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How do I create and run reports in Report Manager?

  • January 21, 2025
  • 0 replies
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Happie Pingol
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With Report Manager, you can track your progress and analyze the data you collect by customizing and running reports. Depending on your package, you will be able to report on features like Targeted Email as well as track the results of your Online Actions form submissions. There are also specialized reports for fundraisers and organizers.
 

Step 1: Open Report Manager

You can open Report Manager from the Sidebar or using the link on the Main Menu.



The Report Manager page will open with a list of your recently used reports.
Report manager landing page


To the left of this list, you will see links to many other types of templates and pre-created reports. What you see will depend on your package or permissions.

Step 2: Search for reports

You can search for individual reports by name in each section by using the Search area at the top of the list.

Example of search

Step 3: Select a Report


Our reports are also classified by type to help you better find the report that fits your particular role in the organization. To see all reports for a particular type, you can use the All Types dropdown to narrow the list to reports that are most likely to match what you need.

Searching by type EMAIL

 

What else do you need help with? 

How do I create and run reports in Report Manager?
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