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So, you've expended a great deal of effort getting information into ChaiTrack. Reports are one way to get information back out!
There are a number of common reports already in the system, with more options coming in the future - tell us what you'd like and we'll consider it for a future version, or we can build a custom report just for you!
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| Selecting a Report |
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To select a report, pick one from the list of available reports. Keep in mind that your congregation's administrator may have limited which reports you're allowed to run, so you may not be seeing them all. See the section on permissions in the User Logins section of this manual.
Once you select a report from the list, the report will automatically run, and will appear below the report toolbar.
A few things to point out:
- Multiple Pages - Depending upon the amount of information and the format of the report, reports often extend over multiple pages. You can use the left/right arrows in the center section of the toolbar to advance forward/backward through the report, a page at a time, or advance to the beginning or end. You can directly select which page to display using the page number pulldown in the middle of the toolbar.
- Printing - You can print a report (all pages or the current page) directly from the web page using the print buttons on the left side of the toolbar. Direct printing of reports requires that you have Adobe Acrobat or the free Adobe Reader installed on your computer. You'll find a link to download the Adobe Reader on the right side of the page, just under the People Online box. If you don't want to install Adobe software, you can still print your reports by downloading the file in a format you can print from.
- Downloading - You can download your formatted report in a variety of file formats, including Adobe (pdf), Excel (xls), Rich Text (rtf), Plain Text (txt), Comma Separated (csv), or Image (png) files. You have the choice of saving the file or opening it directly using the appropriate application. First select the file format from the pulldown on the right side of the toolbar, then click the Save or Open button just to the left of the pulldown.
- To switch to a different report, just select it from the list and the new report will be displayed.
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