Setting Up Group Reports
Setting Up Group Reports
To set up group reports at month end:
Select Reports > Group Reports. If you are using universal navigation, click Insights > Reports > Group Reports.
To create a new report, click New.
To copy an existing report's configuration to create a new report:
Select the checkbox next to the report to copy in the Group Report Description section.
Select Copy, and then select Paste. The report is added to the Group Report Description section with "COPY of" prepended to its name.
Click the hyperlink of the copied report.
On the Group Report screen, enter or modify the Group Name and click Save.
Rank the reports in the desired order, then click Save. Each selected report name is now a hyperlink.
Click on the report name link to set parameters for that report, then click Save.
NOTE: Running a report before setting all the parameters will cause an error message to display.
On the Group Report List screen, select the group of reports to run, then click Generate. The report(s) will run in the background and will be listed in the Queue.
Review the reports.
To email a report to a specific association’s board members, for instance, select the association, select the checkbox next to the desired reports, then click E-Mail.
On the Email Reports screen, complete the required information, then click E-Mail.
NOTE: This only works if a list of board members for this association has been set up.
