Basic Reporting Part VI: Creating Custom Reports Using Cross-Tab Reportss
- Cross-Tab reports are matrix-style reports, akin to Pivot Tables in Excel. They can be used to tabulate things like Total Donations per Donor (or donation source or campaign or program) per year (or month or quarter), Total # of Memberships per Membership Level Per Year or Average Number of Volunteers per Volunteer Activity per year. Pictured below are two different Cross-Tab examples.
- Cross-Tab reports can be created by selecting Enhanced Reports from the Main Menu.
- Click the "New Report" button in the lower right hand corner and select "Cross-Tab Report"
- A video tutorial on creating a cross-tab report is below. Complete Written Step-by-Step Tutorial for creating a cross-tab report is in the Exago Support Library at: http://support.exagoinc.com/hc/en-us/articles/215237608-CrossTab-Reports