BASIC REPORTING PART III: Create a New Report - Reporting Options Comparison Chart (REQUIRED)
There are many ways to pull data from your system. Below, we present some of the most commonly requested reporting functions and identify which reporting tool is best for accomplishing that particular reporting objective.
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Out of the Box Option |
Advanced Search |
Express View Report |
Advanced View Report |
Cross Tab Report |
Custom Dashboard Report |
List of event attendees and if they paid or not |
Best Option Event Attendee Export OR Events Smart Dashboard OR Default Reports |
|
2nd Best Option |
Also an Option |
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List of current members or ex-members |
2nd Best Option Membership Smart Dashboard OR Default Reports |
Best Option |
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List of donors and their donation details |
Best Option Smart Dashboards OR Default Reports |
|
Yes |
Yes |
|
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List of recent financial transactions |
Best Option Financials Screen OR Default Reports |
|
Yes |
Yes |
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Filter by “Null”/Is Empty |
|
Best Option |
|
2nd Best Option (need to use a saved search in your report) |
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Exclude contact or household if in group (e.g. "exclude any donors who donated to X campaign") |
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Yes* |
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Basic Aggregation / Math (Sum, Total, Average) |
|
(can search / filter by aggregation) |
Yes |
Yes |
Yes |
|
Use Formulas / Functions for More Complex Math or Formatting |
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Yes |
Yes |
Yes |
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Sort Data Shown on the Report |
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Only by first or last name. Once you export to excel you can sort however you wish. |
Yes |
Yes |
Yes |
|
Group or Aggregate Data |
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Yes |
Yes |
Yes |
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See Individual Records/Details |
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Limited data shown in the search export |
Yes |
Yes |
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Create Non-Duplicated List of Contacts |
|
Best Option |
Need to use Grouping or Use a Saved Search in the Report |
Need to use Grouping or Use a Saved Search in the Report |
Yes |
|
Create a Mailing List Report |
|
Best Option |
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Use grouping to suppress details / duplicates |
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Apply Filters to Limit Data Shown |
|
Yes |
Yes |
Yes |
Yes |
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Advanced Options to Control How The Report Decides What Data to Show |
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Yes |
Yes |
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Ability to Export to PDF |
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Yes |
Yes |
Yes |
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Interactive Ability to Filter and Format "On the Fly" |
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Yes |
Yes |
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