Reporting

Learn how to run a variety of built-in and ad-hoc reports to gain deeper insight into your data.

10 articles in this collection
Written by Jorge and JR

People Query Builder

Introduction

Describes how to write queries which report on people data.

Written by Jorge
Updated over a week ago

How do I save queries?

Describes how to save queries within the reporting module and share saved queries with others.

Written by JR
Updated over a week ago

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.

Written by JR
Updated over a week ago

How do I add filters?

Describes how to add filters to a query.

Written by Jorge
Updated over a week ago

How do I configure the filters?

Describes how to edit and configure the various filters added to a query.

Written by Jorge
Updated over a week ago

How do I change the columns in the results?

Describes how to change which columns appear in the results as well the ordering.

Written by Jorge
Updated over a week ago

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.

Written by Jorge
Updated over a week ago

Report Library

What is a Lapsed Donor report?

Describes what a lapsed donor report is and where to find and configure that report.

Written by JR
Updated over a week ago

Report Library Overview

Outlines canned reports available within the report Library.

Written by JR
Updated over a week ago

Other

How do I perform a mail merge?

Describes what a mail merge is and how to do one.

Written by Jorge
Updated over a week ago