Personalized Data Report (BETA)

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Personalized Data Report (BETA)

The Perzonalized Data Report (which is still in BETA) aka PLAGUE (ParelleL Accumulating Great User Export), is an updated version of the Custom User Report but with an updated logic and algorithm for speedier results.

Step 1:

From your home screen click on "Reporting" to open the Reports window.

Step 2:

Click on the "Perzonalized Data Report" tile to open the report.

Step 3:

Select how you would like to view the report, either by clicking "View by Affiliation" (which shows data based on direct affiliation with your entity) or by "View by Rotation" (which will show data based on Rotations).

General Note: View by Affiliation does produce faster results, however, will not report on any member that is not directly affiliated with you.

image of report options

Step 4:

Select a "Member Type(s)"

image report option highlighting required field member type

Step 5:

Select any optional filters to help narrow down your results.

image optional fields panel

Step 6:

Select your fields, re-adjust their order if you wish.

image Field Selection section

If you need to include any custom fields your entity may use, click the "Generate Custom Fields" button found in the Display Options panel. The fields are then available for you to select. image of Display Options highlighting Generate Custom Fields button

Step 7:

Once you have your fields selected, generate the report by clicking the "Run Report" button found at the top of the screen.

image of Report Controls panel highlighting Run Report button

NOTE: The report will refresh your current screen. If you wish to update any of the fields or options you will need to go back and run a new report.

The Output Panel

This panel will show you immediately how many results are expected and the progress of the system as it pulls the data from those records.

image output example

Export

The results can be exported into a CSV file by clicking the "Export" button at the top right of the table.

image output example highlighting Export button

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Custom User Report
The Custom User Reports allows you to pick and choose which user data you would like to view and export.