Reports

The custom reporting module, located in Reports > Reports, allows many different kinds of reports to be run quickly. Many reports have filtering options which will be defined below.

Report Categories

Simple Reports	No filters are needed to run these reports.
Moderate Reports *Not all filters need to be utilized to generate the report.	Filters available are: Account has tags Exclude accounts with tags Account Type OR Start Date End Date
Complex Reports *Not all filters need to be utilized to generate the report.	Filters available are: Account has tags Exclude accounts with tags Account Type Start Date End Date

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Moderate Report Filters

Tag Filters

Reports that filter based on tag, either looking for a tag or excluding accounts with specific tags will have a dropdown that displays the tags created in Admin > My Lists > Tags.

Account Type Filters

Similarly to Tag filters, a dropdown of available Account Types listed in Admin > My Lists > Account Types is available.

Date Filters

Options without a specific date or with a "_" are dynamic, meaning the date range will be evaluated each time the report is run. This is suggested for reports that are generated at regular intervals.

Additional Report Filters

Some reports will provide different filter options that include:

Start Age  End Age  Eligible for Aliyah  __ Months Ago  Current Campaign  Previous Campaign  Raffle Name  Charge Types

Registration Date Start  Registration End  Event Date Start  Event End  Account Billing Types  Group Uses Tags  Has payments scheduled after (date) Balance On Date

Honor Scheduled Payments Before Date (Checkbox)  Using (Payment Date)  Honor Due Date (Checkbox)  Disregard Payment Date on Unapplied Balance (Checkbox)  Exclude Charge Types  School Terms

Editing a Report

Once a report has been generated, columns can be rearranged by dragging and dropping into the desired location. Additionally, columns can be hidden and data can be sorted or filtered further within the report.

Item	Description
1 Send Email	Send an email to accounts/people in generated report in Legacy Mail.
2. Add to Tag	Add people in generated report to an existing tag.
3. Remove from Tag	Remove people in generated report from an existing tag.
4. Export	Select a format to export report results to
5. Print	Print the report (Export is recommended over printing)
6. Hide Columns	Lists all columns available in the generated report. Select the name of a column to remove it from report results. Select it again to add it back in.
7. Search	Search for any character within the report results.
8. Column Search	Search for any character within a specific column.
9. Column Filter	Filter the column. For example, if the report filter for Account Type was set to include Members and Non-Members, but once the data has been generated the admin only wants Members visible, select Members from the filter and see the more narrow results.