Report Tab

The Report tab contains the main reporting screen. This is where you set filters, add columns, and see results.

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.

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Details Tab

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.

Save Reports

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.
If you have not saved the report yet, you are prompted to name the report and add a description. 

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