Custom Reporting

Custom Reporting

Our custom reporting feature empowers organizations to create and reuse multiple reports as needed. Here's how you can utilize this tool:

1. Accessing Custom Reports

To begin, navigate to the Administrative Functions section of the main menu and select "Custom Reports." You will be presented with a menu where you can add, change, or delete reports.

2. Adding a New Report

To create a new report, click on "Add New Report." You will then be guided through a series of pages to configure the report.

2.1 Report Name

On this page, provide a name and a brief description for your report. You can also choose whether to include this report in the Quick Reports section accessible to all members.

2.2 Member Types

Specify which member types should be included in the report, such as Prospects, Lifetime Members, etc. Additionally, indicate whether to include active members, dropped members, or both.

2.3 Query Construction

This page offers several options to refine your report by including or excluding members based on specific criteria. You can select none, one, or multiple criteria for your report. Examples of criteria include:

- Project/Committee: Report on members who have opted into a specific project or committee.

- Email/Newsletter Lists: Report on members who are subscribed to the newsletter or specific email lists.

- Member Security Level: Report on members with administrative-level security.

- Join Month/Date: Report on members who joined in a particular month or based on specific join dates.

- Drop Date: Similar to join date, this criteria allows you to report on members based on their drop date.

- Paid Through Date: Requires enabling in Configuration > Reporting/Quick Reports/Custom Reports > Reporting Preferences. This option shows the "Paid-Through" field in the custom reports query options.

- City, State, ZIP, Country: Report on members based on specific location details.

- Custom Fields: If you have set up custom fields, they are available here for creating queries.

Note that records must meet all selected criteria to appear in the report. For example, if you specify a Project/Committee and a Drop Date, only records marked as belonging to the Project/Committee and dropped within the specified date range will be included in the report.

3. Selecting Sort Order

In this step, you can choose multiple fields for sorting your report. Select each field and specify whether to sort in ascending or descending order. You can sort on up to four fields.

4. Choosing Document Type

Next, you can select the output format for your report. Options include various PDF-based formats, such as standard report, mailing labels, and name badges. You can also generate comma-delimited extract files or choose HTML-based outputs, which present the report as a regular web page.

5. HTML Output Fields (if applicable)

If you selected HTML Table format, the subsequent page allows you to choose multiple fields from the database. These fields will be displayed in a table-like format, with each member's information in a row and columns representing the fields.

6. HTML Custom Format (advanced option)

If you require highly customized output, the HTML Custom Format offers advanced formatting possibilities. Please contact our support team for assistance in creating sophisticated reports with this option.

Feel free to explore our custom reporting feature to create tailored reports that suit your organization's needs. If you have any further questions or need assistance, don't hesitate to reach out to our help desk.