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Using Report Writer to Create and Run TeamRaiser Reports

You can use the Report Writer to create these reports by selecting a model that contains a set of default columns as a base. From this model configuration, you can remove the default columns you do not need, add other available columns, and modify the names of the columns to match them to the terms you use, as well as change the order in which they will display in your report. Although most reports have at least one default filter, you can add more filters to define the most accurate set of results.

After configuring a report, you can:

  • Save the Report without running it, which saves it to the Reports list where you can run it later.
  • Run the Report, which places it in the report queue and may, if it is a short report, generate the results onscreen within moments. When the report completes, the results are saved to the Report Results list (named with the label provided during its configuration) that can be accessed from the Report Results tab. Note: You can also save the report to the Reports list from inside the Report Results.

If your TeamRaiser uses Company Coordinators for groups of teams, you can use Publish to Company Coordinator from the Actions column of a report on the Report Results list to make the report available to the Company Coordinator.

In addition, if your TeamRaiser is enabled for Event Management, you can use the Publish to Event Manager to make reports available in the Event Management Center to event managers who have permissions to view and work with reports.

For general instructions about using Report Writer ( including using most of the Actions), refer to Working with the Report Writer.

Click one of the following links to learn more about creating a TeamRaiser: (Click the View Icon to view a sample of the report)

View Icon   Registration Report

View Icon   Cross Event Registration Report

View Icon   Gift Details Report

View Icon   Gift Summary By Participant Report

View Icon   Cross Event Gift Summary By Participant Report

View Icon   Performance By Event Report

View Icon   Performance By Security Category Report

View Icon   Performance By Company By Event Report

View Icon   Performance by Company By Security Category Report

View Icon   Performance by Team Report

View Icon   Performance by Division Report

View Icon   Coaching Email Messages Report

View Icon   Coaching Email Constituent Performance Report

View Icon   Coaching Email Group Performance Report

View Icon   Coaching Email Link Details Report

View Icon   Coaching Email Link Summary Report

View Icon   Event Survey Report

View Icon   eCommerce Purchases Report

View Icon   eCommerce Purchase Revenue by Event Report

View Icon   eCommerce Purchase Revenue by Participant Report

View Icon   eCommerce Purchase Revenue by Team Report