Report Center: Key Concepts

Top  Previous  Next

 

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 DataCenterPlusIcon next to the folder name, you can expand that folder to view other folders.

 

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.

ReportTypes

General Information Reports contain information about the accounts, participants, and events.  Any question that you ask on your registration form can be included in a report, as well as event details and information about financial options purchased.  You'll want to spend some time exploring the database fields available to you in a General Information Report.  Also notice that you can group and sort information in these reports.
Transaction Reports allow you to view information about financial transactions that have taken place.  You can set a date range to view a specific time period, and you can limit the report to show transactions processed through Thriva or outside of Thriva.

 

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.

 

 

REPORT CENTER VIDEO