nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Help with creating a specific report

Katie Watts

I am trying to grab a customer data report with specific information. Customer #, Name, address, city, state, zip, email and phone #'s, Name format, attributes and journal. Can someone show me a demo or provide step by step on how to accomplish this?

Secondly, I require a report that shows the last 5 years of transaction history. Customer #, name, email, phone, Transaction date(s), transaction type(s), description(s) and amount(s).

Both set up in excel format.

Find more posts tagged with

Queries Reports

Comments

Heather MacKenzie

For your first one - try the Reports area, inside of "Profiles, Lists & Directories," and look at the Constituent Profile. You should be able to tweak for what's included and what's not, and then export into Excel.

For your second one, I'd use a Gift type export.

Katie Watts

It created my report with all the title headings but did not populate the data. I watched the training video and followed along,...I still ended up with the same results. Flipcauseaccountstest (1) cat win data fail.xlsx

Sarah White

I am trying to run a report of all constituents in a specific city/county and just can't figure it out. I tried doing what the previous comment said, reports/profiles, list, directories/constituent profile and I don't have that when I log in.