Search results can be used to create ad hoc reports that may be requested from funders, administrators, or evaluators.
Find Records
- In your left-hand navigation menu, click ‘Search’
- Click ‘Edit Search Criteria’
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Use the criteria tabs to locate specific fields and enter values that match the desired participants
- Click ‘Find Records.’ The search results will be displayed
Next Steps
- Generate a custom report
- Use quick edit to update registration information
- Create mailing / file folder labels
- Generate links for taking surveys via the survey portal
Create a Custom Report
- Once search results have been returned, click ‘Quick Edit/Export Spreadsheet.’ A screen listing multiple participant-related fields will appear
- Check the boxes for the fields you would like to include in the report
- Click ‘Print/Export to Excel.’ A preview of the report will appear
- Click ‘Print’ to print the report or click ‘Click Here to Download’ to export the information to Excel