Reports and Downloads

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Revision as of 22:15, 28 September 2017 by Cpetterson (talk | contribs)
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Overview

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.

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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

Directory Category & Attribute Assignments Report

The Directory Category & Attribute Assignment report provides a listing of your directory categories, the members assigned to those categories, as well as associated attributes. The report may be configured to display just the primary category, or all categories, include or exclude attributes, filtering options for the members to include, and an option to include the member description. This report is useful in reviewing your members category and attributes assignment.

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