Access saved reports

Access saved reports

1. In your GoFundMe Pro account, select General Reports and My Reports
2. Locate the report you want to edit
3. Select the report to open it and make edits

Edit a saved report

For help editing the report, we recommend our guide on creating reports. It will help you apply filters and columns to surface the info you need.

Filter by date

1. On the Reports page, select the report you want to create
2. Select the Date Filter

3. Use the settings to adjust the date filter to either an Exact date, Is before, Is on or after, or Is between
4. Set the date or date range you want to apply to your report

Relative Dates

Use the Relative tab to quickly set a relative date range. You can also select the Custom option to create a custom date range.

Delete a saved report

1. In your GoFundMe Pro account, select General Reports and My Reports
2. Locate the report you want to edit
3. Select the dropdown caret on the report to rename it or delete it

Duplicate a saved report

1. In your GoFundMe Pro account, select General Reports and My Reports
2. Locate the report you want to edit
3. Select the report to open it
4. Select the duplicate icon