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.

Important Note

• Reports only pull transactional data from the date range that you set on the report, even if you are filtering to a specific instructor, facility, or activity.

Instructions

1. Navigate to Reports
   
   
2. Select the category of reports that you wish to view
   
3. Select a specific Report to view
   
   
   • Note: Next steps are optional.
4. Edit From and To dates
   
5. Select Filters and click Apply to save
   
   
   • Note: Different report types will have different filters; tabs on the left side are categories.
   • Note: Data or facilities that have been deleted will still be retained. These items will be shown in red in the filter/fields tools of the reporting module. 
     
6. Select Fields to reveal a list of fields to include in the report and click Apply
   
   
   • Note: To sort fields alphabetically, click the A-Z icon. The fields available will differ depending on the report selected. 
7. Select the Refresh icon to reload the page
   
8. View the report
   
9. If desired, select additional options:
   • Print Report: Select to print the report
     
   • Export Report: Select the grid icon to export the report as an Excel spreadsheet
     
     
     • Normal: A regular spreadsheet with filters
     • Raw: Includes all the data without sections and tallies
   • Email Report: Select the envelope icon to email a report
     
     
     • 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 with download link: A download link for the report will be provided in the email
         • Note: The download link is unique for the report file and requires login credentials to the internal side of CivicRec. The link to the report will not expire. 
     • Send: Select to deliver the email(s)
   • Schedule Report: Select the calendar icon to set up a report to run automatically
     
     
     • 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: Choose to include the report in the body of the email and/or as a download link
       • Note: The download link is unique for the report file and requires login credentials to the internal side of CivicRec. The link to the report will not expire. 
     • Email Report To: Input email addresses separated by a comma
     • Email Lookup: Search tool to find email addresses
     • Auto Dates: Determines the date range used
     • Save: Click to save the schedule
   • Save Report: Select to save a custom report
     
     
     • Report Title: Title of custom report
     • Who Can See It?: Choose from Me Only or All Staff
     • Description: Add a brief description of the report
     • Current Location: Select to identify a current location
     • Save: Select to save the report
10. Select the Communicate tab to send a Mass Communication Email
    
    
    • Note: Not all reports have the Communicate option.