Run a report

Every report lives in the catalog, grouped by what it covers. You open one, set the scope you want, preview the rows, and export a clean file to share.

Find a report

Open Reporting and, under Pick a report, expand a category: Attendance & Check-Ins, Members & Engagement, Service Hours, and more. Reports show when they were last run, and some carry an Admin badge for reports only admins can open.

Set the scope and preview

1. Open a report. In the Filters panel, set the scope it runs with: a date range, a start and end, an activity or group, and whatever else the report offers.

2. Press Refresh preview to see the first matching rows. The preview stops at 50 rows to stay quick, so the count above it is what is shown, not the size of the whole result. Use Reset to return to defaults or Clear to empty the filters.

   If nothing matches your scope, the preview shows No matching rows. Widen the dates or clear a filter and refresh again.

Export

Press Export and choose a format: Export CSV, Export Excel, or Export PDF. The file uses the scope you previewed.