General


 

Reports User Guide

Overview

CivicRec's Reports platform brings powerful features giving you more access, control, and customization of reports. This guide will introduce you to the basics of the reporting system, so know how to generate any report you need.

Instructions

  1. Navigate to Reports tab 
    reports.png
  2. Reports page will display
    reportspage.png

Filter the Report

  1. Select a report
    selectreport.png
    • Search: Use the search function to quickly find and select a report
      Rec_Reports_Search.png
  2. Click Filters
    filters.png
    • Note: Different report types will have different filters available. The tabs on the left side are categories of filters that can be selected.
      differentfilters.png
  3. Click Apply to refresh the report with the selected filters
    apply.png



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