Description: Overview of how to read the AmpliFund data schema, the most common categories used in building custom reports and the joins/relationships that are available. During this session we’ll walk through some frequently used fields in categories to enable common report use cases. As part of this session, we’ll review how to build custom reports with custom forms and form extensions and categories they are joined to.
Articles in this section
- 08.14.2026 2-3pm ET: Custom Reporting Deep Dive: Data Categories and Joins
- 08.13.2026 2-3pm ET: Document Builder: Reports with Document Templates
- 08.12.2026 2-3pm ET: Dashboard Reports
- 08.11.2026 2-3pm ET: Custom Reports: Crosstab Overview
- 08.10.2026 2-3pm ET: Custom Reporting Overview
- 12.08.2025: How to Personalize a Standard Report: Grant Budget Variance
- 04.14.2026 2-3pm ET: Build Together: Workflow Reports
- 04.17.2026 2-3pm ET: Fun with Formulas
- 04.13.2026 2-3pm ET: Custom Reporting Overview
- 12.12.2025: Build Together: Report with Application Data (Grant Maker Only)
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