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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.

Step-by-Step Guide

There are three ways to navigate reports and filter the list to locate what is needed. All of the filters can be combined which gives users lots of ways to narrow their search.

1. The Search box will limit the reports to those matching set keywords.
2. The Category filter will only show reports pertaining to a certain topic.
3. 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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report-search report-search

Search Filter

1. After navigating to reports click in the search box.

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2. Enter text for the desired report. Use keywords that describe what you are looking for. Example: "membership", "sales", "activity", etc.

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   The list of reports will reduce, highlighting those where the keywords match the title, description or category.

   
   

   
   

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Category Filter

1. Click the "Categories" box.

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2. Click on a report topic from the list.

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3. The list of reports will be reduced to those that match the selected category.

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   Info Note the category label at the bottom of the report tile.

   
   

4. Browse results or continue narrowing results by doing a keyword search on the selected category.

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   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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Favorites Filter

1. Frequently used reports can be saved or favorited for quick reference - Click the "heart" icon to save a report as a favorite.

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   Info Report favorites are saved for each user in each location. This means each user can have their own "favorites" and that those will access to multiple locations can favorite different reports in each location.

   
   

2. Click the "Favorites" filter button.

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3. The listed reports will be filtered down to only show reports that have been set as a favorite.

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4. Users can still use the search and category filters with favorites enabled to sort their favorite reports.

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   Clicking the "Show All" button will remove the "Favorites" filter and all reports will be displayed.

   
   

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