Create reports using a blank report or a template.

To start with a blank report:

  1. Click Reports icon, Go to Reports List.
  2. Click New.
  3. Click Build a Report from Scratch.
  4. Click the type of information you want to see in your report. Don’t worry, you can access other types of information from the report. For instance, you can filter on interactions from a constituent report. However, the results will show the constituent information, not the interaction information.
  5. Continue building your report by adding filters and columns. See “Customize and Save” for more details.

To start with a template:

  1. Click Reports icon, Go to Reports List.
  2. Click New.
  3. Click Start from a Template.
  4. Click a template.
  5. If needed, add filters and columns. See “Customize and Save” for more details.

Customize and Save 

Build or customize a report by adding filters. See Report Basics: Add Filters for more details.

Tip: If needed, click Refresh to see results. If results are slow to display, you'll get your report faster if you wait instead of leaving the page. 

Select which information the report shows by adding and sorting columns and by grouping the rows. See Report Basics: Add and Edit Columns for more details.
To save the report:
  1. Click Save And.
  2. Click:
    • Keep Editing: Save the report and keep working.
    • Export to Excel: Save the report and download a spreadsheet.
    • Go to Report List: Save the report and go to the Reports list.
  3. In the Enter Name box, name the report. Add a description if you want. The description is used when you reference a report.

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