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Report Center: Key Concepts |
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Overview
The Report Center provides you with an efficient and effective way to display data. Each account in your database contains multiple fields of data, and the Report Center organizes that data into a usable document. In other words, the Report Center allows you to generate lists of data for the people in your filter. On the left side of the Report Center is a list of folders. When you click on a folder name, a list of the reports in that folder will display in the right column. The Report Center automatically opens to the 'Unassigned' folder, but you can click on the other folder names to see different reports. By clicking the
Pre-Created Reports
The Report Center comes with several "pre-created” reports, which will help you with your day-to-day operations, as well as with larger organization-wide financial management. Please take some time to explore these pre-created reports. They can save valuable time! Note that some of these pre-created reports do not recognize filters. Also note that most of these reports are 'Specialized Reports' and cannot be edited.
Creating Reports
You can also create your own reports. There are 2 basic types of reports: General Information Reports and Transaction Reports.
Your report's layout is customizable to your organization's needs. Also, you can view your reports in your Internet browser, or you can download the report to your computer. Please take time to explore the pre-created reports, and do not hesitate to experiment by creating your own reports. If you would like to learn more or access step-by-step instructions, please visit the Report Center section of this Help File and watch the video below.
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