Report results appear in Bloomerang CRM as soon as you add a filter. This means you can:
Preview your results to make sure your filters are correct.
Create a one-time report without adding it to your Reports list.
Get Up-To-Date Data
To get up-to-date data in your report, click Refresh.
View Information about a Report Row
Click a row in the report results to view detailed information.
The report type determines the type of information that appears when you click a report row. For example, if your report is an interaction report, a constituent interaction appears when you click a report row. If your report is a transaction report, a transaction appears when you click a report row.
Use Report Results to Create or Modify a Group, or Create Bulk Tasks
To use the results from a constituent report to create or modify a group, or to create bulk tasks, click Action and select one of these options:
Add to New Group
Add to Group
Remove From Group
Create Bulk Task
For more information about groups, read About Groups and Run Reports for Groups.
For more information about bulk tasks, read Create and Manage Individual and Bulk Tasks.
Edit Reports
For information about how to refine your reports, including the filters, columns, groupings, and sort order, read Edit Reports.
Report results update immediately if you change the report filters.