Custom Reports

Custom Reports

What You Can Do

Custom reports are reports you create based on your needs. You can create a report from various data elements, save it so you can use it over and over again, view the results of the report, and download it as a .csv or .pdf file.

How to Get There

You can get to custom reports from the Quick Nav dropdown menu as shown below.





 

Create a New Report

To create a new report, first choose what type of report to create as shown in the previous screen shot. At that point a form like the following will appear:




Give the report a nice title so that you will remember what it is months later and so that other members of your scouting unit will understand what it is as well. Then check off each field you'd like in the report. If you want it to be sorted in a specific way, use the sort by drop down to set the sort. Click "Create Report" to save the report and to see its results. Here's a sample user report I created for listing birthdays of all troop members. You can download, edit, or delete the report via the "Action" menu.





After you create a report, you can access it anytime via Quick Nav > Reports > Your Custom Reports or Manage > Reports > All Reports.

How to Request a New Type of Custom Report

Don't see the type of report you'd like to create or think an existing report type is missing important fields? Just open a support ticket, describe what you'd like to be able to do, and we'll do our best to make the data available for you to report on.


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