Create a Report | Scribe

    Create a Report

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      Reports can be generated from multiple starting points. \ \ Some of the most common starting places to create a report are: 1. Report Manager 2. My List 3. Standard Report Type 4. Dashboard
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      For our full collection of guides on reporting, including how to customize reports or generate a specific report, see the course [Reporting](https://clctoolbox.thinkific.com/courses/reporting).

      From Report Manager

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      Search and select REPORT MANAGER in the lefthand search bar.
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      The Report Manager has a list of options designed to make navigation faster for users but it can be overwhelming when you are new to using reports. \ \ Hover over each option to see a brief description of each.
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      Click DEFAULT TEMPLATES to see a list of all standard report templates.
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      Use the drop-down labelled ALL TYPES to filter for specific report categories.\ \ For example, filter for reports related to "Fundraising", "Contributions", "Contacts", "Online Actions", etc.
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      Click on the title of a report to generate it.
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      Some reports may request additional information before loading. \ \ For example, an Online Forms Custom Questions Report generates all the answers to custom questions on a form. A popup will request you to choose which form you want to see the report for. \ \ In this case, select the FORM NAME and then click LOAD REPORT.
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      The report has been generated!\ \ To customize it, move back in this course to see the guide "Customize a Report".

      From My List

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      Use this option when you already have a list of contacts to analyze loaded in your MY LIST. For more on how to create a list, see the EA help article [How to: Use Create a List for searching](https://help.everyaction.com/s/article/2396232-running-searches-create-a-list).
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      Click MY LIST in the left-hand menu.
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      Click REPORTS.\ \ This will send only your current list of contacts into the report.
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      From the drop-down list of options, select the type of report you want to use.\ \ Click NEXT.
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      If you're not sure which type of report you need, COUNTS OF CONTACTS REPORT is a helpful template to default to when starting to use reports for the first time as it creates a basic report of contacts that you can customize and filter.
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      The report has been generated!

      From Standard Report Type

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      If you already know which report type you need, type the name of it in the left-hand search bar. \ \ For example, search for and select the EVENT PARTICIPANT REPORT.
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      The report has been created!