The Reports list has all your saved reports. To open the Reports list, click , Go to Reports List.
Click a report to open it. The report's type is shown next to .
Click New to create a report.
Find reports in your list in several ways:
Type in the Search box to search any values in the list. Search results are highlighted in yellow.
Select filters to narrow the report list. Active shows reports that can be referenced in other reports, letters, and emails. Inactive shows reports that are deactivated. Click Show more filters to access these additional filter options:
- All Types: A report type is selected when a report is created and is based on what you would like to see. You can filter your report list on Constituent, Transaction, Interaction, Note, and Task.
- All Users: Each user who has created or modified a report appears as a filter option. Databases with standard conversion reports will also see a conversion user. Filter to find reports where the last action taken was completed by a particular user.
Note: Only types assigned to saved reports appear as options to filter on. To clear selected filters, click Reset Filters.
Sort the report list by:
- Date: Sorts reports by the last action taken on a template, most recent to oldest.
- Alphabetically: Sorts reports by report name in ascending order.
To make changes to a report, click the report name or click , then Edit. See Add and Edit Columns for more details.
To copy a report:
- Click .
- Click Copy.
The report is copied. The new report has the original name, plus “Copy.”
To download a spreadsheet of the results:
- Click .
- Click Export to Excel.
- Click Download.