Reporting Guide


 

Filtering Reports

Overview 

This article will show you how to filter reports in CivicRec.

Instruction

  1. Click Reports
    civicrec_reports.jpg

  2. Select the desired report
    filtering_reports_select_report.jpg
    • Note: Use the search to locate the report if necessary.
      Use_the_Search_Bar.png
  3. Click Filters
    Click_Filters.png

  4. Select your filter options
    filtering_reports_filter_options.jpg
    • Note: Different report types will have different filters available.
    • Note: Use the left-hand menu to select different filter options.
      filtering_reports_select_filter_options.jpg
  5. Click Apply
    filtering_reports_apply.jpg

  6. View results
    filtering_reports_view_results.jpg

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