Using the custom report writer to query the database (or ask questions of) may also be another function that will be helpful as you work with your membership data. Selecting specific filters and criteria will return results that will match exactly what you are looking for. (See “How to select additional criteria” or “Additional criteria examples” below.)
The report appears in a default layout of either Table Style or Directory Style, or a customized layout may be created.
A group may be created from your report results also which provides an easy way to communicate with a subset of your membership.
Custom reports may be viewed, printed, downloaded to a comma separated value (.csv) file or highlighted, copied, and pasted into your favorite word processor.
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6.
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Click Reports on the left-hand menu.
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7.
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8.
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Click the category where the desired field is located in the list of Available Fields.
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Figure 1-1 First custom report screen
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10.
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Continue selecting fields until all desired report fields are listed in the Selected Fields box.
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Figure 1-2 Custom fields selected
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12.
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Click Continue.
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13.
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Using the Save Current Report As: selection retains the field selections, sort order, filters, criteria and format options. However, the data in the report will be pulled fresh from the database every time the report is accessed.
Figure 1-3 Second custom report screen
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14.
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Click View/Print Report.
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