queries and any queries shared with your organization.

From this page you can:

* **Search** for a query by name
* **Filter** the list
* See each query's **visibility**, **data source**, **visualization** and when it was **last updated**
* Click any row to open that query
* Click the **+** button in the top right to create a new query

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528100687-image.png?Expires=253370764800\&Signature=juCMRmW8r1exqG0PFCXDuMnObsbjjicqe~0h78VZIZYwVl4ZMr-uT8nhgHcpjiw3tfliGSdW0D1Vop9BNLMxsC89zt6AoKWbeaXzBqARVUU-l8omY2lIOsrEWenA2p9isra3~Fgtq34O09Rq1e4M1zi3ehK57jjfjVQFdXAvYnniUsub5Ir7edKJkVhTvI07dHMIUu5VoxxXoPaNj1LiGXGNgALBDP~PCZQ7fknydjFCff9TG0Pm4mBwjr8idCjmguaJiYvVaPl6iLa8GGjmPfeAWmvhBjWS9pHOvjtdVD01lnPph6xrBzbR2jLjjFr2lW4HOfDbc5Q0wFS8AA03Ow__\&Key-Pair-Id=K3NV4LZ47N8M46)

*The Queries page lists your saved queries. Click + to create a new one.*

***

## Build a query

When you create a new query, the **Query builder** opens. Work through it from top to bottom.

### Step 1: Name your query and choose who can see it

In the **Query details** panel on the right:

* **Query name:** Give it a clear name, like "Monthly giving 2026."
* **Query description:** Describe what the query shows. Your teammates will thank you.
* **Visibility:** Choose **Only me** to keep it private, or share it with **your organization** so all admin users can see it.

### Step 2: Choose your data

Under **Choose your data**, pick the dataset you want to report on. Options include **Transactions**, **Supporters**, **Recurring plans**, **Campaigns**, **Designations** and more. Type in the search box to find a dataset quickly.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528116596-image.png?Expires=253370764800\&Signature=tOr9CGzpLwskul7pFqEeK44yhexpMiSgR~HYaqVkOIw~uwW3VUSzh6J44wueyyucVd32xvqnfWXCfVIduWPPaA-YaMOQkXpWq3QhuQ43vrBn2s3tjNQ2SFfNYodhPDMlW1RR~L~s0TPRwTKXrVdWNjgGw920fFSsHpA8m4XsP0Q0e8UJPXLkKYtpZtAkPqx5w~d1wWht9s65RLILBRIvRUd0-K4cvt~jAVXY5s8-bySWffmtNoepXwffT6mo7tURLPtVeyjW711rz1IrS7TgYH3rhB4gduO8AZbzqMROF5hegtrHcLaXoMu6Clgg2BgFSJ6fcEDk2QUP5Tav46FQ0A__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Choose the dataset for your query.*

**For Transactions,** three switches control which records are included. All three are **off** by default:

* **Include deleted records:** Records that were archived or deleted
* **Include hidden transactions:** Transactions marked as hidden
* **Include non-tax-deductible transactions:** Service revenue and other non-tax-deductible transactions

> **Note:** Transactions include **every payment status** unless you filter by status. If you only want money that came in, add a Status filter (see Step 3).

### Step 3: Set your time zone and filters

**Time zone:** Choose the time zone for this query. It controls date filters, monthly or weekly grouping, and the timestamps in your results, and it accounts for daylight saving time. Your organization's time zone is the default, and you can change it for any individual query. The time zone is saved with the query.

**Filters:** Add conditions to narrow your results.

* Click **Add condition** to add a filter, such as **Created At** *between* 2026-01-01 and 2026-12-31.
* Use **Match all** when every condition must be true, or **Match any** when only one needs to be true.
* Click **Add group** to nest conditions. This lets you combine "all" and "any" logic.

**Example:** To see successful and partially refunded gifts from 2026:

1. Set **Match** to **all**.
2. Add the condition **Created At** *between* 2026-01-01, 2026-12-31.
3. Click **Add group** and set the group to **Match any**.
4. In the group, add **Status** *is* **Successful** and **Status** *is* **Partially Refunded**.

The result is "created in 2026 AND (Successful OR Partially Refunded)."

