Using Reports

Articles

Report Filters
Administrators have the ability to apply a number of filters to a selected field, to narrow search results. Examples of filters are as follows: Is Blank:  will show search results which DO NOT contain the select field. For example, P...
Report Options
Administrators have a number of Report Options available as to how a Report will be displayed on screen. These are as follows: Show Unique Records Only:  Will only display Unique records, to avoid duplicate results. Summary Dat...
Export a Report
Administrators have the ability to Export Reports via .TXT or .CSV via email directly to their inbox. CSV exports allow administrators to manipulate reports in Excel, for greater flexibility. To Export a Report, please see the ...
Save/Edit/Delete a Report
Saving a report enables you to easily generate a report again in the future without having to re-select and set up all the fields and options.   Save a Report   To save a report:   1. After setting up a report (...