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Navigating a Report's Overview Tab

Andrea Jackson
  • Updated

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. 

Training Video

Report Overview

Reporting_Overview_no_widgets.png

 

(1) Actions

  • Rename
  • Export - you can export to a PDF or CSV. 
  • Duplicate 

  • Create Segment From Report - you can save your Contacts report as a Segment

  • Delete 

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.

Edit_Widget.png

You can even click into these visualize to see more about the data, add the contacts to Tags or export this specific data set! 

Please note: The PDF and DocX export options for Report Widgets are not available at this time. You can continue to export your data using the CSV and Excel options.

(3) Save

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!

Widget Overview

Widget_Overview.png

(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.

 

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