{"id":165,"date":"2014-05-16T02:09:37","date_gmt":"2014-05-16T02:09:37","guid":{"rendered":"http:\/\/cashlinqsupport.com\/helpdesk\/?p=165"},"modified":"2014-05-16T02:09:37","modified_gmt":"2014-05-16T02:09:37","slug":"running-reports","status":"publish","type":"post","link":"https:\/\/www.cashlinqhelpdesk.com\/?p=165","title":{"rendered":"How do I create a Report?"},"content":{"rendered":"<p>Reporting lets you track and organize all the data flowing through your Q Suite. Below we\u2019ll walk you through using the Report Builder to create a new report.<\/p>\n<p>&nbsp;<\/p>\n<h4>Reporting:<\/h4>\n<p>Click on \u201cReporting\u201d located at the top center of your Q Suite. This will load the Reporting home page and provide you with some saved report options. To create a report of your own, click on \u201cCreate a Report\u201d located in the left-side menu.<\/p>\n<p>Choose what type of report you want to generate \u2013 depending on what Qsuite products or services you have selected, your options may vary:<\/p>\n<p><a href=\"http:\/\/cashlinqhelpdesk.com\/wp-content\/uploads\/2014\/05\/Create-Report-300x2091.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1361\" src=\"https:\/\/cashlinqhelpdesk.com\/wp-content\/uploads\/2014\/05\/Create-Report-300x2091.jpg\" alt=\"Create-Report-300x209\" width=\"300\" height=\"209\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Financial: reports across all Qsuite products with Total $<\/li>\n<li>SmoothPay:\u00a0provides Payment Date and deposit detail if you are using SmoothPay<\/li>\n<li>Donations: reports on all\u00a0DonateQ data<\/li>\n<li>Payments: reports on all CustomQ data<\/li>\n<li>Profiles: run statistics on Profiles generated for your account (DonateQ only)<\/li>\n<li>Events: report son registrations and transactions for your Events (EventQ only)<\/li>\n<\/ul>\n<p>Once you have defined your Reports values and added all the Fields you would like to include in your report you are ready to generate your Report.<\/p>\n<p><a href=\"http:\/\/cashlinqhelpdesk.com\/wp-content\/uploads\/2014\/05\/Save.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1360\" src=\"https:\/\/cashlinqhelpdesk.com\/wp-content\/uploads\/2014\/05\/Save.png\" alt=\"Save\" width=\"300\" height=\"63\" \/><\/a><\/p>\n<p><strong>Run:<\/strong> this will generate your report and allow you to view the results on-screen.<\/p>\n<p><strong>Save:<\/strong> give your report a Name and Description and click Save to use this template for future use.<\/p>\n<p><strong>Copy<\/strong>: easily copy a saved report to use a foundation for a new custom report<\/p>\n<p><strong>Delete:<\/strong> delete a saved report you\u2019ve created<\/p>\n<p><strong>Export:<\/strong> export your report to Excel<\/p>\n<p><strong>Close:<\/strong> click to close the Report Builder and return to the previous screen<\/p>\n<p><span style=\"color: #ffffff\">Other terms: run a report? create a report? pull a report? how\u00a0<\/span><\/p>\n<hr \/>\n<div role=\"form\" class=\"wpcf7\" id=\"wpcf7-f1655-o1\" lang=\"en-US\" dir=\"ltr\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/index.php?rest_route=%2Fwp%2Fv2%2Fposts%2F165#wpcf7-f1655-o1\" method=\"post\" class=\"wpcf7-form init\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"1655\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.6.3\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f1655-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/div>\n<p>Did this article answer your question?<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"menu-810\"><select name=\"menu-810\" class=\"wpcf7-form-control wpcf7-select wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\"><option value=\"Yes\">Yes<\/option><option value=\"No\">No<\/option><\/select><\/span> <\/p>\n<p>How can we improve this article?<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"improve\"><textarea name=\"improve\" cols=\"40\" rows=\"10\" class=\"wpcf7-form-control wpcf7-textarea\" aria-invalid=\"false\"><\/textarea><\/span> <\/p>\n<p>Your Name (optional)<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"your-name\"><input type=\"text\" name=\"your-name\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text\" aria-invalid=\"false\" \/><\/span> <\/p>\n<p>Your Email (optional)<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"your-email\"><input type=\"email\" name=\"your-email\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-email wpcf7-validates-as-email\" aria-invalid=\"false\" \/><\/span> <\/p>\n<p><input type=\"submit\" value=\"Send\" class=\"wpcf7-form-control has-spinner wpcf7-submit\" \/><\/p>\n<div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div><\/form><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Reporting lets you track and organize all the data flowing through your Q Suite. Below we\u2019ll walk you through using the Report Builder to create a new report. &nbsp; Reporting: Click on \u201cReporting\u201d located at the top center of your Q Suite. This will load the Reporting home page and provide you with some saved report options. To create a report of your own, click on \u201cCreate a Report\u201d located in the left-side menu. Choose <a class=\"blog-more btn btn-xxs btn-primary\" href=\"https:\/\/www.cashlinqhelpdesk.com\/?p=165\">Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"footnotes":""},"categories":[16],"tags":[],"class_list":["post-165","post","type-post","status-publish","format-standard","hentry","category-reporting"],"_links":{"self":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/165","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=165"}],"version-history":[{"count":0,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/165\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=165"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=165"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}