Home → Data Management → Reports Classic → Creating Reports

2.2. Creating Reports

Users can create reports by selecting the required output columns and filters from the report value list on the left-hand side of the reporting tool.

IMPORTANT: By default the General: ID and General: Name outputs should be added to your report when running reports about Organisations and Contacts. These outputs are required for most reports in order for you to identify which record the data relates to. If you are running a report based solely on Event/Training information, these outputs should be removed.

 

Users can quickly locate output columns and filters by using the search box located at the top of the list.

 

Add "Output" columns to your report as needed. Your generated report will then include columns with requested data as per your chosen selections.

 

Returned data can be pre-filtered within the classic reporting module. Apply filters as required and submit. Your report can include multiple filters. Multiple filters are currently applied on an " AND " basis.

 

Active filters will be added to the lower part of the page.

 

When all of the required output columns and filters are in place, users can run the newly created report by selecting ‘RUN’ from the report actions menu, as shown below.