Report Builder
Using the report builder tool in the Reports Module.
Report Builder OverviewThe Report Builder is a feature that allows you to create custom reports by selecting the fields and prompts to build your report. You can access the Report Builder under the Workspace menu by clicking on Reports. The Report Builder was created before the View Builder feature wa…2 min readReport Builder - Fundraising ReportsWith the Report Builder feature you can create reports that collect information from the Constituents grid and the Gifts grid at the same time. This is useful if you need to create a fundraising report for specific date ranges, funds, or other gift-specific information and cross…4 min readReport Builder - EventsWith the Report Builder feature you can create reports that collect information from the Constituents grid and the Events or Event Attendance grid at the same time. This is useful if you need to create a report for a specific event and cross reference this with information only…4 min readReports Builder - Event AttendanceUnlike the Events report builder, this report allows you to cross reference multiple events. For your new report, enter or select the following: - Report Name - Enter the name of your report. - Tags - This is a column available on the Reports grid, so you can apply any desired t…3 min readReports Builder - InteractionThe reports available from the Reports Builder for interactions can also be created directly from the Interactions grid by using the queries, filters, and sorts on the grid and view builder. There is no cross-reference with the constituents grid for these reports. The benefit of…3 min readReport Builder - Time TrackingThe reports that the Report Builder can create are also available directly from the Time Tracking grid by using the queries, filters, and sorts on the grid and view builder. There is no cross-reference with the constituents grid for these reports. The report builder only pulls i…3 min readReport Builder - Youth MembershipsThe Report Builder allows you to create reports for Youth Memberships which can cross reference the Member information with Enrollment information. For your new report, enter or select the following: - Report Name - Enter the name of your report. - Tags - This is a column availa…3 min readReport Builder - (Youth Membership) AttendanceThe reports that the Report Builder can create are also available directly from the Youth Membership Attendance grid by using the queries, filters, and sorts on the grid and view builder. There is no cross-reference with other grids for these reports. For your new report, enter…3 min read