The Report Center allows you to create reports with Data for all the records in your current filter.
When creating a report, you should keep the following basic questions in mind:
WHO are you running the report on?
WHAT database fields do you want to see?
HOW do you want the data displayed?
WHO are you running the report on?
| □ | The reports you create and run in the Report Center will always use the records in your current filter as the base set of data. |
| □ | For example, if your goal is to get a list with contact information of people in Program A who have an outstanding balance, you would want to first load a filter (or combination of filters) with Program A and “Has balance” as the criteria, then create or run a report that includes the desired contact information fields. |
| □ | The Filter determines WHO you see and the Report itself determines WHAT you want to see for those records in your filter. |
WHAT database fields do you want to see?
| □ | Part of creating a report involves selecting the specific database fields that you would like to show up on your report. Once you’ve started a new report or are editing an existing report, you will see two assignment boxes. The left box contains all of your available database fields and the right box contains a list of the fields that are currently included in the report. To select fields for your report simply click and drag from the “Available” box to the “Selected” box. |
| □ | The types of fields you select will determine the level of detail for each record in the report. In other words, if each individual record in your report is at the Account, Participant, Registration, or Financial Option level. |
HOW do you want the data displayed?
| □ | By default, the fields you’ve chosen for your report will become the columns and each record becomes a row. To change the label of the column, simply double-click on the database field name in the “Assigned Fields” box and type new name. When you run your report, select your desired layout from the drop down list next to the “Run Report” button. |
