Create a Custom Report
Create the report
Open Reports → Custom Reports and select New Report. You need permission to manage
reports to create or change one.
Choose a template if it is close to what you need. Templates start with sample blocks that
you can adjust. Use the template search and categories to narrow the choices.
If you prefer to design the report yourself, select Start from scratch.
Enter a clear Name. Add a Description if you want to explain the report’s purpose or
how staff should interpret it.
Choose Private or School Shared for the report, then select Create Report.
For example, name a report New Members This Month and describe it as “Members whose
profiles were created this month; check each record before contacting them.” The name and
description make the report’s purpose clear to colleagues.

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