The Report tab contains the main reporting screen. This is where you set filters, add columns, and see results.
Results display as soon as you add a filter. This enables you to preview your results to make sure your filters are correct. This also means you can create a one-time report without adding it to your Reports list!
Results update when you change the filters. Click Refresh to pull in new data without changing the filters.
Tip: If your reports don't automatically display or refresh, click Refresh.
Click a result row to see the item's page.
The Details tab contains the report's name and description. Change the report's name here. Descriptions are used when referencing the report.
For non-constituent reports, click Export Households to show household information in the results.
To save a report, click Save And and click an option:
- Keep Editing: Saves the report and keeps you on the main reporting screen.
- Export to Excel: Saves the report and generates a spreadsheet of the results.
- Go to Report List: Saves the report and takes you to the Reports list.