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528127621-image.png?Expires=253370764800\&Signature=PnD-IfbmX7E-igVo~TtEGofhZpqb1KUtT9zZVpik~E4aut4fT9-y70wqadl56RYmxCAW1DL3wwzGXckAEo9TtheULC7NEMUyRBkm0oYp8nXEBHyOy8Tgv569UxFAmMTN3DkQVNNJThTGsGaMHDFre03EXje02mfAValrosTBvnepiPaDzvBEu1eZEK108Cp67IvH0ZJyg~yoOg4QSABuDr9eovii8OM~Wxk6VagONeSs6y5flfb6LZwzvs~ymRyM0r5crYnVYVAn7k13QormsZ7a-gX-2ExJQyl5CMA7ykuxag1SpixbYRB7vJXnLwK0wpO8rqhSBDNClJd2yns5nw__\&Key-Pair-Id=K3NV4LZ47N8M46)

*The deleted, hidden and non-tax-deductible switches, plus a filter group that matches any of two statuses.*

### Step 4: Summarize (optional)

Under **Summarize**, choose how to calculate your results:

| Calculation | Use it to... |
| :- | :- |
| **Count of records** | Count how many records match, like the number of gifts |
| **Sum** | Add up a value, like the total amount given |
| **Average** | Find the average of a value, like the average gift |
| **Minimum** | Find the smallest value |
| **Maximum** | Find the largest value |
| **Distinct count** | Count unique values, like the number of different supporters who gave |

You can add **more than one calculation** to the same query, for example total amount, number of gifts and average gift side by side.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528138641-image.png?Expires=253370764800\&Signature=O~zmLFpTDPwh0MvUDVzEjJwUxjyN34MVmWFGldDegJo8iK5QHM5ANr~HEgNjvgO-zMKOURxSYd9FIBOV00RP4AAt2ikzgFq-WHI8n5ljahFdDECWATf252HozqX4jtYhvoa79xtTGgMgsZ0-mBh~3ZtvQ5UoFdbywJEbPQKKiRmf-3Qk-cKvya5atanm94sccTfy-N8duCADCQAhl46GfzgINL1GXVeR1PX9P7uhoidnm08XolJ9HEa534TdA3n9efvujAS~u-XNasOP0-crzP~Rnyy0ZA-xhbUXfUO5wDoPyL2ZLPuMn5Hr2uhrXdbLy8jwC7OE0gFiqa-P58u6bQ__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Choose a calculation under Summarize.*

Then use **Group by** to break out the results. For example, group by **Created At** and choose **Month** to see totals for each month, or group by **Payment Method** to compare card and bank giving.

> **Tip:** Leave Summarize empty to get a list of individual records instead of totals. See **Browsing individual records** below.

### Step 5: Choose your columns

Under **Result settings**, click **Choose columns** to pick which fields to include when you export the underlying records. You can also add fields from related records. For example, a Transactions query can include the **Campaign name**, **Designation** or **Recurring plan** fields.

Use the search box to find a column quickly, or click **Selected** to review what you've chosen. Click **Apply columns** when you're done.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528149811-image.png?Expires=253370764800\&Signature=MyI-f33lpmStuQah0qz~FuPBbheNi-nd42BrCij4irBJJ63iZ8SXlqMDz0sLIjIY-EtBIw~y8GOnOTqV0Jrm4oTpfh4wRZW82~dV3aSidYMrqaDvuK6BmRDRq1FUtjS2LhWMpkLPD9Thn5B1cWpJZtKbFUsRiPzvR-FwHaXwNoC0j4XqmZhtdjXEUyuODoYuOpkMeWYxgpiyIxbGWXPar5IfHDLBChyeeTrp1VrGmjYhZG6yywL7curGi78VNUE-S1ld8fhCCe~pvCtDXR4BIsFavVoe33~IIQ1FY~OUMBYZdsOSEkrgp4GsYUyem5luoW~LSOdZ4uDLz8Se4Xpe8w__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Pick columns from the dataset and its related records.*

### Step 6: Sort and limit your results

Still in **Result settings**:

