Accessing Report Builder

Purpose

• Allows users to build custom reports on demand
• Provides flexibility to retrieve information without waiting for new Advanced Reports

Important Notes

• Export permission is separate from general access
• Without export permission, reports can be viewed but not downloaded
• Homepage shows all active reports created by the staff person
• New users will see no reports unless shared by others
• Reports can be shared between staff members

Access Management (Administrator Steps)

• Navigate to "Staff/Donor/Volunteer" menu
• Go to "Manage Staff Access"
• Select "Reporting"
• Click "Manage Access" next to "Can Access Report Builder"
• In "Select Staff Roles" screen, choose appropriate roles
• Click "Save and Close"

Export Permission Steps

• Go to "Manage Staff Access"
• Navigate to "Admin"
• Find "Can Export Custom Report"
• Click "Manage Access"
• Select desired staff roles
• Click "Save and Close"

Accessing Report Builder

• From landing page, select "Reporting" from menu options
• Find Report Builder and Custom Reports at bottom of Reporting menu
• Click "Report Builder"