How do I use Counts and Crosstabs with Formats?

Overview 

Counts and Crosstabs with Formats allows you to save and share your frequently used report configurations with other users. 

Step 1: Access Counts and Crosstabs with Formats 

1. Go to Report Manager from the Main Menu or Sidebar 

2. Select "Counts and Crosstabs" from the left-hand menu 

3. Click on "Run Counts and Crosstabs with Formats" instead of "Quick Counts and Crosstabs" 

Step 2: Create or Select a Format 

1. You can create new format settings with predefined fields for rows and columns 

2. Alternatively, select an existing format that you or others have created 

Step 3: Share Formats with Others 

1. Formats can be shared with other users in your organization 

2. This ensures everyone views the same report configuration (assuming they have access to the same records) 

What else do you need help with? 

• Understanding Counts and Crosstabs 
• How do I Run Quick Counts and Crosstabs? 
• How do I Select Fields for Analysis in Counts and Crosstabs?