How do I run and customise a report?

From Memberships, hover over the More tab and select Reports

Select the Standard Reports tab. 

Click on the standard report your want customise.  This will run the report and open it in a new window.

Click Customize. 


This opens the report so you can customize it.

In the left column is a list of all available fields on which you can report.

Across the top is where you can add filters to select only the information you want.

Select the field you want to use as a filter, drag and drop it into the box the says "To add filters, click Add".

NOTE:  you can also click the Add button next to the word Filters.  This will add a line from which you can select the field from a drop down list.

NOTE:  when you drag and drop a field, ensure that it has a green tick box before you drop it.  If the box is red, the field will not drop.

The Preview section shows the information that is your report.  It updates instantly when you add filters or change the columns in the table.

If there are columns you don't need, click on the down arrow next to the column header and select Remove Column.

If you want to see additional information, find the field in the list on the left, drag and drop it into the Preview section.

NOTE:  when you drag and drop a field, ensure that it has a green tick box before you drop it.  If the box is red, the field will not drop.

You can reorder the columns by dragging and dropping them into the order you want to see them.

Once you have customized the report and can see the information you want, you can run the report or save it.

To save the report, click Save As.

Give your report a name.  The report will be saved in My Reports.

Click Save and Run Report.

The report will be saved and displayed.

NOTE:  when you go back to the My Reports window, if you don't see your report listed, refresh your screen.

For more information on reports, please see the following articles.

How do I export a report?