* **Sort results:** Click **Add sort**, then choose a field and **Ascending** or **Descending**. For a monthly trend, sort by Created At, ascending.
* **Result limit:** Set the maximum number of rows to return. Leave it as **All matching results** to return everything.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528162216-image.png?Expires=253370764800\&Signature=oZGrSrmQVtYScOQuYmJGfAatnaBt3lXd9eiGhNNsuy~RihcOSANOLTbOBcPxgAxhJBpT9HEAxbC3h1JWk4zdntRZq71~kHPmSsR6r0a73n3B8o2sPhikB2DbFdrYP~x0HsLDyf9u6hK2-ANl47LqHq9D5FSzRlTR3N2HuQKMcgZ8tBF7pJEJheaGvkXaAt2DPn~NkWGmvdag0NlX4Tgo1jyy7sdNMuBibcEWHh7PbTgwwtwk4yxpOaHhR9t-xxq4sJHWHLoTgcD~~ba9O6Y-SNiNXAe1QkeRuMh2clyfRWoGwyFpQ1VdUA9p9YuIdFfoTagxaOLEBp3xeZ2j1h9~OA__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Set the sort order and result limit, then click Run query.*

### Step 7: Run and save

* Click **Run query** to see your results. Queries run in the background, so you can leave the page and come back later.
* Click **Save query** to save. A **Confirm Details** window summarizes everything about the query (name, visibility, dataset, time zone, filters, calculations, grouping, columns, sort and limit). Review it and click **Create**.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528173896-image.png?Expires=253370764800\&Signature=nNl4PIiXxnYW~FRniv-~eJ-KV7e64FQ7SdNpFisoSsEExGO3p6i4LWXMDI1PP9BM1h00baka2o~W~tp4BqPur0hfTqyIakuIBpBKk~7h8pRcZrUR~UYn4158b8masDIHqrMfdkqkku7lnaQ~hdCtvm15x7pHBOAvqqiLrpPiKW1p1olkige3uTW2JP~zLaYAK8kay0akX-TUa9YcX1BP9ANmi9GQYzbFbBzMPfgBpCl5qUeiKetoFmzGBli5YmVJ53kIQyIC6-~nLQ-a05pImc2YLl6DYXliCnzDvIyFKCTZTSpjGJV3f~C-Ks8zirzFFI1KG~K8xzJc7dus5EdB0w__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Review your query settings before saving.*

***

## View your results

After you run a query, the builder folds away so you can focus on the results. Click the **Query builder** bar any time to open it again and make changes.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528185595-image.png?Expires=253370764800\&Signature=PZBmAfEvqJXAeMopAaOBsiAtS9vE0JehnjQoicaENBSdZ1HE1Xg~LVhOmmycTwaJLV~HjXQFtPCIWRKuvvOxVlhEOmdhh8LqmKL-TIUaIfjPYO914MoImqBOTcZVZ3pkHlQMLi3Tqi5XmSAghHtmsEBom72J9II7oHCxor7m3mVDI83BbZ2Z3lRka3dE2Xkd~B~VZtQIp1xIaRJQ818qlXnxMsXmtddZi72WHrFynyvpmqmBWsz5ybGcbyY1fQWDsYTeXC6cntpq3-43wj~EHE~dCoPT2DmNceb2KwgcXL69w1517ViqByvOEk5bMNTECw~twDuB~LOikM7tf~Pzeg__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Results appear below the folded query builder.*

### Choose a visualization

Use the buttons above the results to switch views. Changing the view doesn't run the query again.

| View | Best for |
| :- | :- |
| **Table** | Seeing the exact values |
| **Number** | Headline totals, like total raised or number of gifts. Shows every calculation side by side. |
| **Line** | Trends over time |
| **Bar** | Comparing values, like month to month or one payment method to another |
| **Area** | Trends over time, shown as a filled area |
| **Pie** | Seeing how a total breaks down, like the share of giving by payment method |

For line, bar and area charts, you can also choose the **X axis** and turn on **Stack series**. Click **Save query** to keep the view you picked.

