Reports
- Report Request Form
- Fundly CRM v2 Reporting Options Comparison
- FAQ: Why Am I Receiving an Error Every Time I Try to Run a Report?
- Exago User Guide (Version 2+)
- Exago Support Library Link
- Basic Reporting Part I: Out of the Box Reporting Options
- Basic Reporting Part Ia: Using the Interactive HTML Report Viewer
- Basic Reporting Part II: Creating Custom Reports Using the Express View Interface
- Basic Reporting Part III - Creating Custom Reports Using the Advanced Reports Interface - Webinar Recording
- Basic Reporting Part IIIa - Create Basic Custom Reports Using the Advanced Reports Interface Extended Webinar (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
- Donation Reports - Tips
- Membership Reports - Tips
- FAQ: Understanding "Not In"/"Not Equal To"
- FAQ: How to Use a Saved Search in a Report
- If/Then Statements
- 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 an Express Report to an Advanced Report
- FAQ: How Do I Get Contact Types to Show Up On One Line?
- FAQ: How Do I Display the Filter Values on the Report?
- 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