Reporting: Beginner User Austin Kellerman and Samantha Cuellar

What are we covering? Reporting basics People Reports Record Reports Reports from search screens 1-Click Reports

Reporting Basics How to get there: Tools>Reports>New Report

Reporting Basics cont’d… Select Report Type

Reporting Basics cont’d… Field Selection vs. Criteria Selection Fields = Information that will appear once the excel is generated Criteria = Things to filter by; used to narrow down results

Reporting Basics cont’d… Field Selection

Reporting Basics cont’d… Criteria Selection

Reporting Basics cont’d… Generate On-Line (Quick View) Generate Excel (no save) Save:

People Reports Example: All active Employer Contacts who have logged in within the last 2 years

Record Reports Example: Jobs with a post date from 8/1/2015 – 5/1/2016

Database Search Results Example: Databases>Students>Search Select filtering for search Status=Active, Applicant Type=Student

1-Click Reports 1-Click Reports locating on left hand side

Q & A

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