Reports
- Report Request Form
- Fundly CRM v2 Reporting Options Comparison
- Exago User Guide (Version 2+)
- Exago Support Library Link
- Basic Reporting: Out of the Box Reporting Options
- Basic Reporting: Creating Express View Reports
- Intermediate Reporting (Using Standard Reports) - Webinar Recording
- Intermediate Reporting - Extended (Provided by Exago) (Webinar Recording)
- Advanced Reporting - HTML Viewer, Table Joins, and More (Webinar Recording)
- Advanced Reporting - Extended (Provided by Exago) (Webinar Recording)
- Cross-Tab Reports
- Dashboard Reports
- Using the Interactive HTML Report Viewer
- FAQ: How to Use a Saved Search in a Report
- If/Then Statements
- FAQ: Why Am I Receiving an Error Every Time I Try to Run a Report?
- FAQ: How to Add a Group Header/Footer to a Report
- FAQ: How to Group a Report by Household
- FAQ: How to Create a Mailing List Report / How to Create a Report With No Duplicated Names
- FAQ: How to Adjust Table Joins (aka Why Is This Report Showing Me All Contacts in my Database?)
- FAQ: How to Convert a Basic Report to a Standard Report
- FAQ: How Do I Get Contact Types to Show Up On One Line?
- FAQ: How to Format Phone Numbers in a Report
- FAQ: How to Convert Month Numbers to Month Names
- FAQ: How to Use Cell References (Standard Reports)
- FAQ: How to Sort a Report with Both Individuals and Organizations Alphabetically
- FAQ: How Do I Display the Values of Two or More Cells In One Cell
- FAQ: How can I add a column that gives the Formal Salutation for a contact, and the Household Salutation if they are married?
- FAQ: Is there a formula that will automatically produce a header that says the month name and year for today's date??
- FAQ: How to Make Filters Prompt For Value Each Time a Report Is Run