Learn how to edit criteria and columns in a new report in this step-by-step guide. This help guide will cover how to edit criteria and columns in a new report.
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Content
Instructions
Editing Criteria and Columns
For this example, we want to have all accounts from 2019 and onwards with the most recent donation being greater than $150.
1. On the CRM Dashboard, select Reports in the navigation menu and then select New Report in the drop-down menu.
2. Browse the available reports you can create. For this example, select Communication and Mailing.
3. For this example, select All Accounts Report and then select Create Report.
4. Select Edit Criteria to modify the fields for the report.
5. Select Account Created Date in the search field, select Greater & Equal in the operator, and January, 1st, 2019 (01/01/2019) in the value field. This criteria will pull all accounts created on or after the date selected. Let’s add an additional criteria selection. Select Add Criterion.
6. Select Last Donation Amount in the search field, select Greater Than in the operator, and 150 in the value field. This criteria will pull all accounts with the most recent donation being greater than $150. When finished, select Load Criteria.
7. Select Edit Columns to add or modify columns. Notice that there are default columns associated with this report. These can be changed on your report.
8. Remove the columns you do not want to display on your report. For this example, we will remove All Order Amount and All Registration Amount. Highlight the Column you would like to remove and then select the less than button (<). This action will move the column to the left side in Available Sections. You can also double click on the field name to remove it.
9. To add columns to the report, locate the column in the Available Columns section. Drag and drop the field where you would like it placed in the Selected Columns section. In this example we are adding Last Donation Amount.
10. You can reorder the columns by dropping and dragging them within the Selected Columns section. When finished, select Select Columns.
11. Select Run Report.
Note: Running the report will not save the report. See the Saving Report Configurations article for more information.