Report Packages Overview

Related Links

Typical Reports in a Report Package

Community Report Packages

Global Report Packages

 

Description 

A report package is a great way to run multiple reports and group them into one PDF report for ease of distribution to board members.

While most of the report parameters tend to be similar, each report definition has individual parameters that can be set for each report. The report package is given a name and the report definitions determine which reports and what data gets generated in the report package when you run/download it.

 

 mceclip0.png

 

Which Report Package Option Do I Use?

When you reach the Report Packages page, there will be two sections: Community & Global Report Packages. Both options have different benefits.

Community Report Packages 

  • Community Specific report package 
  • Ability to add a specific report multiple times in the package 
  • Add the report to any attachment gallery 
    • Example: Community Profile Page, Committee page, user page, etc. 
  • Download a PDF version of the package

Global Report Packages 

  • Global report package 
    • Available for any community 
  • Supports a single report type per package. 
    • Example: Only one "Balance Sheet" can be added per package
  • Add the report to any attachment gallery 
    • Example: Community Profile Page, Committee page, user page, etc. 
  • Download a PDF version of the package

 

 

Did you find this article helpful?

4 out of 5 found this helpful