Each result shows when it was **generated** and which **report time zone** it uses.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528197088-image.png?Expires=253370764800\&Signature=jKGtAr8-NwwTv3wsCsnoso8D~X1KTHvyu~qFTZ~ZI8Tnnu9khkIRId6tWXDT~~IavqaNqZKWZeveqcbak5i1UZCfWvYvSFLNS1i0UImdrWik0nbAjMkPY8-RyUqQ5AKdu~28LYMduq3X2z99Fw5C~4P2y8AxZ7iq0lXd2XvB~9No81J~z3UDsYpzqYVtbQ2z8Agnf~G3npKDsji20URJVkwSovEVrSqU5M1R9n90oPfuo9Z~HJCPyWQfLvU~GxxaSjtb5WzLXlxhK~dIW2BI12xeCHDnc9JVXL0WOgDNt-Vs38LZ~b0qHxbQyKzsjqh1RafXvNbobE7~lCsZBRAJfg__\&Key-Pair-Id=K3NV4LZ47N8M46)

*The Table view shows the exact values behind a chart.*

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528208646-image.png?Expires=253370764800\&Signature=htxMvdtgqU0k3l57qiV9-bzJKJw4PPqtb2PFgLhISr039bTEiE6S4wSakBJr5cYyJPBcsq2tbknAiMBOZm48UCHnCITPwV7DT7PB8ieeMYKZZGqfFxjwesCLUTQ~zd0DcSxrAp3Pv3WBAu6ro6Mp1bKlGOdHPpIzeoiAaXlgW4SVJ5LSOF-HtnqX-K7H7kg~XuxNpA5hcbklFbV6jR99jJluqjpIDOMBtlSAjeXfMpsTOSU0Ok8v6pzHH8nq-BI~WWvVk6i1aKUzjmUo-wF2xA3Yzx-KsP60LtDDBpCLNtU0273fuvpqy-K6XtZ2~ZVTgjLoz1Od1cKf~yzmDSWm0g__\&Key-Pair-Id=K3NV4LZ47N8M46)

*A pie chart showing giving by payment method.*

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528220912-image.png?Expires=253370764800\&Signature=XXLDkAbqBDv~Vjx6EuYV7slbgTS6KgMOAmHEuufbTM1hZzheVe0QoCjPRi-FRCePNPC~363SRcuMf-6MJcpjM7rJf~kWLDYHeY29vMNomq0YbdI7VS0fmKiHueVkBq8l~lEXYlfDZ7XQm5KW4m14lK8tiXKQArHInAodna~gArBpz0ZQJb0ifpNTz5bw1BqdN9IUINi9uy~UOXjinUzs67V4LKMeM2AOrBoogfnVct6PCLEtTLp6Ax9OrglkuXeGT--7aadeJKSTZVp1C~Ya179wr44FIMEONK2FyutFxJmkHnJQOh0swJIyumpFWr08MWVhAVb9CrdcMVBVlvn1pw__\&Key-Pair-Id=K3NV4LZ47N8M46)

*The Number view shows several headline measures together.*

***

## Export your results

### Download a CSV

Click **Export CSV** and choose one of two options:

* **Download results (CSV):** Downloads the summarized results you see on screen right away, such as one row per month.
* **Export underlying records:** Exports every individual record that matches your query, using the columns you chose in Step 5. This export is queued and processed in the background.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528233712-image.png?Expires=253370764800\&Signature=lZHXAHkuOf8kwv~l30y47IPyt79G2pxnZBF4v5FI5LVOM1z0WOm6goGJP2Uolnp1L-tejd6ginguKkYBZ~KSqHeIF4KosGObLOWM9dXsoxyWZGBkHs5vTW8eseDc0rf6d6ZbmNPE4~gf23ntNwO0qZnHfB7fK1d6ayHhE6dKB3CUnCXQe~ng97~4GYw5fjSWZrlkV0kdgQtVccN~Lxn8W6zmy8OeTrNvaTlM53aEkyztVUvxaM61xDfx-MJSCLP6~siUdfwZ-9DUityx8oMJzKO~vfdIqzZHUcQuvcCEMslfMbQNuMbboq9Dr-3HeKFJ3LRrje6OJrsSQKlGjwZN6w__\&Key-Pair-Id=K3NV4LZ47N8M46)

