How to Build, Save, and Share Custom Reports

Last Updated: Nov 14, 2018 04:38PM PST

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

 

1. Open the Reports tab

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

Select the ‘Columns’ button above the report, and scroll through the groupings to see the column options. Click on the columns you want to add.

If you know the specific column name you are looking to add to the report, you can type it in the ‘Search’ field. Each column added at this level will add the column to the far right-hand side of the report.

To change the order of columns, scroll down to your actual report. Click and drag the column headers within the report.

4 Add filters to report

If you want more specific information in your report, you can add filters based off a number of criteria. To do so, select the Filters button above the report.

Filtering includes three steps:

  1. Property - Choose the general information you are looking for
  2. Operator - Select an option to refine or narrow down your information
  3. Value - Set the specific information you want after setting your property and operator


For example, you can set Transaction Date as the property and Relative Date or Range as the operator. Entering a specific date range in the Value block, will gather all the transactions that fall in that range.

Note: Operators and values will change depending on the property you choose—some let you include multiple values to display data that matches either value you set. To learn more about properties, visit this article.


From here, you can add additional filters by clicking the Add Filter Box or click the green Apply button to apply the filters to your 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. You can find your report by selecting the Reports tab in your Classy Manager and clicking the Saved tab. 

Tip: Name your report something unique so that it is easy to identify later.

6. Share Report

There are two ways to share your report—sharing the URL or an exported file.

  • Sharing the URL - From a saved or unsaved report, click the ‘Share’ button to open a window with a URL. Copy the URL and send it to teammates who can then save a copy and make modifications to fit their specific needs.

  • Export the Report - Click Export to download your report. The report will be a CSV file that you can then send to teammates.


Tip: Reordering the columns, adding additional columns, and including filters all cause the report URL to update. Be sure to resend the report if you make additional changes your team can benefit from.  

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