There are three tabs available for a newly created report. In this article, we will be discussing the Report's Overview Tab and what each section within the overview tab means, how to use it and how to customize it.
- Export - you can export to a PDF or CSV.
Create Segment From Report - you can save your Contacts report as a Segment
Please note: some of these actions are only available after you've saved your report.
(2) Add Widget
You can select up to ten widgets for each report so you can visualize your data on the spot. You can export individual widgers and re-order the distribution so you can customize your Report Dashboard.
You can even click into these visualize to see more about the data, add the contacts to Tags or export this specific data set!
Click 'Save' to save this report for future use or review!
(4) Filter Data-Set
Add filters to narrow down your data! This filter will be added to the entirety of the report.
(5) Re-order Widgets
Use this functionality to re-order your widgets and personalize your dashboard!
(6) Widget Highlights
When applicable, there are four squares at the top of the widget that will store different figures or values depending on the data type that you selected to make your list. These options will always be labeled to show you exactly what information they are displaying.
(7) Filters (For Widgets)
Filters provide you with the option of narrowing down your list of Contacts, Donations, Revenues or Volunteer Records depending on different types of data. If you selected one of our Suggested Reports, there will already be filters applied to your list.
Tip: We cover Filters in much more detail in our Filters training.
(8) Customize (for Widgets)
Beneath the Report Highlights squares, you may see a graph or table that represents important information about your data. Use the Customize button to change the type of information that is displayed and how it is displayed.