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General


 

Reports Overview

 

Overview

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

Instructions

  1. Navigate to Reports
    reports.jpg
  2. Select the category of reports that you wish to view
    select_the_category_of_reports_to_view.jpg
  3. Select a specific Report to view
    select_a_specific_report_to_view.jpg
    • Note: Next steps are optional.
  4. Select filters
    • Edit From and To dates
      select_from_and_to_to_filter_dates.jpg
    • To filter, select the Filters button
      select_filters_for_report.jpg
      • Note: Different report types will have different filters; tabs on the left side are categories.
      • To finalize Filters, click Apply
        select_apply_to_finalize_filters.jpg
    • Select Fields to reveal a list of fields to include in the report
      select_fields_to_include_in_report.jpg
      • Note: Menu contains a list of categorized fields in CivicRec that you can include in any report. To sort fields alphabetically, click the A-Z icon
      • To finalize Fields, click Apply
        select_apply_to_finalize_fields.jpg
    • Select the Refresh icon to reload the page
      select_refresh_to_reload_the_page.jpg
  5. View report
    view_report.jpg
  6. (Optional) Select Exporting options
    • Select Printer icon to print the report
      select_print_to_print_report.jpg
      • Print Report: Print normally
      • Print Report: Print on separate pages
      • Account Holder Mailing Labels: Print as mailing labels
      • Individual Mailing Labels: Print as mailing labels
        • Note: Some reports may only have the option to Print Report normally.
    • Select the Grid Icon to export the report as an Excel spreadsheet
      select_the_grid_to_export_report_as_an_excel_spreadsheet.jpg
      • Normal: A regular spreadsheet with filters
      • Raw: Includes all the data without sections and tallies
    • Select the Envelope Icon to email a report
      select_the_envelope_to_email_the_report.jpg
      • In Email Body: Spreadsheet will be content in the email
      • Exported as Attachment: Will be attached as an Excel attachment
        • Email Report To: Input email addresses separated by commas
        • Email Lookup: Search tool to find email addresses
      • Include Report:
        • In Email Body: Spreadsheet will be content in the email
        • Exported as Attachment: Will be attached as an Excel attachment
      • Select Send to deliver the email(s)
    • Select the Calendar Icon to set up a report to run automatically
      select_the_calendar_to_schedule_automatic_report.jpg
      • Schedule: Choose from None, Daily, Weekly, or Monthly
      • Start Date/Time: Choose when to start the automatic reports
      • End Date (Optional): When to end automatic reports
      • Include Report: Will be sent as an email, either in the body or as an attachment
      • Email Report To: Input email addresses
      • Email Lookup: Search tool to find email addresses
      • Auto Dates: Determines the date range used
      • Select Save to save the schedule
    • Select the Save icon to further customize a report
      select_save_to_further_customize_report.jpg
      • Last Updated: Displays when the report was last changed
      • Report Title: Title of custom report
      • Who Can See It?: Choose from Me Only or All Staff
      • Description: Brief description of the report
      • Current Location: Select to identify current location
      • Select Save to save the report
    • Select the Communicate tab to send a Mass Communication Email
      select_communicate_to_send_a_mass_communication_email.jpg
      • Note: Not all reports have the Communicate option.



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