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The Community Connect Reports module is designed for users to efficiently find and run reports. The options below highlight how to quickly locate the desired report.
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Reports have permissions that dictate who can access and run them. Therefore, not all users will have the same list of reports. Contact your administrator if you feel a report is missing. |
Step-by-Step Guide
There are three ways to navigate reports and filter the list to locate what is needed. The Search box will limit the reports to those matching set keywords. The Category filter will only show reports pertaining to a certain topic. The Favorites filter will show the users commonly used reports. Each of these can be combined to provide more specific results.
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After navigating to reports click in the search box
Section Enter text for the desired report. Use keywords that describe what you are looking for. Example: "membership", "sales", "activity", etc.
Section The list of reports will change to only show reduce, highlighting those where the keywords match the title or description.
Section Select the desired report and RUN!
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Click the "Show All Categories" box
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Click on a report topic
Section The list of reports will be reduced to those that match the selected category
Section Browse results or continue narrowing results by doing a keyword search on the selected category
Section Select the desired report and RUN!
Section Info If a category is selected and there are no results, make sure no other filters, like search or favorites, are being used. Since the filters build on each other clearing the search or selecting "Show All" will return more results.
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Frequently used reports can be saved or favorited for quick reference - Click the "heart" icon to save a report as a favorite
Section Click the "Favorites" button
Section The listed reports will be filtered down to only show reports that have been set as a favorite
Section Users can still use the search and category filters with favorites enabled to sort their favorite reports
Section Select the desired report and RUN!
Section Info Clicking the "Show All" button will remove the "Favorites" filter and all reports will be displayed.
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