How to generate and export reports

The Reports page allows you to generate lists of profiles, interactions, projects, tasks, relationships, memberships that meet specific criteria, including:

  • General profile information (e.g. name, email address, profile type, etc.)
  • Interaction details (e.g. interaction source, staff, location, etc.)
  • Task details (e.g. status, associated profiles, etc.)
  • Project details (e.g. project membership and dates)
  • Relationship details (e.g. profile names and relationship types)
  • Membership details (e.g. profile names and membership types)

Not only can you export your reports, you can also save your filters so you can easily run the reports again in the future.


Generating a report

  1. Click on Reports in the orange nav bar.
  2. Under the Query Profiles tab, you'll find several groups of filters that you can use to search your person and organization profiles.
    1. General profile filters: this group will allow you to filter profiles based upon their field values. This includes Custom Fields that you've added to your profile types.
      1. When adding a Custom Fields filter, you'll first select a person or organization Type.
      2. Then, you'll select a Field Name (i.e. your Fields for Person Types and Fields for Organization Types).
      3. Lastly, you'll specify the matching criteria.
      4. Click the New Field button to add more Custom Fields filters, or click a field's delete_forever icon to remove it.
    2. Interaction related filters: this group will allow you to filter profiles based upon the details of their interactions.
    3. Task related filters: this group will allow you to filter profiles based upon the details of their associated tasks.
    4. Project related filters: this group will allow you to filter profiles based upon their membership in projects.
    5. Relationships related filters: this group will allow you to filter person profiles based upon their relationships.
    6. Memberships related filters: this group will allow you to filter profiles based upon their organization memberships.
  3. Once you've selected your filters, click on the Search button to generate your report.
    1. If you'd like to save these filters to run this report again in the future, click on the Save new Filter button. These will be stored under the Saved Report Filters tab.
    2. To reset the form, click on the Clear Filters button at the top of the page.
    3. To collapse the list of filters, click on the Filters heading.

Filters under the Query Profiles tab

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Viewing and exporting records

In the Report Results panel, you'll find a list of all records matching your search filters.

  1. Use the Display By dropdown to switch the results list between matching profiles, interactions, projects, tasks, relationships, or memberships.
  2. Use the search box to filter the list by keyword.
  3. Use the pagination options above and below the table to customize the number of records per page and to navigate between pages.
  4. Click on any column heading to sort the list by that column in ascending order. Click it again to switch to descending order.
  5. Click on a record's name to view it.
  6. To edit a record, click on its edit icon in the Actions column.
  7. To export the entire list of records, click on the Export XLS button.

Options in the Report Results panel

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Using and managing saved filters

  1. To view and manage your saved filters, click on the Saved Report Filters tab.
    1. Use the search to filter the list by keyword in the Name column.
    2. Use the pagination options above and below the table to customize the number of records per page and to navigate between pages.
    3. Click on any column heading to sort the list by that column in ascending order. Click it again to switch to descending order.
    4. Click on a filter name to apply it.
      • You'll be taken to the Query Profiles tab, where the filtered report will be automatically run for you.
    5. To edit a filter, click on its edit icon in the Actions column.
      • You'll be taken to the Query Profiles tab with your filters applied.
      • Simply make your changes, then click the Update Filter button (or click Save New Filter to save these changes as a separate filter).
    6. To delete a single filter, click on its delete_forever icon in the Actions column.
    7. To delete multiple filters at once, select the checkboxes next to each and click the Delete Selected Saved Report Filters button.
      • The Delete Selected Saved Report Filters button will only appear once you've selected 2 or more profiles.
      • To select all profiles at once, click on the checkbox in the table heading. Click it again to deselect all selected profiles.

Options under the Saved Report Filters tab

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