Reporting

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

8 articles in this collection
Written by Jorge and JR

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

People Query Builder

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

Introduction

Describes how to write queries which report on people data.

Written by Jorge
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