Reporting Updates

A major reporting upgrade is part of the Universal Checkout release. Advanced filtering for reports will allow you to get exactly the information you need about your supporter engagements. Read on below to learn more.

NEW FEATURE: Advanced Filtering for Reports

Advanced Filtering allows you to generate reports that contain only the specific information you need. 

In addition to choosing your Report Type, you can now Filter Records based on the information they contain. Depending on the Report Type you choose, you'll have a variety of filters to choose from. These filters are linked to fields on the associated records and will vary depending on the Report Type you choose. You can use these filters to include and exclude records in your reports:

For a more in-depth look at advanced filters and step-by-step instructions, take a look at our Help Center article on how to Filter Reports.