Using the Report Wizard: Step by Step
The five steps of the report wizard, and how moving back and forth preserves your choices.
The five steps
- Report Type - choose what kind of report (currently Members, more types planned)
- Filters - narrow down which records are included
- Fields/Columns - choose what data appears in the output
- Format - PDF or Excel
- Review & Generate - confirm your choices before generating
Going back
You can move back through earlier steps to adjust a filter or field choice without losing your other selections, the wizard remembers everything you've set as you move forward and back.
If you're not sure which fields you'll need, include a few extra columns rather than too few, it's easier to ignore an unused column in Excel than to regenerate the whole report for one missing field.
Related Articles
Generating a Members Report
Step through the wizard to produce a PDF or Excel report of your membership.
Exporting Reports to PDF or Excel
When to choose PDF versus Excel, and what stays the same between the two.
Understanding Report Jobs and Status
Why every report is tracked as a job, and what to check if a job shows failed.
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.