In this webinar replay Michelle and Tanin go over how to create Registration/Transaction reports, how to edit and export reports, how to set up automated reports, along with updates on brand-new Report functionality, tips, tricks and ways to solve common reporting problems.
*Note- The video is time stamped below for your time & viewing-convenience*
What's covered in this video
Introduction (0.00)
Powerpoint overview of what is covered (1:50)
Registrations Reporting (3.50)
Working with filters (4:30)
Screen options for display (5:30)
Adjusting the table size (6:25)
Proper question creation/tracking with reports (7:30)
Meals Summary (10:20)
Saving filter as a Report (11:00)
Transactions Reporting (12:15)
Basic transactions report (12:45)
Transaction screen options/display (13:30)
NEW Functionality "show totals and summary" (14:15)
NEW Feature "Revenue Dates" (accrual accounting) (15:00)
Creating transaction categories (17:25)
NEW Transaction Category options (17:50)
NEW Exporting/Editing Reports (21:00)
Exporting all columns (23:10)
Standard Reports (24:45)
Kitchen Report (25:00)
Programs Tally (26:06)
Creating Automated Scheduled Reports (28:10)
See the video tutorial below:
(for more advanced set-up options see help article here)