Analytics & Reporting
Custom Reports
Build reports with exactly the fields you need
Custom Reports puts you in control of exactly what data you see. Build reports by dragging and dropping fields from donors, sponsorships, payments, and custom fields into the columns you need. Export to CSV for board presentations, deeper analysis in Excel, or integration with other tools. Save your report configurations as templates so your team can regenerate them with one click.
Unlimited
Custom report configurations
Drag & drop
No-code report builder
1-click
CSV export
Reusable
Saved templates for your team
The Problem
Without a custom report builder, staff either wrestle with rigid pre-built reports that never have the right columns or export raw data and spend hours formatting spreadsheets manually.
The Solution
With HYS Custom Reports, anyone on your team can build exactly the report they need in minutes using drag-and-drop fields, then save it as a reusable template for next time.
See it in action
How it works
Select your data source
Choose from donors, sponsorships, payments, recipients, or any combination. The builder shows all available fields including your custom fields.
Drag and drop columns
Build your report by dragging fields into the column layout. Reorder, rename, and configure sorting and filtering as you go.
Preview and refine
See a live preview of your report data as you build. Add filters to narrow results and adjust sorting to highlight what matters most.
Export or save as template
Export to CSV for immediate use, or save the configuration as a named template that anyone on your team can run again with fresh data.
Key features
Who uses this
Finance Director
Builds a monthly giving report combining donor names, payment amounts, gateway fees, and net revenue -- then saves it as a template for the bookkeeper to run each month.
Program Manager
Creates a report showing all recipients by program with sponsorship status, funding level, and last update date to identify children who need attention.
Board Member
Requests a year-over-year comparison report that staff generates in 2 minutes from a saved template, instead of waiting a week for a custom spreadsheet.