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2.9. Reports Classic - Hints & Tips
Reports run in RubiCRM will have a maximum of 15000 results returned in a single dataset.
Please note that adding filters will return more refined results lowering the total number of results.
Bookings Reports
If you need info about bookings you must make sure to include an output from the “Bookings” section.
Booking status is always a good one as then you know the status of the booking, or can filter on it.
You can then add in the Contact outputs that you need and any other info including Event Name, Date etc.
Add filters for Event Date and Booking Status as needed.
Main Contacts
There are 2 ways to run a report to vier Main Contacts. If you would like a single row of all records which has a single Main contact per row, use the General: Main Contact Name and General: Main Contact Email.
Running the report without any Outputs or Filters from the "Contact" sections will return a single row per record.
If you would like to run a report for all Main Contacts, choose the Outputs and Filters from the "Contact" sections. Use the filter for "Main" and set to "Yes".
The report will then return all Main contacts for all records.
Bulk Contact Sample Report
When generating a report for use with emailing Contacts, make sure to include the "ContactGUID" as an Output.
This can be combined with any other filters needed to return a specific list of contacts that you would like to contact.
Adding in filters for the Email with a wildcard search for the "@" symbol along with filters for the "Receive Email" setting will prevent contacts who do not wish to be contacted from being returned.
Contacts that are set as "Do Not Contact" or "Contact Left" will be excluded from report results by default.
Events Report
When generating a report about Event/Training Course info only, remove the default Output options that are added and replace them as per the screenshot below.
Set filters as needed to return values.
Do not include any other outputs outside of the Events section as this will require an alternative report (see Bookings Reports above).
We recommend adding a filter for the Event Start Date to restrict the total number of results.