*The Export CSV menu.*

When you export underlying records, a message confirms the export is queued. Click **View exports** in that message to find your file in **Exports** when it's ready. You stay on your query while the export runs, and your query isn't saved automatically.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528244706-image.png?Expires=253370764800\&Signature=G06KqXmJsq1OSndWKJ69QpmRvGoWz86yp7DVwdPE5qkr9~UUJkRAPXAXdocAlZwfdK0ZI6Rz2StfmEE42tTmzGcDz33c-358ncxJCpX2OMonN8Au7US8KhRacV1KPMJh80YVSJonT~iJURT9yaqHzL6mvI2OYpfje-5EcWrU1im6m2-KXhCQMs5DYgh4jEZaTWxHgi-GtrQ7qeVMeh0PhD2lQkcZpP3X5PUGdGSCrQ25O3sX6N06sYNVdYA2lfAAt8timR3gch8zuCtI6y1JA8JYH1knnhpeDSDkvdozIC4hHv-36V2Xe6Z9-vp1lZuiFeerHNA8va4tDKjxG3D1aA__\&Key-Pair-Id=K3NV4LZ47N8M46)

*A message confirms that your export is queued.*

### Save as a PDF

Click **Save as PDF** to open your browser's print window, then choose **Save as PDF** as the destination. This works for single queries and for whole dashboards.

***

## Copy, edit or delete a query

At the top of any saved query you'll find:

* **Make a copy:** Creates a new query with the same filters, columns and settings. This is the easiest way to build a variation, such as the same 2026 filters grouped by payment method instead of month.
* **Save query:** Saves your changes. A **Review Changes** window shows each changed setting with its old and new values so you can confirm before saving.
* **Delete query:** Removes the query.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528264716-image.png?Expires=253370764800\&Signature=li3-870vzU-SBInIGLx2bE3PMOa0YdgjnD8Je20Th4RqKUeXozBpMXJEj2w-WxEo1xEt9AFB28a1R93LFwg2-hL5VHuRvDWelfvFRmCrINhDA2Ru8-nqFsVTpY5i7hbO0237m1OYMS-b5Kl~5Vn4vNYChxDb--HTsoYqFeNW1lWSE2E6D3MT~5H81ZUTIoxsJHivdlqDiDF1MlAOxKWlntIiZXYJDn~f6RD0RLddOsr-q6B7ioZO6MgfTDBxse0OECnhhWVvwq6alJklB2UnJ-92eLjn5wHbDYf4AL~nwWZgCxiIgRB6GrvYoAclw64j7AeVqVvorzis~ygU3R8t-w__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Review Changes shows exactly what you changed before you save.*

If you try to leave a query with unsaved changes, WeGive asks whether you want to keep editing or discard them.

***

## Build with AI

Not sure how to set up a query? Click **Build with AI** and describe what you want in plain language, for example: *"Show me each individual transaction from 2026, newest first."*

The assistant proposes the settings and explains what it will change. Review the proposal and then:

* Click **Apply to query** to fill in the query builder with those settings, or
* Click **Dismiss** to ignore it.

The assistant never runs or saves anything on its own. After applying, review the builder, click **Run query** to see the results, and click **Save query** if you want to keep it.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528282728-image.png?Expires=253370764800\&Signature=uSltldDK5f8yYr7naJlMAeCKgZEj5wwHicbZBsmkZk0SyV3pLoE1ts~39UcIBesGENYuuBMMcfPPIplD0Oypd7dvzf2aCwOBOfIcfZ2nveV~5F-FgCT4kD4oOSoRqPuN0aKK19IWOxDOp9WjsZ3v6v4Ty0Q1Ke7v-J3Ok0h48m7JrtyXtJ7EFb0qsRiHlc9HjVtGZ~g0SZsFCdybr15fqr7ycYGWxzdi0n2rkeUoH52qHqL1xlHYW58HYZA5BxduwFhBOxhhVDz6PdK6FSmWfqGKB07L6QvbIePvFwASZWGXNddLTsxmOQnuySKAPp~INqRtbCuvdA8ZW3HxhYvCkQ__\&Key-Pair-Id=K3NV4LZ47N8M46)

*The AI assistant proposes settings. Click Apply to query to use them.*

> **Note:** AI can make mistakes. Always check the filters and calculations before you rely on the results.

***

## Browsing individual records

If your query has no calculations in **Summarize**, the results show a list of individual records instead of totals.

