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Tip of the Week: Advanced Custom Report Builder

Updated

The Advanced Custom Report Builder allows you to create and save your own custom reports:

  • Select from over 350 database fields

  • Filter with powerful criteria

  • Start from a template, add & remove fields, and tweak criteria to get your results quickly

  • Find fields much easier - four main sections to pick from - Events, Groups, Members, Representatives

  • Field name options are Consistent with back office naming

    • Alphabetized for locating easily

    • Grouped together when appropriate (e.g. all address fields displayed together)

  • Rename output column titles to something more friendly for your own purposes

  • Temporarily disable specific criteria filters without removing the filter - enable it later without rebuilding the query

  • Export to Excel or CSV

  • Create and send emails directly from the report window

  • Create new groups or add resulting records to existing groups

You will find this great tool in the Reports module under the Report Finder column.

The Tip of the Week for Jan. 17, 2024 was submitted by Carla - ChamberMaster/MemberZone Support