Custom Reports

There are two ways to produce custom reports.

​Customized Export

Customized Communication

If you are looking to create a formatted report, you can create a custom Communications Template.  

To define a Communications Template, you would select Configuration > Communications from our menu.  Using this page, you can define what data you want to include in your report, and how you want it to be displayed.  For more details about how to do that, please visit our Send Communication and Insert Database Field help pages.

Once you have defined your Communication Template, you would produce a report using the following steps:
- Identify the data you want to include in your report. by doing a search that returns the data you want
- Click the Communicate button at the bottom of the search results page
- On the Send Communications page, select the Communication Template that you want to use for your report
- Click the Send via Letter option.
- On the Send via Letter window, select the option to send to everyone, uncheck the option to attach the communication to each member's application, and click OK.  
- The report will appear in Adobe Reader, where you can print if needed.