* The list loads **50 records at a time**. Click **Load more** to add the next batch.
* The total count isn't calculated automatically, which keeps large lists fast. Click the count in the bottom left (**Showing 50 of many**) to calculate the exact total.
* These are **live records**, so the data can change as you load more.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528291813-image.png?Expires=253370764800\&Signature=lPM-xObjhwwAa7lwWDeZZabIYWkKT96PGd3TaWpfhrjlnxAOJI7qCmifm5Ey5ZEhJ7V0~b4U81UiNDM74sw2g~U85OEhiMxeWU~KXTEYjVjaJJyQw0Ezca158nwvxlguzr5mc3elBCAwbn1AnjcXgNZchDUApsGyoiBnkiSZah2QPuGFtAGrJJbiJu5DtRkuOTzH5m2cMNEAEkGa8PSE15oyJaib-FRFSVuFhgFec6yW2jrVOnmULpXbwEBH3rRRTyeYQrQYTngZLL0vGHXbP3bNCnYSxgGsTp7uSBaVdPjUzi-ncQq6wWhUUB4WZDOxgw0JOmF5Rh-6WdAWY0MEIQ__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Individual records load 50 at a time. Click Load more for the next batch.*

To download all matching records, use **Export CSV > Export underlying records**.

***

## Start from a template

Templates give you a set of ready-made queries and a dashboard. They're the fastest way to get started.

1. Go to **Reporting > Dashboards** and start a new dashboard from a template.
2. Choose a template:
   * **Giving overview** (6 queries): payment totals, volume and monthly trends for recurring and one-time giving.
   * **Recurring collections** (7 queries): collected recurring payments, paying plans and monthly collection trends.
3. Choose a **Date range**, such as Last 365 days. The range rolls forward each time a query runs.
4. Choose a **Report time zone**.
5. Choose the **Visibility for dashboard and queries**: Only me, or your organization.
6. Click **Create dashboard**.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528305110-image.png?Expires=253370764800\&Signature=MBclQmbRHsXcps7ilgL50p60T04PpTDKL8zawexT91QupkYgBsn4k544tBWugze4ujc3ea3HAYi6LfmlY-eGQq35imjEHHkqTKg11~ltiemwEwF9pHcWgkuDWazbMIAUA1zke4qZq-N~Ul3n1ZnbOxOoekg13rnsBQA96ZoPiOn6SXhZ8dPt~3L4ce5Y64ir0aAf9G7ekNKRtlWftSHdAmNYI8DlWmnWTr25Lt2wsI6tjVZZ0jaWxMoPjwhIYqjUk3LpGisEtu0FJtEep3wPlGyHkkNUvyo7avBEIHBSbRCnBdjquDeGdWYKYdEpcWz-HySawOe7jrw-6lKAyv~0jw__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Choose a template, date range, time zone and visibility.*

WeGive creates **your own copy** of every query and the dashboard. You can edit the filters, dates and visualizations in each one, and WeGive won't change your copies later.

### What's included

**Giving overview**

| Report | What it shows |
| :- | :- |
| Collected amount | The total of all payments in the selected date range |
| Payment count | How many payments came in, including partly refunded ones |
| Monthly collections | The total collected each month |
| Recurring collections by month | The total collected each month from recurring plans |
| One-time collections by month | The total collected each month from one-time gifts |
| Payment methods | The total collected by each payment method, such as card or bank |

**Recurring collections**

| Report | What it shows |
| :- | :- |
| Collected amount | The total collected from recurring plans. This is money received, not monthly recurring revenue. |
| Payment count | How many recurring payments came in, including partly refunded ones |
| Paying plans | How many recurring plans made at least one payment. Plans that are active but didn't pay in this period aren't counted. |
| Average payment | The average amount of a recurring payment |
| Monthly collections | The total collected from recurring plans each month |
| Paying plans by month | How many recurring plans made a payment in each month |
| Payment methods | The total collected from recurring plans by each payment method |

### How the template reports are calculated

* They count payments made in the selected date range, in the time zone you chose.
* They include successful and partly refunded payments that are tax-deductible.
* They leave out test, hidden and deleted payments.
* Amounts are what was charged, minus any partial refunds. They can include fees and tips, so they **aren't net revenue** and **aren't what was paid out to your bank**.
* The first and last months in the range may be incomplete.

