Report Finder
PRINTThe Organizers Toolbox has over 500 report to select from but combing through them all to find the report that meets your campaign’s needs can be a challenge. Luckily there is tool to help you find the report that you need quicker. By selecting what fields you want and the type of report, the Report Finder will narrow down the list of reports that include that specific information.
To use the Report finder, click “Find Reports” located on the upper left side of the first window of the Report Wizard.
You will then see the following window:
Here are the different sections of the Find Report Window:
Report Based On:
This is where you select the category of report that you will be running the finder on. In most cases you will use the default which is “People”. Other options include:
Contributions
Organization Offices
Organizations
People
Person Actions
Person Contributions (Actual)
Person Contributions (Commitments)
Find Reports Containing the Following Fields:
In this section you will choose the fields that you would like to see on the report. Note that there is a “Show Simple Field Listing” or “Show Complete”. You will usually find the fields that you need in the “Show Simple Field Listing” option. However, if the field you are looking for doesn’t exist, than you can select the “Show Complete” radio button. In this section you will select the fields that you want. For example, let’s say you want to find all the reports that have department, one assessment, and phone number. Select as follows:
Note: When searching for a field simply start typing it instead of selecting from the drop down list. For example, if you start typing “Department”, “Job: Department” will appear. This is often faster than using the drop down arrow to the right of the field.
Report Type:
This is where you can select the type of report you would like. Options include:
Lists
Mailing Labels
Summary (number report)
Wall Chart
Workplace Chart
For this example, let’s say you want a list. You will see that in the left hand corner, it shows that there are 4 Reports found with the criteria selected.
Orientation:
If you care whether the report you are looking for is either Portrait or Landscape, you can limit the found group using these radio buttons. The default is set to “Any” which means that the report you want can be either Portrait or Landscape.
Report Name Contains
This feature lets you select reports if you know some of the words in the report name. After you click the “Done” Button, the reports you selected will appear in the Report Wizard Window. In this example, here are the list of all the lists that have home phone, one assessment, and department in the report.
If you select one of the reports and look down to the bottom of the pane you’ll see a brief description of what fields the report contains. (Note: unfortunately not all reports contact such descriptions so you may need to open the report and view it it determine if it meets your needs.)
The report finder should make finding the best report for your needs much easier. Enjoy!