Overview
The Reports module can be found by going to Reports > Run a Report.
MC Trade's report engine features 238 standard reports across 12 categories:
- Profile Reports
- Member Reports
- Referral Reports
- Contact Reports
- Task Reports
- Event Reports
- Committee Reports
- Revenue Reports
- Sales Opportunities
- Web Reports
- Exception Reports
- Admin Reports
All these reports have been optimized for faster rendering and standardized for consistency.
Parameters
After clicking on a report, a window will open (depending on the report), with a prompt to define parameters. Next to labels is an additional label in parentheses. This will clarify what field is specifically being referenced by this parameter.
View Format
Numerous reports include a View Format parameter. This parameter provides two ways to render the data: the Print View or Export View.
The Print View, the standard view for all reports, renders the data in a readable format from the browser. It includes Print and Export options in the top left corner.
- Print the report to PDF for emailing or printing.
- Export the report to several formats such as Excel or Word.
The Export View renders the data in a format that is NOT readable from the browser, but readable in Excel. Like the Print View, it includes Print and Export options in the top left corner. However, this view is specifically meant to be used with the Export option > Excel formats.
Filters
Numerous reports include parameters for filtering the data.
For example, many of the reports in the Revenue category include an Accounting Package Filter. Either leave it as All to include all packages, or enter a specific name to be included.
Troubleshooting
If there is a problem with any of the reports, please refer to this article on troubleshooting reports, with a breakdown of everything the Support and Data Teams need to quickly resolve a problem.