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| 1. | Go to Tools > Report Center. |
| 2. | Click the create new Report button (paper with a green plus icon) to create a new report. |
| 3. | In the report type selection box that appears, click on the button to the left of the “Transaction Report” option. |
| 4. | You will then have the option to create a Basic or Detailed Transaction Report. Depending on your needs for the level of detail, select the report by clicking the button to the left of the Transaction Report type. |
Click here to see the difference between Basic and Detailed Transaction reports
| 5. | First type in a name for your report. |
| 6. | Set the time period that you’d like to view by using the drop down to select a pre-defined period or entering your own specific period by selecting “Custom Time Period” |
| 7. | Use the check boxes to select the Transaction Types you’d like to see in your report |
| 8. | If you’d like to only see a transactions entered via a certain method (For example: transactions that took place online, through MyEvent, or entered by a specific user), check the “Only Include Transactions Entered Via” box and select the appropriate item in the drop down. |
| 9. | By default, certain fields will be selected to include in the Transaction report in the “Fields” section. You can change these fields by clicking (hold the “Ctrl” key to select multiple) and dragging them from one box to another (available fields to include are on the left, fields currently included in the report are on the right). Note: In the drop down labeled “Select Type of Field to Display,” select the type of field you’d like to include in your report. The “Select Type of Field to Display” drop down allows you to “browse” through your database fields by type. To select a field to include in your report, simply click on the field in the “Available Fields” box (hold ctrl or shift to select multiple) and dragging and dropping it into the “Selected Fields” box on the right. |
| 10. | You can adjust the order of your fields (which will become the order of the columns in your report) by selecting and dragging the fields in “Selected Fields” up and down in the list |
| 11. | Your report will automatically sort by the first field by default. However, you can change this sort method in the Format section, by using the “Sort By” drop down. |
| 12. | You can also use the Group By functionality to reorganize the structure of your report to group related data together and summarize the data in different ways. |
| 13. | Hit Save. To run, just select a report format and click “Run.” |
| 14. | Note: The new report will be created in the folder you had currently selected (or if none was selected, the report will be created in the “Unassigned” folder) |
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Relevant Links
How to use Group By to structure your Report data and add page breaks
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