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.
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.
Search Filter
After navigating to reports click in the search box
Enter text for the desired report. Use keywords that describe what you are looking for. Example: "membership", "sales", "activity", etc.
The list of reports will reduce, highlighting those where the keywords match the title or description.
Select the desired report and RUN!
Category Filter
Click the "Show All Categories" box
Click on a report topic
The list of reports will be reduced to those that match the selected category
Browse results or continue narrowing results by doing a keyword search on the selected category
Select the desired report and RUN!
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.
Favorites Filter
Frequently used reports can be saved or favorited for quick reference - Click the "heart" icon to save a report as a favorite
Click the "Favorites" button
The listed reports will be filtered down to only show reports that have been set as a favorite
Users can still use the search and category filters with favorites enabled to sort their favorite reports
Select the desired report and RUN!
Clicking the "Show All" button will remove the "Favorites" filter and all reports will be displayed.