Intro to Reports

Intro to Reports

You can generate two types of reports in G5.

  • Built In Reports are associated with specific workspaces: Contacts, Schedule, Service Requests, and Tasks. You can save reports as Excel spreadsheets, PDF, or RTF formats.
  • Custom Reports are customized reports. You can export these reports to CSV format. Generate ad hoc reports to control the data in the report, or when you want to use charts to display data.

Report Format Types

Available output formats vary based on the report, but will usually be one of the following types:

  • Excel - Microsoft Excel spreadsheet.
  • PDF - Portable Document Format. Report opens in your own default PDF viewer, such as Adobe Reader. This is the best choice if you want to print or share the report as is.
  • RTF - Rich Text Format. Suitable for editing later in a word processor. When you want the report to be compatible with other text applications, save it as an RTF file.
  • CSV - Comma-separated values. A plain text format that saves information in a table format that can be opened in any spreadsheet software.

Depending on your browser settings, after you generate a report, it will either download it to your default download location, or open a window asking where you want it saved to.

Built In Reports

Each of these corresponds with a specific workspace and can be found on that workspace by clicking the Report button found there.

Home Workspace

  • My Contacts' Recent Activities Report gives information about activities for any Households that you are in the coverage of. This report is generated on the Home workspace, from the My Contacts' Recent Activities tab.

Contact Workspace

  • Detail Report contains information from Household or Contact records, including addresses and communication methods, personal information, relationship information, and any custom fields and categories.
  • Contact List Report contains address and communication methods in a table form. The report generates only the information specified in the table heading.
  • Phone Book report contains the default addresses and communication methods for one or more Contacts or Households.
  • SLM Touches Report provides SLM information, with Contact workspace filtering.

Inside someone’s record:

  • Interaction Report prints detailed information from a single note for a selected Household.

Schedule Workspace

Service Level Management Workspace

  • SLM Touches Report allows you to print a list of touches from the SLM so someone can work with it without the distraction of a computer.

Task Workspace

  • Task Report provides a list of tasks for one person or delegated by one person.

Opportunity Workspace

  • Opportunity Detail Report compiles all the information about one or more Opportunities in a report that makes it easy to view all at once.

Service Request Workspace

Custom Reports

The primary function of the Reports Workspace is to allow the creation of custom reports that fit your needs.

The ability to customize these reports can sometimes make them more suited to filling your needs than the reports you can find in the respective workspaces.

You can also group multiple custom reports together into Dashboards, making it easier to see and use the information gathered across them.


    • Related Articles

    • Reports workspace

      The Reports workspace lists all the ad hoc reports you have access to, and all the dashboards that you created. Use this workspace to view, add, edit, or delete reports and dashboards. The Reports workspace consists of the My Reports, All Reports, My ...

    • Modifying Reports

      If you have permission to edit a report, you can do so by clicking the Edit Report button in two places: Inside the Reports workspace, when hovering over the report, click the pencil icon on the right. Inside a report, click the pencil icon on the ...

    • Task Reports

      Task reports base their results on the filters you have applied. There are two types of task reports, depending on the type of filter you are using: User Task Report – Details the tasks assigned to a single user. My Delegated Task Reports – Details ...

    • Schedule Reports

      Schedule reports display data collected from the Schedule workspace. Using schedule reports, you can generate reports for one or more users and their scheduled items and events. Four different schedule reports are available: Briefing Book - Captures ...

    • Cloning reports

      You can clone a report as a base to build another report. You can use this feature, for example, to build the same report with two different summary or visualization representations. To clone a report: Hover over the report in the reports data table ...