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Custom Reports

Custom reporting allows an association to build reports that can be used again and again. The custom reporting module allow for creation of reports, with queries based on membership plan, projects/committees, mailing lists, contact info fields, join/drop dates, and any custom fields that have been configured for the given association.

A sort order can then be applied, to determine how the data is sorted in the report.

After the query has been built to select the records for the report, and a sort order selected; one of many different output types may be selected. Among these output types are mailing labels, postcards, PDF-formatted reports, custom field-by-field reports (where the user can pick and choose the fields), data export (.csv files), and several other formats.


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