Reporting
Learn how to run a variety of built-in and ad-hoc reports to gain deeper insight into your data.
19 articles
Training Video for Custom DashboardsThis article includes the training video for setting up and editing widgets.
How do I set my personal default dashboard?Describes how to set your personal default dashboard.
Training Video for the Query BuilderOverview of the capabilities of reporting and mass changes of the Query Builder
IntroductionDescribes how to write queries which report on people data.
How do I save, edit or delete queries?Describes how to save, edit, delete, and share queries in the Reporting module.
How can I schedule query builder results to be emailed to myself or a list of recipients?Describes how to schedule query builder results to be emailed to yourself or a list of recipients.
How do I add filters?Describes how to add filters to a query in the query builder.
How do I configure the filters?Describes how to configure and edit the filters added to a query.
How do I change the columns in the results?Describes how to change which columns appear in the results and their order.
How do I view the results of the query?Describes how to view results of a report query and details what actions can be done on this data.
How do I filter seasonal addresses via Query Builder?Describes how to filter data based on seasonal addresses.
How to group filters in the Query Builder for complex reports.Explains how to group filters with parentheses to control AND/OR logic.
How do I send a mass email?Describes how to email several people at once using the Query Builder.
Metrics
This collection covers the Metrics Module.
How do I use the Metrics Module?A general overview of using the Metrics Module to track various data points.
How do I perform a mail merge?Describes what a mail merge is and how to perform one.
How do I generate address labels?Describes how to generate and print address labels from query results.
How do I schedule a report with a listing of first-timers?Describes how to get an email list of first-time guests.