Difference between revisions of "Reports"

From Online Support Wiki
Jump to navigation Jump to search
Line 21: Line 21:
 
#'''Hide This Report From Other Users''': Select this option if the report is only to be used by you. It will not be available for other users.
 
#'''Hide This Report From Other Users''': Select this option if the report is only to be used by you. It will not be available for other users.
 
#Click '''Done'''.
 
#Click '''Done'''.
 +
 +
<div class='note'>'''NOTE:''' You can also use a Saved Report, to create and save another New Report </div>
  
 
===Save a report as a Favorite Report===
 
===Save a report as a Favorite Report===

Revision as of 19:13, 8 October 2018

Your GrowthZone software provides a variety of reports which will help you to analyze all aspects of your business.

Common Report Functions

Export Report

Email Report

Add Report to List

Save a Report as a New Report

With all of the reports, you have the ability to apply custom filters. After customizing the report to suit your needs, you may save the report as a New Report. This will make it easy for you to run the report again in the future as your custom settings and filters will be saved.

To Save a Report as a New Report:

  1. Define the desired filters for your report.
  2. Click the down arrow on the Run Report button.
    CP Run Report.jpg
  3. Select Save As New Report.
    Add Save Report.jpg
  4. Enter a Report Name.
  5. Enter a Description.
  6. Hide This Report From Other Users: Select this option if the report is only to be used by you. It will not be available for other users.
  7. Click Done.
NOTE: You can also use a Saved Report, to create and save another New Report

Save a report as a Favorite Report

Report Filtering Options

Reports are built to include recommended fields, however, you may customize the report to get more granular in the information that you are looking to analyze. For Example: If you wish to view a list of the members that have dropped for a certain reason, you can filter based on the drop reason.

Types of Reports

Membership Reports

Membership Change Report - This report lets you create a report for all new memberships, upgrades, downgrades, re-activations, and adjustments to membership.