Reporting General Operations

As discussed in the Dynamic Reports section – a dynamic report is a stored criteria that is analyised every time it has been run. You can also put the output of this dynamic report criteria on a Dashboard Widget. Go to the Dashboard you wish to add the Dynamic Report…

When you run a report and get a list of clients back based upon a criteria – you can save this criteria as a dynamic list. The dynamic list is evaluated every time it is run, as the difference between a dynamic list and a saved (static) list, is that…

When you create a report you can store the report and the criteria as a Dynamic Report. This allows you to run the report and the criteria on demand, and it is re-analyised when the report is run. Creating a Dynamic Report You can create a dynamic report by using…

When choosing to run a Reports > Standard2 Report that contains client details, you have the option for including in the export if the client has a current Subscription/Membership and when that is next due/expire. When exporting a client report, you can choose Subscrp/Membr – Active Type – this will…

If you run a Standard2 Report that contains client information, you can optionally add any number of Client Custom fields to the report after it has run. Run any report as required, and from Report > Report Pickup on the “…” menu you will notice in the menu the option…

After creating a mailing/mailout you can export this data as a CSV file for use in a Microsoft Mail Merge or for sending to an external provider for sending off the mail-out. From Reports > Export Mail-Out select the Mailing that you have previously created. You will see your recent…