Reports are used to pull data from your Events and Customers in a spreadsheet format. In this area of the settings, you can save lists of columns to have in your report, and share that report with other users.  Additionally for items such as leads, you can use a report on the fly to change the columns you are viewing when viewing a list of these items.  

Report Name

Name your reports so you can easily find them and apply them to your data.

Report Type

This is the the data type that you can apply the report to.  


Search in this box to find columns that you want included in your report.  These are what will be used as the heading of the report.  You can group by columns as well as sort by columns to make your reports easier to read and show additional data.  Notice that the column names will begin with a word that identifies them as part of that item.  When you mix items in a report be aware that sometimes there are multiple of one item per the other item.  

Ex.  If you choose to make a report type of lead and in addition to lead columns you add a payment column, there may be multiple payments on the lead.  Consequently you may get multiple rows of the lead data so we can show all the payment data for that lead.  In most cases, we try to detect this and sum information to still show only one row.  If you want to force multiple rows so you see each payment on a row, you can include a unique group-able row such as Payment ID and group by it.  In the image below, we did just that.  Notice the same Bill Winters lead is shown twice due to the two payments.  


You can choose one column to sort by on your report.  If you are viewing the report in an item list on the fly, you can always change and/or add additional sorts.  Not all columns are sort-able.  To set a default sort for your report, check the 'sort by' box next to the column you want to sort by and choose the direction, ascending (A-Z, 1-9) or descending (Z-A, 9-1).


When you choose to group by a column, we will group all data with the same value for that column into one row of data.  If that data for the row is able to be summed or counted or averaged based on the defined column, then we will do that.  If it's text data, we will only show the first value we find in the group.  

Ex. You would not want to group by customer type and have organization as a column.  You would instead have something like Lead $ Total that we could sum.  This would give you the Lead $ Total for each customer type.  


For your convenience, we allow you to set a default filter to apply to a report.  When viewing a list of items and choosing a report with a default filter, this will cause the filter to be added and the results to be filtered automatically.  

Preset Reports

We have a couple preset reports you can access that will have special parameters you can set.  More will likely come.  Choose the drop-down arrow and click to "Add Preset Report."  Then you can click in the Preset Report input to see and search the available preset reports.  A brief description will describe the report.  

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