# Build a custom report

Choose exactly which columns appear in a report, put them in your order, and save the report for your whole team.

Source: https://www.fundhero.com/help/custom-reports/
Updated: 2026-10-20

A custom report is a report with the columns you pick, in the order you want them. Create one with **Create Report** on the **Reports** screen; it's available on the Professional and Organization plans, and Basic teams see **Unlock Custom Reports** instead.

## Create a custom report

1. Click **Reports** in the main navigation, then **Create Report**.
2. Under **Report Name**, enter a name.
3. Under **Report Type**, choose **Any**, **Donation**, **Pledge**, **Contact**, **Payout** or **Other**. This filters the list of fields you can add. Contact fields are always available, whichever type you pick.
4. Under **Report Fields**, search for a field, or click in the box to see the list, and pick it to add it. Repeat for each column.
5. Reorder the columns with the up and down arrows next to each one. Click the **x** to remove one.
6. Click **Save Custom Report**.

You need a name and at least one field before **Save Custom Report** turns on.

The report is saved to your team, so every teammate sees it in the **Choose Report Type** list after the built-in reports.

## Available fields

| Type | Fields |
|---|---|
| Contact | First name, Last name, Name, Organization, Position, Type, Email, Mobile, Note, Address, City, State, Zip, Groups, Ask Amount |
| Donation | Donation Amount, Donation Date, Fee Paid by Donor, Fee Paid by User, Tags, Total Charged, Amount Transferred |
| Pledge | Pledged Amount, Pledge Date |
| Payout | Donated Date (online), Arrival Date, Charge Id, Payout Status, Refunded, Amount Refunded |
| Other | Total Donations, Total Donations This Year, Total Donations Last Year |

Any [custom fields](https://www.fundhero.com/help/topics/contacts/) you've set up are added to the end of every custom report automatically.

## What a report shows depends on its fields

FundHero picks what each row represents from the fields you chose:

- If the report has any **Donation** or **Payout** field, each row is a donation. Pledge fields don't show.
- Otherwise, if it has a **Pledge** field, each row is a pledge.
- Otherwise, each row is a contact.

So you can't combine donation and pledge fields in one report. Make two reports instead. **Ask Amount** is listed in the builder, but it doesn't appear in the results.

## Run, edit or delete a custom report

- To run it, choose it under **Choose Report Type** and click **Run Report**. The date, group and tag filters work the same as for the built-in reports.
- To change it, choose it and click **Edit Report**, make your changes, then click **Save Custom Report**.
- To remove it, open it with **Edit Report** and click **Delete Report**. FundHero asks you to confirm, and deleting can't be undone.

## Downloading

**Download** gives you a CSV of the columns you chose. Payout fields (such as **Arrival Date**) come from Stripe and show on screen, but they aren't included in the downloaded file.