The Grid

The Grid is the report for questions the other reports don’t answer. You pick the columns, the grouping, the filters, and the sort.

karani.co/reports/grid

Build the view you need.

What you control

• Columns — which fields appear, including computed financial ones like total given and lifetime giving
• Grouping — collapse rows by status, group, tag, state
• Filtering — narrow to the population you care about
• Sorting — by any column

Things it’s good for

Ranking donors by lifetime giving. Add the lifetime giving column, sort descending. This is your major donor list, and most people have never actually looked at it.

Comparing segments. Group by tag or group with giving totals as columns, to see which segments actually give.

Geographic analysis. Group by state with giving totals, to work out where a trip is worth making.

Building a targeted list. Filter to exactly the population you want, then export it.

Finding data gaps. Show the email and address columns and sort — the empty ones float together, and you can see how much of your list you can actually reach.

Start narrow

The Grid can show a lot at once, and a grid with twelve columns and no grouping is harder to read than the contacts list. Pick the two or three columns that answer your question.

Exporting

Export downloads the current view — your columns, your filters, your sort — as CSV. That’s the main reason to use The Grid over advanced search: you control exactly what lands in the spreadsheet.

The Grid vs. advanced search

	The Grid	Advanced search
Output	A configurable table	A contact list
Choose columns	Yes	No
Grouping and subtotals	Yes	No
Save the configuration	No	Yes, as a saved search
Best for	Analysis and export	A list you’ll re-run

Use advanced search for “show me these people, regularly”. Use The Grid for “let me look at this from a few angles and take a spreadsheet away”.

On a small screen

The Grid is a wide table. It works on a phone but it isn’t pleasant. Save it for a laptop.