See the Easy Report Builder in action!
See the Easy Report Builder in action! TranscriptPrint Transcript
DonorPerfect easy Report Builder makes it easy to create an edit your customer reports using a straightforward drag and drop interface. Easy reports may not be included in your DonorPerfect database. If you are interested in this feature, please contact your Read More
DonorPerfect easy Report Builder makes it easy to create an edit your customer reports using a straightforward drag and drop interface. Easy reports may not be included in your DonorPerfect database. If you are interested in this feature, please contact your account manager.
You can access the easy report filter by hovering over reports in the main navigation and selecting easy report filter. Or, if you’re already in the Report Center, you can click add new EZ report from any folder within the Report Center. Once you’re in the EZ Report Builder, start by naming your report.
Then, from the drop down menu, select the screen you would like to include.
All customer reports will be saved to the easy reports folder by default.
Under show more options, add a description of your report
and select your desired orientation. In the report editor DonorPerfect will start you out with the most commonly used fields from that group. From there, you can build out a more inclusive report.
The panel on the left displays all available fields for your report. Find a field by scrolling or use the search bar.
When you’ve located a field that you would like to add, you can drag and drop that field
or you can use the plus icon. You can select fields. You can also group results by one or more fields. And you do so simply by dragging and dropping a field name to your group by header.
You can also group by multiple fields.
If you would like to remove a field from a grouping, drag and drop it back to your report editor. Use the options drop down to make adjustments to the fields. Each selected field has an options drop down list where you can choose the sort order
and an optional footer.
Click the pencil to rename a prompt for your report.
The report Editor gives you a representation of your report as you build it. If you would like to remove a field, simply use the red X icon
and you’re finished click save and open to view your report.Read Less