Reports Manual
Running Reports
If you need help running existing reports see the Running Reports article.
Building and Editing Reports
Typically a small group of users have the ability to build and edit reports (we call them Report Writers). If your user role has this permission, you will see Edit Pencils on the main Reports page:
We suggest new Report Writers review the following articles:
- Creating New Reports
- Editing Report Attributes (Rename, Inactivate, Restrict Access, Etc.)
- Editing Report Columns
- Editing Report Filters
Report Nuggets
Tips for reporting on specific data are in the Report Nuggets category and available by searching. For example, search for "addresses" to find the Reports - Addresses article, that explains the options available. Or search for "reports -" to see all the tips.
Other Interesting Articles
Other potentially interesting articles for Report Writers:
- Example Reports
- Crosstabs and Summations
- Exporting Data from Reports
- Reports API
- Scheduled Reports
- Restricting Access to Reports
- Sending Links to Reports
- Designing Faster Reports
- Naming and Organizing Reports
Videos
The playlist of all Reports videos on our YouTube channel.