Custom Reports
How to Change Ownership of a Custom Report
Whoever owns a Custom Report will be able to see that report in their My Reports tab of the Reports Workspace. You can change the ownership of a Custom Report so another person can access it from their My Reports tab: Find the report in the Report ...
How to Customize the Settings of a Custom Report
Custom Reports have a number of settings that can affect how they export. Schedule Schedule lets you set up a recurring pattern that the report will use to run itself and email itself to each email address specified. Currency Currency lets you set ...
Calculated Fields in the Report Workspace
A calculated field is a field you can add to a custom report in the Report Workspace that performs a calculation on each person in the report. To use a calculated field: Go to the Reports Workspace. Create a new report or edit an existing one.. Click ...
How to Create a Households with No Contacts Report in G5
This report will show you all Households that have no contacts in them. Such Households may be missing vital details that are stored in the individual’s records. Best Practice: Each Household should have at least one Contact. Personal information ...
How to Create a Contacts Not in Households Report in G5
This report will show you all Contacts that have not been assigned Households. Such Contacts will often be overlooked in mailings and miss out on many marketing efforts. Best Practice: It is best to give each Contact a Household, since mailings and ...
How to Create an All Client Phone Numbers Report in G5
An All Client Phone Numbers Report will list each phone number of each Client Household in your database. Note: Once you have created this report, you can export it. Before you export it, go to the settings tab and select the export setting Collapse ...
How to Create an All Client Emails Report in G5
An All Client Emails Report will list each email of each Client Household in your database. Note: Once you have created this report, you can export it. Before you export it, go to the settings tab and select the export setting Collapse to a single ...
How to Create an All Client Addresses Report in G5
An All Client Addresses report will list each address of each Client Household in your database. Note: Once you have created this report, you can export it. Before you export it, go to the settings tab and select the export setting Collapse to a ...
How to Create a Notes By User Report
Notes by User is a report that focuses on the Summary tab of the report to provide statistical data about what the Users have done in the past week. Go to the Report Workspace. Click Add Report. Select Activities. Click Blank Activities Report to ...
How to Create a Report of Birthday Letters Generated
There are two ways to do this: Task Reports – Generate a simple list of people sent birthday letters in a date range. Custom Reports – More versatile in what information you can add to the list. Task Report Go to the Tasks workspace. Type Birthday ...
How to Set a Schedule for a Report
Any report in the Reports workspace can have a schedule set for it. What this means is that you can choose a set interval that the report will run itself, then email itself to one or more recipients. To set a schedule for a report: Note: In order to ...
Deal and Opportunity Reports
You can use the Reports Workspace to create reports you may need for Opportunities. For instructions on the Reports workspace and how to build reports, review these articles . The Report workspace divides Opportunities into two different areas for ...
How to Create a report for Service Level Management
This report will find and export the last touch and next touch of Households in your database. It will require a bit of cleanup once it is exported, so make sure you continue with the instructions after the report is created. Go to the Reports ...
How to Run the Birthday Gift Info Report in G5
When you want to send birthday gifts to a list of people, this report can give you the information you need to send them. Add the Birthday Gift Info-G5 Document: Download the Birthday Gift Info-G5 Document from the attachment at the end of this ...
Dashboard Viewer
The Dashboard Viewer displays existing dashboards. While the Dashboard Builder displays a preview of your dashboard, the Dashboard Viewer displays the full data (as of the last time each report on it was updated). To launch the Dashboard Viewer: Go ...
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 ...
Exporting reports
You can export report data to multiple formats, including PDF, HTML, CSV, XLSX, and PNG formats. If you are a report administrator, you can also export a report's definition in JSON format to share it with specific users. To export a report from the ...
Sharing reports
You can share a report in two ways: Share the report's URL to enable other Gorilla 5 users to easily access the report Email the report to other users. To share a report's URL You will need to make the report public by selecting the Public radio ...
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 ...
How to Schedule a Report
You can schedule your report to run once, at a future date and time, or periodically. You can set up the report schedule using the following steps: Go to the Reports workspace. Click on the name of the report you want to schedule. Click on the ...
Visualizing Reports
The Visualization tab on the Reports workspace provides a graphical, at-a-glance view of your report data. You can select from a variety of column, bar, area, pie, line, scatter, and funnel charts. In the visualization, each axis represents either a ...
Report Summary
The report summary, is a pivot table representation of significant statistics in a report. Groupings define the attributes you want to group the report summary by. Calculations define the aggregated statistics displayed for the attributes. Gorilla 5 ...
Creating New Reports
Summary Creating a new report uses these basic steps: Pick the area of the CRM you want the report to cover. Select the Fields you want in the report. Add any Filters to apply to the data that appears in the report. Choose which column the report ...
Viewing existing reports
To view a report, hover over the report in the Reports data table, click the More Actions button and then click the View Report button , or double-click the report in the Reports data table. The data in the Details tab of a report automatically ...
Report Fields
Fields are the basic building block of ad hoc reports. Each field represents an attribute that you want to view in the report. You can select fields in the Details tab in the Report Builder. Conduct a direct search for fields by entering the field ...
Report Viewer
The Report Viewer displays existing ad hoc reports. While the Report Builder displays a preview of your report data, the Report Viewer displays the full data as of the last executed time of the report. Launch the Report Viewer by double-clicking a ...
Report Builder
Use the Report Builder to define or edit a report. Launch the Report Builder by clicking the Add Report button on the top right of the Reports data table or by clicking the Edit Report button for an existing report. The Report Builder displays a ...
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 ...