Custom Reports
- Chamber Nation |
- 17 steps |
- 2 minutes
1
Click "Reporting"
2
Click "Custom Reports"
3
Click "Add New Report"
4
Provide a name and a brief description for your report. You can also choose whether to include this report in the Quick Reports section accessible to all members.
5
Click this button.
6
Specify which member types should be included in the report, such as Prospects, Lifetime Members, etc. Additionally, indicate whether to include active members, dropped members, or both.
7
Click this button.
8
This page offers several options to refine your report by including or excluding members based on specific criteria. You can select none, one, or multiple criteria for your report.
9
10
Click this button.
11
In this step, you can choose multiple fields for sorting your report. Select each field and specify whether to sort in ascending or descending order. You can sort on up to four fields.
12
Next, you can select the output format for your report. Options include various PDF-based formats, such as standard report, mailing labels, and name badges. You can also generate comma-delimited extract files or choose HTML-based outputs, which present the report as a regular web page.
13
For reports with a custom layout where you select the specific fields to display, choose "Selected Fields Only."
14
Click this button.
15
Select the fields you would like to appear on the report
16
Click "Continue >>"
17
The final page displays the generated report, along with tools to search or export the data.
