Report Setup (Profiles)

Overview

Report Setup (Profiles) is used to create new custom reports or to modify existing user-defined reports to report on Profile data.

You may preview a custom report at any time by clicking the Run Report button in the lower left corner of each page.

To copy an existing report, go to the main Profile > Reports page and click Copy Report.

Custom reports are configured using several pages.

After you have saved a new report from the Setup page, the Left Navigation panel includes links to the other pages.

| Page | What It Does |

| Setup | Sets the name, description, and data type of the report. |

| Display | Sets the report's output type and printer settings. |

| Groups | Enables the planner to specify up to three summary groups for organizing reports in printable formats (HTML and PDF). |

| Subtotals | Enables the planner to set the automatic display of totals on the report for printable formats only (HTML and PDF). |

| Columns | Configures the specific data fields that will be displayed on the report. |

| Filters | Enables the planner to filter data based on two separate date criteria and up to six general data field criteria. |

| Page | Create custom report headers and footers that include HTML formatting and dynamic data fields. |

The first step in creating a new report is to give it a Report Name and Description that readily identify it for future use.

Reports may also be placed in Report Groups.

A group name is used as a subheading on the Profiles >Reports page.

Reports can be grouped in any way convenient to the planner.

Create a new group by entering text in the Enter a new group field.

Or select an existing group in the Group drop-down list.

To remove a report from the Reports page, click the Delete button at the bottom of the page.

Select the report data type to report on.

Each report type refers to what will make a row in the report.

In the Profiles area, there are two types:

Profiles — Report on profile data, one row per profile record.
Profiles and Registrations — Report on profiles and their registrations for all events in the account.

Note: You cannot change the Report Type once the report has been created.

Note: The specific data fields to be displayed are configured in Columns, not in Setup by the data type.

The data type only determines what constitutes a row.

The Columns page determines which data fields are displayed.

To copy an existing report, go to the main Profile > Reports page and click Copy Report.

You may preview the custom report at any time by clicking the Run Report button in the lower left corner of each page.