Help Center · Features
Reporting
Run the numbers, bundle the reports you send together, and export clean files.
Setup
One-time configuration. Work through these once when you first turn the module on.
Daily use
What your staff actually does day-to-day.
Admin
Permissions, advanced reports, and edge cases.
Common questions
Quick answers to the things people ask most about this part of NestPoint.
Can I export a report to CSV?
Yes. Any report you can preview downloads as a CSV, and the same report also downloads as Excel or PDF. A report marked Unavailable has no data behind it in this workspace yet, so there is nothing to download.
Can a report send itself on a schedule?
No. Reports and packets run when you open them and press Run, and nothing is emailed out on its own. The closest thing is a packet: build it once with the reports and filters you want, then each period reopen it, move the dates forward, and export.
How do I build the packet my funder asks for?
Bundle the reports a grant requires into one packet. The full walkthrough is Build a funder packet.
Can I narrow a report to a specific group of members?
Yes. Member-based reports have an Audience row on the Filters card. Set a condition there, like who attended something or who used a service, and the report runs against just those members.
Can I save a report so I don't rebuild it each time?
A standard report does not remember its own filters, but a packet does. Press Add to packet, set the filters you want, and the packet keeps them for next time. Trends works differently: there you can save a view by name.
Still stuck?
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