Reports

Articles

How do I run and customise a report?
Select Reports. From the Standard Reports tab, click on the your want to run and customise.  This will run the report and open it in a new window. The report will open in a new window. Click Customize.  This opens the report ...
How do I export a report?
Once you have customised and run your report, you can export it to a .CSV file. From the report page, click Export Detail .  From Export File Format , select Comma Delimited .csv .  NOTE :  always use .csv format as this ...
How do I report on custom question from a registration form?
NOTE :  to maintain privacy, there are no member names displayed in this article. When members register, they answer questions on the registration form.  You may want to report on their answers to the questions.  The report is calle...
Member transaction report
Member transaction report This report is the best to run if you are wanting detailed information on members that has generic contact information as well as their transactional and financial information like financial status, products purchased, mem...
Financial reporting of members
You can run a report on the financial status of members via an advanced member report. From the top menu bar, click Reports. Select Advanced Member Report. Click customize  to add more fields.  Drag and drop the foll...
How to enable pop up windows in my browser?
How do I enable pop ups/ pop up windows on my browser? If you are unable to download a report, file etc, your browser may have disabled the pop up setting which will allow a pop up window to appear. To allow the pop up windows to display please see...
Admins and Contacts Report
Admins and Contacts Report Admins may want to report on who is currently an admin at their level as well as any other organisations within their heirarchy, they can do this via the Admins and Contacts Report . This report will display the followi...