Report Tab
The Report tab contains the main reporting screen. This is where you set filters, add columns, and see results.
Results
Results display 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 display or refresh, click Refresh.
Click a result row to see the item's page.
Change the Report Details
To change the report name, description, or folder, click Details.
For non-constituent reports, click Export Households to show household information in the results.
Save Reports
To save a report, click Save And and click an option:
Keep Editing: Saves the report and keeps you on the main reporting screen.
Export to Excel: Saves the report and generates a spreadsheet of the results.
Go to Report List: Saves the report and takes you to the Reports list.
If you have not saved the report yet, you are prompted to name the report and add a description.