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:

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:


The playlist of all Reports videos on our YouTube channel.

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