Community Report Packages

Related Links 

Report Packages Overview

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.

There are two different types of report packages, Community and Global. This article will go over Community Report Packages. 

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Using this feature, you can: 

  • Create Community Specific report package 
  • Add a specific report multiple times in the package 

Once the Package has been saved, you can: 

  • Add the report to any attachment gallery 
    • Example: Community Profile Page, Committee page, user page, etc. 
  • Download a PDF version of the package

 

In This Article 

Build a New Report Package

Download a Report Package

 

 

Step By Step

Build a New Report Package

1. Click Portfolio then Community. Select the community to work in. 

2. Click Reports and select Packages Builder.

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3. Under the Package table, fill in the appropriate information.

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Name

Name that will appear on the file name when downloaded. The file name will also include the date the report was generated 

Display Name

The name that will appear on the cover page of the package

Start - End Date 

Report Package Date Range 

(Optional) Cover Page

The cover page will show the display nameorganization namecommunity name, and the date.

(Optional) Table of Contents

Checking this box will include a table of contents page that shows the sequence of the reports, the report name, and the description of the report.

 

4. To add reports to the package, click and drag mceclip0.pngthe report from Available reports to Included Reports.



5. Click mceclip1.pngon each report and verify the report parameters. 

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If a report is not downloading, check the settings for the reports in the package, there may be a blank parameter. 

6. When finished, click Save 

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Download Report Package

1. Click Reports then Packages

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2. Find the report package to download. 

3. Click the  icon to download

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If a report is not downloading, check the settings for the reports in the package, there may be a blank parameter. 

This will send the report to the Downloads folder. 

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4. To Print, open the downloaded PDF. 

The document will open using the default PDF viewer program. 

5. Click the Printer Icon (or press Ctrl+Shift+P) to get the printer options. Click Print when ready

 

 

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