Difference between revisions of "Reports and Downloads"

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(Created page with "Numerous pre-defined reports are ready-to-go. Click Reports in the left-hand menu. Type a keyword to describe what you need and all possible matching reports will list. Or acc...")
 
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*Hot new reports
 
*Hot new reports
*Create a custom report
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*[[Create a Custom Report|Create a custom report]]
 
*Create a member directory
 
*Create a member directory
 
*Run member engagement reports
 
*Run member engagement reports

Revision as of 21:40, 29 October 2015

Numerous pre-defined reports are ready-to-go. Click Reports in the left-hand menu. Type a keyword to describe what you need and all possible matching reports will list. Or access your reports by category if you prefer.

ReportsGuide.1.01.1.jpg

Here are a few of the common tasks, extra features, and steps-by-steps for accessing reports.

  • Hot new reports
  • Create a custom report
  • Create a member directory
  • Run member engagement reports
  • Create a group from custom criteria
  • Create custom report layouts
  • Downloading ChamberMaster data
  • Mail Merge with Microsoft Word