How to Build, Save, and Share Custom Reports

Last Updated: Jun 06, 2018 03:35PM PDT

This article will walk through how to build, save, and share custom reports within the Reports tab of the Classy Manager.

1. Navigate to the Reports tab within Classy Manager
2. Select which general report you wish to build your custom report from
3. Add columns to report
4. Add filters to report
5. Save Report
6. Share Report

1. Navigate to the Reports tab within Classy Manager

Access the Reports tab through Classy Manager. From the classic dashboard view, click on the avatar in the top right hand of the screen and click "Try the new Classy Manager."

Once you have opened the Classy Manager, select the Reports tab.

2. Select which general report you wish to build your custom report from

Each of the default general reports you see here corresponds to a specific record type on the Classy platform. While each report will allow for some fields tied to different record types to be included, we recommend checking out this list to view an exhaustive list of all column options available when building a custom report.

For purposes of this example, we will be using the Transactions report.

3. Add columns to report

Adding columns to a report is as simple as selecting the ‘Columns’ button present above the report.

If you know the specific column name you are looking to add to the report, you can type ahead in the ‘Search’ field. Otherwise, click on the column grouping to see relevant column options under that grouping.

Each column added at this level will add the column to the far right-hand side of the report. However, you may click and drag the column headers to change the order within the report.

4 Add filters to report

Regardless of whether or not the relevant column has been added to the report, you may filter the records viewed in the report based off of a number of criteria accessible through the ‘Filters’ button above the report.

Select the property, operator, and value you wish to filter by. Some properties now allow you to include multiple values so that the report will display all records which match either ‘Value A’ or ‘Value B’. You may filter on multiple properties by clicking the ‘Add filter’ box. Once you have added all filters you wish to have applied to your report, click the green ‘Apply’ button to apply the filters to the report.

5. Save Report

Once you have added all columns and filters to your report and repositioned the column headers in the order you wish for them to display, you may ‘Save’ the report to display under your saved report listing.

Click the green ‘Save’ button to save this report. All saved reports are saved to the specific user who created it!

You can name your report something unique so that it is easy to identify later.

6. Share Report

Sharing your custom ordered and filtered report has never been easier! Because reordering the columns, adding additional columns, and including filters all cause the report URL to update, specific report URLs can be shared in order to allow teammates to view the filtered report.

From a saved or unsaved report, click the ‘Share’ button to open a module to easily copy the report URL. This URL can then be shared with teammates who may choose to save a copy of this report or make modifications to better fit their needs.

If you have any additional questions, please contact Classy Support for assistance.