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  • Reports – Viewing and Options

    Reports are a more formal way of displaying information captured in an Ad Hoc View.  Reports allow you to share...
  • Repository – Item Properties

    The Repository is the central storage location of all saved Ad Hoc Views, Reports and Dashboards created for your Community...
  • Why doesn’t my report display when I open it?

    If you receive the following message: You must apply input values before the report can be displayed The Report you...
  • Why do my results not match my CRM?

    It may be the filter or fields you are using. It is important that you use the correct field as...
  • Why doesn’t my dynamic filter deliver the expected results?

    When using a Relative Date (dynamic) filter, the results will vary depending on when the Ad Hoc View/Report/Dashboard is run....
  • Example – Schedule a monthly report

    Often, Agencies are required to provide detailed reports to funding bodies or other authorised persons who may not have access...
  • Why is my printed report so hard to read?

    If your report contains a large amount of data, or if your information is very wide or long across the...
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