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has tutorial video
* updated last 30 days


 Custom Reports - Running

See a tutorial on editing & running custom reports

Found under Account > Custom Reports, the Custom Report module allows researchers to create, save, and run queries or reports based on the database.  This gives you the options to select any fields you want to include, in the order that you want them, any combination of criteria, any order for outputing the records, and (coming soon) few different ways to format the output.  Only you will see the reports that you create.

When editing:
Fields:  On the right under "Not selected" are all of the options available.  Drag a field to the left to select it, and place it in the order that you want them to appear in the output.  To remove one, drag from the left back to the right.

Selection Criteria:  Select here who it is you want to see in your output, using the same options available in the search page.  All reports by default will show all people from all branches. If you want only your own, you can add criteria for selecting your own.

Ordering:  All fields selected above will be copied to the ordering section, on the right side.  To determine the order in which information appears, drag an option to the left.  For each option, you can choose the order Ascending (A-Z) or Descending (Z-A).

Grouping:  If checked, the first option from the ordering section will become a group heading.  Instead of this column being duplicated down the page, it will appear once above all related records.




Updated: 6-25-2016