Reporting Guide
- Resources
- Request Us to Build You a Custom Report (fee-based)
- Why Am I Receiving an Error Every Time I Try to Run A Report
- Out of the Box Reporting Tools Comparison Chart - REQUIRED READING
- Basic Reporting Step I: Getting Started
- Basic Reporting Step II: Decide On Report Layout
- Basic Reporting Step III: Create a New Report
- Out of the Box Reporting Tools Comparison Chart - REQUIRED READING
- Basic Reporting Part IIIa: Creating Custom Reports Using the Express View Interface
- Basic Reporting Part IIIb: Creating Custom Reports Using the Advanced Reports Interface
- Basic Reporting Part IIIb.i: Creating Custom Reports Using the Advanced Reports Interface Extended Webinar (provided by Exago)
- Basic Reporting Part IIIb.i: How to Convert an Express View Report to an Advanced Report
- Basic Reporting Part IIIc: Creating Custom Reports Using the Crosstab Reports Interface
- Basic Reporting Part IIId: Creating Custom Reports Using the Dashboard reports Interface
- Basic Reporting Part IV: Adding Filters
- Basic Reporting Part IV: Adding Filters (REQUIRED)
- Basic Reporting Part IVb: Donation Report Tips
- Basic Reporting Part IVc: Membership Report Tips
- Basic Reporting Part IV FAQ: How to Use a Saved Search in a Report
- Basic Reporting Part IV FAQ: How to Make Filters Prompt for Value Each Time a Report is Run
- Basic Reporting Part IV FAQ: Understanding "Not In"/"Not Equal To"
- Basic Reporting Part IV FAQ: How to See the First (Earliest) or Last (Latest) Record in a String of Records
- Basic Reporting Part V: Adjusting Report Output
- Basic Reporting Part V: Adjusting Report Output (STRONGLY RECOMMENDED)
- Basic Reporting Part Vb: Advanced Reports Interface, HTML Viewer, Table Joins, and More (Webinar Recording)
- Basic Reporting Part V FAQ: How to Adjust Table Joins (aka Why Is This Report Showing Me All Contacts In My Database?)
- Basic Reporting Part V FAQ: How to Add a Group Header/Footer to a Report
- Basic Reporting Part V FAQ: How to Group a Report by Household
- Basic Reporting Part V FAQ: How to Create a Mailing List Report / How to Create a Report With No Duplicated Names
- Basic Reporting Part V FAQ: If / Then Formulas
- 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?
- Basic Reporting Part V FAQ: How to Use Cell References
- Basic Reporting Part V FAQ: How Do I Get Contact Types to Show Up On One Line?
- Basic Reporting Part V FAQ: How to Convert Month Numbers to Month Names
- Basic Reporting Part V FAQ: How Do I Display the Values of Two or More Cells in One Cell (Concatenate)
- Basic Reporting Part V FAQ: How Do I Get a Report That Only Shows Donors Who Gave Over a Certain Amount Total?
- Basic Reporting Part V FAQ: How to Sort a Report With Both Individuals and Organizations Alphabetically
- Basic Reporting Part V FAQ: How Do I Sort a Report by a Sub-Total
- Basic Reporting Part V FAQ: How Do I Display the Filter Values on the Report?
- Basic Reporting Part VI: Troubleshooting Reports
- Basic Reporting Part VI: Troubleshooting Reports (REQUIRED)
- Why Am I Receiving an Error Every Time I Try to Run A Report
- Basic Reporting Part VII: Formatting Your Report
- Basic Reporting Part VII: Formatting Your Report
- Basic Reporting Part VII FAQ: How to Format Phone Numbers in a Report
- Basic Reporting Part VII FAQ: Add Today's Month and Year to Report Header
- Advanced Reporting Part VII: Year End Reports That Dazzle and Amaze 2018
- Basic Reporting Part VIII: Using Your Report
- Basic Reporting Part VIII: Using Your Report
- Basic Reporting Part VIIIb: Using the Interactive HTML Report Viewer
- Additional Resources
- Introduction to Evaluation Webinar Recording
- Exago Support Library
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