Reports
Use a report
Open a report from the Reports page.
Read the report’s description and check its date range or other filters.
Reports do not all use the same date rule: some count events during a
selected period, while others show records active today.
Narrow the results with the filters that matter to your question, such as
program, status, or date. Then apply the filters.
Open a listed record when you need to follow up or check its underlying
details. Some reports provide a CSV download; others are charts or summary
cards and do not offer the same export.
Always check the report-specific guide before comparing counts. For example,
New Members is based on a membership start
date, not when a person’s profile was created, and
Historical Attendance uses the
program saved with attendance records.

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