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Selecting a Source

Selecting a Source

Within your selected Category, you will be able to view all of the reports that have been created in this Category. Click the green 'Create Report' button in the top right hand corner of the screen to take you to the 'Create' screen.

  1. Enter the name of your Report.

  2. Enter a description if required.

Next, you will need to select a Source from the drop-down menu. This is the top-level dataset you want to begin the query from, for example Elections, Members or Transactions. You are able to click into a Source to view the Columns that are available, and change Source at this point. If you add any fields as Columns, Criteria or Group By and then change the Source, all of these fields will disappear as each Source has a unique set of fields available.

Note If you wish to send a Mailer from the report you create, the Source you select must be 'Members' (this is explained further in the Guide).

Updated on 18th December 2019