Custom Reports - Replacing Organizations with Primary Contact
See Step 3 for information on how to include your Primary Contact.
Under the Reports menu, select Custom Reports.
The Custom Report Generator allows you to target your campaign message for increased efficiency and effectiveness. With the Custom Report Generator, you can quickly select the ideal target for fundraising, volunteer recruitment, press contact or for any other purpose.
Step 1 -- Query Builder
At the top of the page, is the Query Builder. Using Query Builder, you determine which individuals and organizations you want to include in your results. For example, you could, using the Codes Table and the Address Table, select records coded as Veteran and live in California. (For more on how database logic works, see our section called Defining Queries).
Step 2 -- Adding a Target to your Query
You have created your first search term. Next, you need to add it to your query. By clicking on the Add to Query button below the Query Builder, you are moving your target group to the section below, under Query Details.
To add more pieces to your query, go back to step 1. Again, please take a look at Defining Queries to better understand how to do more complicated queries that utilize multiple targets.
Once you have added one or more targets, you can modify them by making sure the appropriate bubble (also known as a radio button) is selected. The options selected in that query piece will populate the drop down menus in Target Builder. You may then modify the target and commit the modifications by clicking the Update Selection button.
Clear All Query Pieces deletes the query you are working on so you may start over.
When you have selected all the targets that you wish to add to the query, move to Step 3.
Step 3 -- Adding Query Options
Query options allow you to add preferences to your final results.
These options have the essential function of ensuring that mail addressed to Organizations will end up directly in the hands of an Individual at that Organization.
Step 4 -- Selecting an Export Method
At the bottom, select your Export Method. First select the Type of export you would like to run. We've grouped similar reports into Report Types to make finding your desired format easier. Next, select the specific Format you prefer.
If you select None, no report will be generated, but a count for your query will be returned. This is useful if you want to run a quick tally. Which format do I want?
Step 5 -- Producing your Export
To produce the report you custom-built, click Submit Query. Your report should appear in a new window.