Reporting Guide

Reporting Guide

NOTE: Due to a recent update to the reporting module, you may notice some differences between your system and the screenshots in this tutorial. We are working to update the screenshots, but in the meantime, the steps in the tutorial below are accurate/have not changed

1. Resources
   

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   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
   

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   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
   

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   1. Basic Reporting Part II: Report Layout - REQUIRED

    

4. Basic Reporting Step III: Create a New Report
   

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   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
   

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   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
   

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   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
   

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   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
   

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   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
   

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

    

10. Additional Resources
    

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    1. Introduction to Evaluation Webinar Recording
    2. Exago Support Library