Report Basics

Create Reports - HDV
Create reports using a blank report or a template. To start with a blank report: Click , Go to Reports List. Click New. Click Build a Report from Sc...
Tue, 10 Dec, 2019 at 7:54 AM
Report Basics: Reporting Screen - HD
Report Tab The Report tab contains the main reporting screen. This is where you set filters, add columns, and see results. Results Results displ...
Tue, 6 Aug, 2019 at 8:37 AM
Report Basics: Work with Reports List - HD
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 ...
Tue, 10 Dec, 2019 at 7:54 AM
Report Basics: Add and Edit Columns - HD
Columns display information about report results. Sort or group the report by a column. Filter calculated columns to display specific information. Add C...
Tue, 5 Feb, 2019 at 11:31 AM
Report Basics: Add Filters - HDV
The filters are designed to be read. This makes it easier to set the criteria correctly. To add a filter: Click Add Filter, And, or Or. Choose...
Tue, 6 Aug, 2019 at 8:37 AM
Report Basics: Include versus Exclude - HDV
Include and exclude are opposite sides of the same coin. Adding a filter to the Include section adds results to your report. Adding a filter to the E...
Tue, 6 Aug, 2019 at 8:37 AM
Scheduled Reports - HDV
If you have reports that do not require filter updates every time you run them, but do require you to view or share them on a regular basis—scheduled report...
Wed, 30 Sep, 2020 at 8:11 AM
Filter Emails and Letters - HD
Use the Filters tab of an email or letter template to determine which constituents will be included in the communication. The available filters depend on w...
Mon, 20 Jan, 2020 at 9:29 PM
Report Basics: And versus Or - HDV
Adding a filter using And means all the criteria must be met. Adding a filter using Or means any of the criteria can be met. Think of adding a fi...
Tue, 6 Aug, 2019 at 8:37 AM
Report Columns and Filters - HD
Custom fields are also available as columns and filters. Constituents Name Column Filter Description Valid Values Account Number Column No T...
Thu, 2 Sep, 2021 at 6:52 AM