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Reporting Guide

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Terri Bruce
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  1. Resources
    1. Request Us to Build You a Custom Report (fee-based)
    2. Why Am I Receiving an Error Every Time I Try to Run A Report
    3. Out of the Box Reporting Tools Comparison Chart - REQUIRED READING

     

  2. Basic Reporting Step I: Getting Started
    1. Quick Start Guide to Reporting - READ ME FIRST!
    2. Basic Reporting Part I: Getting Started - REQUIRED

     

  3. Basic Reporting Step II: Decide On Report Layout
    1. Basic Reporting Part II: Report Layout - REQUIRED

     

  4. Basic Reporting Step III: Create a New Report
    1. Out of the Box Reporting Tools Comparison Chart - REQUIRED READING
    2. Basic Reporting Part IIIa: Creating Custom Reports Using the Express View Interface
    3. Basic Reporting Part IIIb: Creating Custom Reports Using the Advanced Reports Interface
    4. Basic Reporting Part IIIb.i: Creating Custom Reports Using the Advanced Reports Interface Extended Webinar (provided by Exago)
    5. Basic Reporting Part IIIb.i: How to Convert an Express View Report to an Advanced Report
    6. Basic Reporting Part IIIc: Creating Custom Reports Using the Crosstab Reports Interface
    7. Basic Reporting Part IIId: Creating Custom Reports Using the Dashboard reports Interface

     

  5. Basic Reporting Part IV: Adding Filters
    1. Basic Reporting Part IV: Adding Filters (REQUIRED)
    2. Basic Reporting Part IVb: Donation Report Tips
    3. Basic Reporting Part IVc: Membership Report Tips
    4. Basic Reporting Part IV FAQ: How to Use a Saved Search in a Report
    5. Basic Reporting Part IV FAQ: How to Make Filters Prompt for Value Each Time a Report is Run
    6. Basic Reporting Part IV FAQ: Understanding "Not In"/"Not Equal To"
    7. Basic Reporting Part IV FAQ: How to See the First (Earliest) or Last (Latest) Record in a String of Records

     

  6. Basic Reporting Part V: Adjusting Report Output
    1. Basic Reporting Part V: Adjusting Report Output (STRONGLY RECOMMENDED)
    2. Basic Reporting Part Vb: Advanced Reports Interface, HTML Viewer, Table Joins, and More (Webinar Recording)
    3. Basic Reporting Part V FAQ: How to Adjust Table Joins (aka Why Is This Report Showing Me All Contacts In My Database?)
    4. Basic Reporting Part V FAQ: How to Add a Group Header/Footer to a Report
    5. Basic Reporting Part V FAQ: How to Group a Report by Household
    6. Basic Reporting Part V FAQ: How to Create a Mailing List Report / How to Create a Report With No Duplicated Names
    7. Basic Reporting Part V FAQ: If / Then Formulas
    8. Basic Reporting Part V FAQ: How Can I Add a Column That Gives the Household Salutation for a couple and the Individual Salutation if Not A Couple?
    9. Basic Reporting Part V FAQ: How to Use Cell References
    10. Basic Reporting Part V FAQ: How Do I Get Contact Types to Show Up On One Line?
    11. Basic Reporting Part V FAQ: How to Convert Month Numbers to Month Names
    12. Basic Reporting Part V FAQ: How Do I Display the Values of Two or More Cells in One Cell (Concatenate)
    13. Basic Reporting Part V FAQ: How Do I Get a Report That Only Shows Donors Who Gave Over a Certain Amount Total?
    14. Basic Reporting Part V FAQ: How to Sort a Report With Both Individuals and Organizations Alphabetically
    15. Basic Reporting Part V FAQ: How Do I Sort a Report by a Sub-Total
    16. Basic Reporting Part V FAQ: How Do I Display the Filter Values on the Report?

     

  7. Basic Reporting Part VI: Troubleshooting Reports
    1. Basic Reporting Part VI: Troubleshooting Reports (REQUIRED)
    2. Why Am I Receiving an Error Every Time I Try to Run A Report

     

  8. Basic Reporting Part VII: Formatting Your Report
    1. Basic Reporting Part VII: Formatting Your Report
    2. Basic Reporting Part VII FAQ: How to Format Phone Numbers in a Report
    3. Basic Reporting Part VII FAQ: Add Today's Month and Year to Report Header
    4. Advanced Reporting Part VII: Year End Reports That Dazzle and Amaze 2018

     

  9. Basic Reporting Part VIII: Using Your Report
    1. Basic Reporting Part VIII: Using Your Report
    2. Basic Reporting Part VIIIb: Using the Interactive HTML Report Viewer

     

  10. Additional Resources
    1. Introduction to Evaluation Webinar Recording
    2. Exago Support Library

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