Overview
GameDay Passport allows you to build and configure detailed reports to suit your organisation's needs. To save time and ensure consistency for reports you run frequently, you can save any report you build within your database. This allows you to quickly run, edit, or share the same report in the future without having to select all the fields and filters again.
Be aware that:
- This functionality only applies to Advanced Reports, which are indicated by a Configure button
Saved reports are specific to the Advanced Report they were created from (e.g., a saved 'Advanced Member' report will only be available under 'Advanced Member' in the reports list)
Any user in your database with permission to run reports will be able to see and use saved reports
Step-by-Step
Step 1: Navigate to the report you wish to configure
In the left-hand menu, click REPORTS
Select the relevant report category (e.g. Members)
Scroll to find the report you wish to build and click CONFIGURE
Step 2: Configure the report fields and options
Choose fields from the left column and add them to the Selected Fields section by clicking the + button
Use the OPTIONS section to set your sorting or grouping preferences.
Ensure the REPORT OUTPUT is set as desired. You can either run the report to display in your browser in a new tab, or you can configure the report to be sent to your admin email as a Tab Delimited (Text) or CSV (Excel) file every time it is run.
Step 3: Save the report configuration
Once you are happy with the configuration, scroll down and click the SAVE button in the Saved Reports section
Step 4: Name and confirm your saved report
A pop-up box will appear. Enter a descriptive name for your report in the Report Name field and click SAVE
Step 5: Re-use your saved report
Your report configuration is now saved. To use it in the future, navigate back to the same report. Select your named report from the Saved Reports dropdown menu and click Run to generate it instantly, or Edit to make changes to the configuration.
Note: It is good practice to Run Report once before saving to ensure the configuration pulls the data you expect. You can then navigate back to the configuration screen to save it.
Watch
