Closerware’s system provides more than a dozen Contact Report templates surrounding contact information, interactions, placements, status changes, and requirements. You may customize the settings on these templates to create nearly limitless possible reporting combinations. You may run, memorize, and download reports as often as you would like and as many times as your would like. There are several types of customizations you can set on reports to make them your own.
Field Filters
Interaction, requirements, status change history, status change requests, and placement reports all include options for setting “Field Filters”.
- Contact Interactions – Allows you to filter by interaction type (communication, attendance, volunteering, etc), date, amount, subject, notes, etc.
- Requirements - Allows you to filter by requirement name, due date, required points, fulfillment type, fulfillment date, fulfillment points, and fulfillment notes.
- Contact Status – Allows you to filter by status type, status, requested date, as of date, approval date, and notes
- Placement – Allows you to filter by committee name and seat name.
**Some datasources allow field filters to include all or some contact fields, including custom fields.
Contact Filters
A few select reports (under the Other group) include the option of applying a contact filter. You may either build a new filter or use a saved filter previously defined in Setup > Saved Filters.
Report Parameters
Some of the reports offer report parameters for changing the report title, as it appears on the report. Others may have specialized settings. For example, the Committee Placements and Contact Placements reports allow a setting for ‘as of date’ for the report.
Report Fields
In certain report templates (those under the "Other" heading), you may change the labels of the fields included in the report. Other reports allow you to activate (include) or deactivate (exclude) a particular field for that report. Other reports also allow you to re-order the display of the fields by allowing you to change the display order number for the field. Fields with lower display orders will appear higher in the report and those with higher values would be lower in the report.
Flexible Reports
The power of this reporting module is that a single report type can yield any number of reports in which your organization may be interested. For example, a contact listing report could quickly yield the following 14 reports:
- Active contacts with accounting skills ordered by name
- Active contacts with accounting skills ordered by status
- Active contacts with accounting skills ordered by committee
- Sustaining contacts that live out of state ordered by Name
- Sustaining contacts that live out of state ordered by state
- Probationary contacts with an interest in gardening ordered by name
- Probationary contacts with an interest in gardening ordered by zip code
- Resigned contacts in good standing
- All contacts with a birth date in January ordered by name
- All contacts with a birth date in January ordered by committee
- Committee Chair Contact List ordered by committee
- Committee Chair Contact List ordered by name
- Active contacts without email addresses
- Baby Boomer Contact List
By extension you can see how the system can easily yield hundreds of useful, custom reports about your volunteers.
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