Creating custom reports in Elvanto allows you to specify criteria for the data you need and export the generated reports in various formats like Excel, CSV, and PDF. You can also save these reports for future reference. This guide will walk you through the steps to create a standard report in Elvanto.
Steps to Create a Standard Report
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Go to the Admin Area and navigate to Reports > Add Custom Report > Standard Report.
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Once the page loads, enter a name and description for your report.
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Choose whether to use the report as a People View.
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Select whether to display the report for Individuals or Families.
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Specify Filter Criteria:
- Filter the information to be displayed in your report by setting up your filter logic to match any, match all, or create your own filter logic.
- Click the green plus icon to add multiple criteria.
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Display Fields for Reports & People Views:
- Choose what columns to display in your report by dragging and dropping fields into either the Reports or People Views columns.
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Sorting Display Fields for Reports & People Views:
- Create a sort order for your display fields for your report or people views.
- You can sort display fields to two levels.
By following these steps, you can efficiently create and customize standard reports in Elvanto to meet your church's specific needs.