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 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 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.
- How do I add a custom to-do item to my dashboard?Describes how to create and manage custom items on the To-Do List dashboard widget.