How to Save a Custom Constituent Report

Save your frequently used filter combinations as custom reports for quick access to specific constituent groups.

1. Navigate to the Constituents module and apply your desired filters.
2. Once your constituent list is filtered to your specifications, locate the "Save Report" button.
3. Click the Save Report button to create a new custom report.
4. A dialog box will appear asking for a report name.
5. Enter a descriptive name for your report (e.g., "Major Donors 2024").
6. Click "Save" to create the custom report.

Save Report button in the Constituents module

Using Your Custom Reports

1. Navigate to the Constituents module.
2. Look for the "Reports" dropdown or section at the top of the filter panel.
3. Click on any saved report to instantly apply all its filter criteria.
4. The constituent list updates to show only results matching the report's filters.

Managing Reports

• View all saved reports in a dedicated Reports section
• Edit report names or filter criteria as your needs change
• Delete reports you no longer use
• Share reports with team members for collaborative filtering

• Pro Tip 1: Give reports descriptive names that describe their purpose and date range
• Pro Tip 2: Periodically review and clean up old reports that are no longer needed