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Reports

Build and export a membership report, or export a PDF attendance report for any service.

• Best Practices for Filtering Before You Generate a Report

  Get your filters right the first time, since a synchronous report waits for the full generation to complete.

• Choosing the Right Report Type

  What's built today, what's coming, and where to look for attendance or finance data in the meantime.

• Common Mistakes When Building a Members Report

  A short list of avoidable errors that lead to a report you'll need to regenerate.

• Exporting Reports to PDF or Excel

  When to choose PDF versus Excel, and what stays the same between the two.

• Generating a Members Report

  Step through the wizard to produce a PDF or Excel report of your membership.

• Understanding Report Jobs and Status

  Why every report is tracked as a job, and what to check if a job shows failed.

• Using the Report Wizard: Step by Step

  The five steps of the report wizard, and how moving back and forth preserves your choices.