> **Tip:** To reconcile against your bank deposits, use **Payout Reconciliation**. To see revenue KPIs, see [Revenue reporting overview](https://help.wegive.com/articles/3536268953-revenue-reporting-overview).

***

## Build a dashboard

Dashboards show several saved queries together on one page.

### Create a dashboard

1. Go to **Reporting > Dashboards** and create a new dashboard.
2. Enter a **Dashboard name** and **Dashboard description**, and choose its **Visibility**.
3. Click **Add query**, search for the saved queries you want, and click **+** next to each one.
4. Click **Save dashboard**.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528317356-image.png?Expires=253370764800\&Signature=ZNiI0twqe3KJmtH9CpZ0jScv61Hn~l-dGQCSfax3w2MmB~2ZEU3hDoT-v1LDnoPkQTMkP6bRM2FRl6iHbD61vx6iLfQ4TbnrfHfQUSExDFPMHjlWyRjUGIaHDlyHZPnrFOs5nomFWYpl98OIqaBSBJolB9LZQFQsbJPPyxtPGSA~mlBd2gP3YvaKmZzPqvwLKurvEbnULbcSB1ESxCvGLVRNTM76uCr9kahtsSrEnk-ht2JU4CaL3o7g3GOgD5g699jWPkF6fGjNI7fSBhgbOuAj6oEvFiqaBG-zaXFwXNNfqboSfJz6NKZXy5v1lX5b8m4lHFBpPlYLWH1f0kz3tA__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Search your saved queries and click + to add them to the dashboard.*

### Arrange your cards

While editing a dashboard:

* Use the **up and down arrows** on a card to change its order.
* Set each card to **Full width** or **Half width**. Full width works well for headline numbers. Half width lets two charts sit side by side.
* Click **X** to remove a card from the dashboard. This doesn't delete the query.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528328656-image.png?Expires=253370764800\&Signature=UKT1Zrt~kN3ruEnU~FoDAGVYHs3gxH3hSUVMfat-Wzrt6j7R-e9Kmr70vEP2RiPia18FbK7UVkTKeCfezfsn-~hDUK4BH5WM7oMyKYKzjCLURAORFbcOqIRZxC3hWZKrkzK860UgEJ4NxtmeaU~J5YP8AO-0630zwj3eYZhr~ECwNKaQuvD4b0dWwminfYCXPy650yr4UsKPAg0b8X0G1hC5~k84CrJpnFXHrMZok~Sg78NOOMurbgp0dWdpH~aRG11YM2pk0jxAp5Ai~h~LEpdAB4-ja0K8Bp1OMC-e~AK4qCPOjquiXPTFSluefnr0BwygU5x2-gxVt126DnE6vg__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Reorder cards and set each one to full or half width.*

If you leave the editor with unsaved changes, a **Discard changes?** window shows what changed. Click **Keep editing** to go back, or **Discard changes** to return to the saved layout.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528340165-image.png?Expires=253370764800\&Signature=qv4xcyETPIfPnjIzuyzSFa06ToRtQxcBtEdtM2Zmk~eVrK1QL4LpxpH9PNc49Q~dmFboK1-VgMP~yBOV9otJ87DYl-mPoFM7e-oM3Lf9E4P1XR1TlJzgRl1Uqel5sx0OqFYHoUhO1aHg0osE~1qHuK7dFYU96JBnWrAgSx~yUHv7-p7F9tciPbAY97niyj2nr25kihnNXNklZkapu0~DgHAuaejGMWB5ITWBjJPpu5gnFHnFOHTMwgh3C8oL9FMSb5eUTWG2N1KgVo7ymIG4SO3vDAvDTOE~5wyirtVWc8-jcIkVqw0S6ZNFtjUCNeSqM0dQxcCNNB~-NaEEcUXPYg__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Review unsaved dashboard changes before leaving.*

### View and share a dashboard

A saved dashboard opens in view mode, with these actions at the top:

* **Refresh:** Runs every query again for the latest numbers.
* **Save as PDF:** Prints the dashboard, with its title, description, charts and time zones, to a PDF you can share.
* **Edit dashboard:** Opens the editor.
* **Make a copy:** Creates a new dashboard that uses the same saved queries. The queries aren't copied, so changing one updates every dashboard it's on.
* **Delete dashboard:** Removes the dashboard. Your saved queries aren't deleted.

