The Advanced Reports feature allows admin users to build custom reports using data from any module in the system. Columns can be arranged and grouped to create personalized reporting views. This tool is ideal for generating complex, multi-criteria reports and exporting targeted data.
What can I do in Advanced Reports?
In the Advanced Reports section, you can:
Create a new advanced report
Manage saved advanced reports summary
How do I create a new advanced report?
Go to: Registration module > Advanced Reports > New Advanced Report
Step 1: Start your report
Name your report: Enter a unique name
Report description: Add a description of the report contents
Report based on: Choose the module your report will use (e.g., Proposals)
Click Next.
Step 2: Select columns
Choose columns from the left menu tabs (e.g., Registrations, Profiles)
Selected columns appear under Selected columns on the right
Each menu shows a number in parentheses showing selected columns
Click Next.
Step 3: Set column order and groupings
Drag and drop fields to reorder them
Click Add icon to define Group your results
Select a grouping field
Choose Ascending or Descending
Check Include count to display record totals
Click Add icon to define Subtotal your results
Select values from the dropdown menu to subtotal
Click Next.
Step 4: Add filters and sorting
In Filter your results, define custom filters
In Sort your results, click Add icon to:
Select a sorting field
Choose Ascending or Descending
Click Next.
Step 5: Preview your report
The report preview displays using all selected steps
Note: The report is not yet saved
How do I manage saved advanced reports?
Go to: Registration module > Advanced Reports > Manage Advanced Reports
Share a report you own
Under You own the following, locate your reports
To share with a group:
Check View for read-only access
Check Edit to allow editing
Click Update
View reports shared with you
Under You have access to the following, view shared reports
Click a report name to access
Red bullet point = read-only access
What can full access admins do?
Admins with full system access can:
See all reports
View who owns them
Modify share settings (view/edit permissions)
Advanced Reports allow you to build powerful, customized reports across all modules. With sorting, filtering, grouping, and sharing features, you can tailor and distribute your data to meet organizational needs with precision.