Reporting

Overview

Common Reports Functions

Filtering

You can apply a number of filters to your reports, to generate the result you need. For Example, the image below displays the Contacts Report. This report can be filtered to a specific membership status, membership type, tags, last communication date, and so on, by selecting options from the drop-down lists.

Criteria/Filters - Additional filters may be applied by clicking the + button in Criteria / Filters. You can then select from database fields to customize your search. If you have created custom fields for your contacts, the Criteria/Filter option will allow you to select the custom fields. In the image below, a custom field What is your Birth Month has been selected with the criteria Equals July.

Operators include: Equals, Starts With, Contains, Ends With, Is Empty, Is Not Empty.

Display Options

The Display Options allow you to define the fields to include in your report, how to summarize the report, and the display mode.

• Fields to Display - Select the items that you want to include in your report. Default fields are included, and you may select additional fields (or remove default fields) by clicking the Fields to Display box.
• Summarize By - This option allows you to select how you want to summarize the results of your report. For Example, you may want to summarize the report by sales person or by probability.
• Display Mode - This options allows you to display your report results summarized or detailed.

Export Reports

All reports may be exported (either detail or summary) to PDF or Excel. Click the down arrow on the Run Report button to select an export option.

Email Reports

All reports may be emailed. Click the down arrow on the Run Report button to select Email this Report.

Create a List/Committee from a Report

You can easily create a new list, or add to an existing list the contacts from a report. Click the down arrow on the Run Report button and select Add to List.

On the Add Contacts to List screen, select a list from the Groups drop-down list OR click the + to create a new list. Click Here for more information on creating Lists/Committees.

Save a Report as a New Report

If a report you have created contains custom filter criteria that you intend to use frequently, you can save the report with your customized settings.

1. Click the down arrow on the Run Report button.

   

2. Click Save As New Report.

   

3. Enter a Report Name. This name will be displayed in the list of available reports when you are in the Reports module.
4. Enter a Description of the report. This is optional, but will also be displayed in the list of available reports in the Reports module.
5. If you do not wish to make this report available to other users, click the Hide This Report From Other Users check-box.
6. Click Done to save your new report.