Each card shows when it was generated and its report time zone. Click a card's title to open the query behind it.

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528352717-image.png?Expires=253370764800\&Signature=XNrhbv9NwMKrO9a9qV7wEBvQwErMUx7xrAJoLO0zig87kaZNqL9AO3ExFh06oiQrW-vMLiaYt3m~ekN6hb31dgm3juolRQftzzugReEydfQ8MHlnLpb9034HmJm47Ei-aBnd54mHRLYnkmwbEFtXxCTpqPfW3J7Xr20OYbO63GdB6aoljGowl24-OST3XsOGKPuCzoYwJH86LkFLnz3Ft9Im8OBm~c-sa4Zs0gp9LWhN6IqoUcUWRsPEA4jNHujeicujtq4L6id2loPX~AGDhbtCpU2nZY14~QT-~48RiTvPlPm5tRz-tJLyf-WhcaareXZj5m2bAK1JoHVjKFLKUQ__\&Key-Pair-Id=K3NV4LZ47N8M46)

*A saved dashboard in view mode.*

![](https://assets.usepylon.com/4cc25d66-04ac-4686-a20f-80fba4a19259%2F1792528373861-image.png?Expires=253370764800\&Signature=msOCrH0a~CfqG79MNxJBwNXm2JvQViHg4~xXCAPPNFtOZPdVyqNK6iJRZC0DB7nAYAORCSnwYJybZnTXOMIP0zW5UhEEGsMAp9O8r9arqFtl4BMcy0JXThfNcjLPKulBXNd7NRh2sgimDDkF6fajq63sFFgUJaRQbicr7t6m9iohbEGt~0BrbzPdu2AnSPid5vwH5c8dmE5ZurQz4Ul1Mi3TS6Qc7zyBKf4e6fg6E1cwR4IdupS3QuvkgCLXeB6NC-XAO8ZvJ6Dzr642dDQMuf6M9QkYTypYOWwOHxNJL01q8SWCQ~UZbXj9bcJwHnjf6egmmSY-nqYQRO~6ut078g__\&Key-Pair-Id=K3NV4LZ47N8M46)

*Use Save as PDF to share a dashboard outside WeGive.*

***

## Sharing and permissions

* **Only me:** Only you can see and edit the query or dashboard.
* **Organization:** Every admin user in your organization can see it.
* Reporting follows your existing WeGive permissions. Sharing a query or dashboard never gives someone access to data they couldn't already see.
* To share results with someone outside WeGive, such as your board, download a CSV or save a PDF.

***

## What's not included yet

This is the first version of Reporting. These features aren't available yet:

* Scheduled or emailed reports
* A notification when a query finishes running (return to the query to check)
* Filters that apply to a whole dashboard (filters belong to each query)
* Public or shareable links for people outside your organization
* Automatic dashboard refresh (click **Refresh**)
* Monthly recurring revenue (MRR) history, donor retention, cohorts and attribution reporting

If you need one of these, tell us. We use your feedback to inform what to build next.

***

## Troubleshooting and FAQ

**My query has been running for a long time.** Queries run in the background, so large queries can take a little while. You can leave the page and come back. If a query still hasn't finished after several minutes, contact WeGive Support with the query name.

**My query says it failed.** Open the **Query builder**, check your filters, then click **Run query** again. Very large queries may need a narrower date range, a filter or a result limit. If it keeps failing, contact Support.

**My totals don't match my bank deposits.** Reporting amounts are what was charged, minus partial refunds, and can include fees and tips. They aren't payout amounts. Use **Payout Reconciliation** to match bank deposits.

**My monthly totals look shifted by a day.** Check the query's **Time zone**. Dates are grouped in the time zone saved with the query.

**I can't see a query my teammate made.** It may be set to **Only me**. Ask your teammate to change its visibility to your organization.

**Where is my underlying-records export?** Click **View exports** in the confirmation message, or go to **Exports**. Large exports can take a few minutes to process.

**Can I edit a template report?** Yes. Templates create your own copies, so you can change anything.


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