Custom Reports
A good way to build a report
Start with the question you need to answer, such as “Which members joined this month?”
Choose the record type that contains the information. For that example, choose Member.
Add a table when you need to review individual records, a chart when you need to compare
groups, or a stat when you need one total.
Add only the fields and filters that answer your question. Check the sample results before
saving.
Decide who should be able to open the report and its views. Check access with a staff member
whose role differs from yours if the report will be used by a team.
The field picker is permission-aware: each staff member may see a different selection of
records, fields, and related information. The picker in your school is the current reference
for what you can report on.

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