Reports

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Reports

14 Articles in this category

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Creating a Report

Introduction to Reports infoodle allows you to search and display information relating to various aspects of your organisation. However Reports produce information with a large scale design in mind, and can be fine tuned to show just the informa...

Saving a Report

Infoodle allows you to save Report Criteria for frequently generated Reports. In the Reports section, create the Report. Once the report has been filled in, select the Generate Results tab. Enter a name for the Report. This name is wha...

VIDEO: Reports - From Basics to Advanced

Topics Covered Basics of the infoodle Reports feature Advanced techniques to get the most out of your data

Report Categories

Reports on the Navigation Menu is a great place for generating a lot of information based around customisable categories really quickly. Infoodle splits reports into four categories, areas, special, groups and global, as well as being able to save y...

Editing or Deleting a Report Template

Occasionally the previous settings of a Report Template may need to change. Infoodle makes it easy to edit templates and remove obsolete ones. Locate the Template to change under Your Reports in the Reports section. Click on the repo...

Searching for a Saved Report Criteria

Infoodle allows you to save reports that you have created so you can easily find them again! When you click Generate on a Saved Report your report will be updated with the most recent data in your organisation's infoodle site. In the Report...

Printing a Report

Infoodle gives you many ways to utilize the data generated by reports. Read on to find out how to print a Report. Create or Load a Report. In the Generate Results tab, there are multiple ways to generate a report for printing. Genera...

Attendance Reports

The attendance report is a great way of keeping track of people in your organisation. It lists people who have missed a specified number of events and allows you to identify people who could be potentially 'falling through the cracks'. To gene...

Exporting a Report

Infoodle gives you many ways to export the data generated by reports. Create or Load a Report. In the Generate Results tab, there are multiple ways to generate a report to then export. Select one of the methods (xls, csv or pdf) to e...

Reports Schedule

You can setup a schedule to have a report run in the background and email you the results. To setup a report schedule: Make sure that you have already created a report and saved it . Click on Reports then Reports schedule . Click Cr...

Special Reports

4 Articles in this category

Create a backup of your data

Infoodle does backup your data on a regular basis(click here for more info) but you can do your own monthly backup if you wish by running a report and downloading it as a spreadsheet. Follow these steps to do it: Click Reports on the Navigat...

How do I find people who have not made a donation since a particular date?

You may wish to search for all the people who have not made a donation since a particular date and add them to a group so that you can either manage or contact them easily. Let's see how to do this: Create a group that you want to add all these ...

How do I find people who have made a donation over a certain amount?

You may wish to search for all the people who have given a single donation of over a certain amount in a single transaction (regardless of any other donations they have made) so that you can either manage or contact them easily. Let's see how to do ...

Why is my report blank?

There are a number of reasons that your report is not displaying the results you though it might. One of the reasons could be the relationship between your criteria. Here is an example below: If you change the and to an or then you w...