Report Builder

Learn how to build, export and save custom reports

Articles

How do I filter a Report?
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, Product Is Blan...
How do I modify the sorting/grouping options on a Report?
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 Data:  Will list tot...
How do I 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 following step...
How do I save 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 (click here for instructions), s...
How do I add a link to Member Records to a Report?
Quick links in reporting League and club administrators now have the ability to add a field when reporting that enables them to quickly view a members profile without having to exit the report. This field products a hyperlink to the members record ...