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Using CiviCRM - Second Edition

You're reading from  Using CiviCRM - Second Edition

Product type Book
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Pages 574 pages
Edition 2nd Edition
Languages
Concepts
Authors (3):
Erik Hommel Erik Hommel
Profile icon Erik Hommel
Joseph Murray Joseph Murray
Profile icon Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
Profile icon Brian P Shaughnessy
View More author details

Table of Contents (20) Chapters

Using CiviCRM - Second Edition
Credits
About the Authors
www.PacktPub.com
Preface
1. Achieving Your Mission with CiviCRM 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics – Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation Index

Saving and working with reports


After you've created a new report or modified an existing report, you will generally want to save it. If you click on Preview Report, the report will be refreshed with whatever new settings and criteria you've made. This is important to ensure that the filters and columns you've selected are indeed what you intended. If this is a new report, you will have the Create Report option for creating the reports (after first previewing it). If it is an existing report, you can click on Update Report (saving over the existing instance), or Save a Copy, which will save a new report with the selected name.

Tip

Understand that updating a report will save whatever new settings you have selected, overwriting the previous selections. These new configuration settings will impact everyone who uses the report. If you suspect this report is used by other staff, you may want to review the changes with them before you save them, or consider creating a new report rather than modifying...

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