> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartchange.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Run, export, and schedule reports

Every report lives under **Reporting**. You can run a report for a date range and for one form or all forms, export it, or schedule it to run again.

### Run a report

1. Click **Reporting** in the left menu.
2. Choose a report from the list.

![Reporting with the Reports and History log tabs](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/reporting_a8jlxb.jpg)

3. Set the date range.
4. Use the **All forms** filter to pick one form, or keep all forms.
5. Click **Generate**.
6. Click **Export report** to download it.

![A report page with date range, All forms, Schedule, Generate, and Export report](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/report-bundlers_12xa0y4.jpg)

Each report page explains **What the file contains** and lists the columns under **What the export contains**. It also shows the timezone and suggests **Related reports**.

### Schedule a report

Open the report and click **Schedule** to have it run again without you.

### See past files

The **History log** tab is a record of every file anyone in your organization has generated.

### Which report to use

- **Money in:** Payments, Revenue summary, Recurring revenue, Subscriptions, Spare changes, Organization donations, Refunds, Fee cover. Fee cover shows the fees contributors chose to cover. Not every contributor covers the fee, so what you receive can be less than what was given.
- **Payouts:** Payouts, Payout detail, Payout reconciliation.
- **Contributors:** Contributors, Contributor list, Retention and lapse, How they found you, Bundler performance.
- **Events, memberships, and store:** Tickets, Event tickets, Memberships, Store orders.
- **Slates and connected organizations:** Slate recipients, Slate organizer, Connected-org allocations.

The **Raw exports** group holds flat files for your accountant, your CRM, or a spreadsheet.

SmartChange prepares these reports. Your organization is responsible for any filing.

### Ask the Agent for a report

1. Click **Agent** in the top bar.
2. Under **Start something**, choose **Create a report**, or describe the report you want.
3. The Agent builds a downloadable CSV. Ask it to add or remove columns, change the dates, or narrow it down, then download it.

![Agent panel with Start something and Create a report](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/agent-panel_1py5o5i.jpg)

### Export one form's payments

Open the form, click **Actions**, then **Export payments**. You get a CSV of that form's payments.

Questions? Email us at [support@smartchange.app](mailto:support@smartchange.app).