HomeData ManagementReports moduleWatch how to create typical reports

1.3. Watch how to create typical reports

Getting to grips with writing reports can be tough.

Why not follow along with our video demos to get an idea of how you can begin writing some different reports...

 


 

New Members/Customers this month

A standard report you may want to run is finding the members/customers who have joined you in the current month.

 

 


 

Return a chart of different Membership/Customer types to have joined in the current year

You may be interested in reporting on the type of members/customers who have joined your organisation in the current year. 

 

 


 

Return contacts with a contact interest of "E-Newsletter"

There may be communications that you wish to send to users as part of a bulk contact. You may only want to send the communication to a targeted group of contacts such as those with the contact interest of "E-Newsletter".

 

 


 

Return a list of records who have a high number of no-shows to events/training courses

You may want to track if there are a high number of records that have been booked onto events or training that haven't shown up regularly. This can be helpful if you offer free events whereby the record has continually booked but not shown up taking valuable spaces.

 

 


 

Return a list of Member News items that have been submitted in the last two weeks waiting for approval

Organisations with web integrations will have members posting items all throughout the week. It can be hard to keep track of what hasn't yet been approved so it's helpful to have a report to add to your dashboard of member items awaiting your approval.

 

 


 

Creating an events dashboard

You may want to have a quick glance at the current active bookings for upcoming events/training courses. This data may best be displayed in a horizontal bar chart.

 

 

 

Once you have created a report make sure to save it for future use here! 

Knowledge Tags
Reports  /  Data  / 

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