Report results appear in Bloomerang CRM as soon as you add a filter. This enables you to preview your results to make sure your filters are correct. This also means you can create a one-time report without adding it to your Reports list.
Results update when you change the filters. Click Refresh to pull in new data without changing the filters.
To use the results from a constituent report to create or modify a group, select Action and one of these options:
Add to New Group
Add to Group
Remove From Group
For more information about groups, see About Groups and Run Reports for Groups.
Tip: If your reports don't automatically appear or refresh, click Refresh.
Click a result row to see the item's page.
