On the Reports page in Bloomerang CRM, view all reports created by your organization. Organize reports in folders, add a description so you can tell what a report does without opening it, and export reports as Microsoft Excel files.
To create and edit folders, and to move reports into folders, you must have permission to edit reports. For information about user permissions, read User Permissions.
This article explains how to manage reports and folders. To create or edit reports, read Create Reports and Edit Reports.
Find, View, and Run Reports
To find and view reports:
Click Reports. The report list appears.
To find a report, do any of the following:
Click Recent to view the last five reports you ran.
Click All to view all reports.
From the Folder drop-down list, select a folder to view only reports in that folder.
In the Search Reports box, enter a search term. This searches report names, types, and users.
To filter your list or reports, do any of the following:
From the drop-down list of statuses, select one or more statuses: Active, Inactive, or Scheduled.
From the drop-down list of report types, select one or more report types: Constituent, Interaction, Transaction, Note, or Task. The list includes only report types that appear in your organization's saved reports, and it shows the same options whether you're viewing the full report list or a single folder. If you select a type that the folder you're viewing doesn't contain, the report list shows No Results Found.
From the drop-down list of Bloomerang CRM users, select one or more users who created or modified reports. If you have conversion reports, you also see a conversion user.
To change the sort order, click a column to sort the list: Name (alphabetical), Last Viewed, Last Modified, Frequency, or Folder.
For scheduled reports, to view the schedule details without opening the report, hover over the Frequency.
To determine the report type, creation date, and creator, read the information that appears after the report name.
To clear selected filters, click Reset Filters.
To run a report, click the report name.
To view more reports on a page, next to Rows Per Page, select 10, 25, or 50. By default, 25 reports appear on each page
View and Edit a Report's Description
You can quickly view, edit, or add a report description without opening the report. If you add or edit a report's description, that updates the report's Last Modified date and user.
You must have permission to edit reports to add or edit a description. If you don't have this permission, you can still view a report's description when you hover over the Description icon, but the Add Description and Edit Description options don’t appear.
To view or edit a report's description:
Click Reports.
Next to the report name, hover over the icon
. If the report has a description, that description appears.
To edit an existing report description:
Click Edit Description.
Edit the description text.
Click Save.
To add a description to a report that doesn’t have one:
Click Add Description.
Enter text in the Description text box.
Click Save.
Manage Reports
To manage your reports:
Click Reports.
Next to a report, click Actions.
Select one of these options:
View Report — Open a report so you can review, edit, or schedule it
Copy Report — Add a copy of this report to the list
Export to Excel — Generate and download an .XLSX version of the report
Move to Folder — Move the report to a folder. When you move a report, the Last Modified Date updates for the report. This option is disabled if you don’t have any folders.
Change Folder — Move a report to a different folder. This option appears if you have at least one report folder.
Deactivate Report — Label a report as inactive. This option appears only for active reports.
Activate Report — Label a report as active. This option appears only for inactive reports.
Delete Report — Permanently delete a report
Manage Report Folders
To easily find and manage reports, add them to folders. Create as many folders as you need.
Create Report Folders
To create a folder:
Click Reports.
Click the Folder drop-down list.
Click New Folder.
Enter a Folder Name.
Enter a Folder Name.
(Optional) Enter a Description.
Click Create Folder. The folder appears in the folder list.
View Reports in a Folder
To view the reports in a folder:
Click Reports.
Click the Folder drop-down list.
Click the folder. The folder name appears above the report list, next to an icon and an Exit folder link.
To return to the full report list, click Exit Folder.
Edit or Delete Report Folders
To edit or delete a report folder:
Click Reports.
Click the Folder drop-down list.
Click the folder.
Next to the folder name, hover over the Edit Folder icon.
Click Edit Folder.
Enter a new Folder Name or Description.
To permanently delete the folder, click Delete. Reports in the folder remain in the reports list and are not deleted.
Click Save.
QuickBooks Desktop Export
If you enable the QuickBooks Desktop integration, a QuickBooks Export Option button appears on the Reports page. For more information, read QuickBooks Desktop Export.