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You can customize the data that displays in your reports by performing a search from within the ACS Reports window.

For example, suppose you have customized and previewed a report, then realize that you only needed to view that report for a specific group of individuals in your database, such as Regular Attendees. You can click Searches and process a search for individuals with that Member Status. When you close the search window and click Customize, select Use Last Search Result and click Preview to update your report to include only the records from your search.

In addition, you can also process a search prior to customizing and previewing a report without having to close the ACS Reports window, saving you valuable time.

 To process a search within the ACS Reports window before running a report
  1. Under Searches and Reports, click the Reports tab.
  2. In the drop-down list, select the appropriate module and click Go .
  3. Click Searches .
  4. On the Search Information and Search Criteria tabs, select the appropriate options.
  5. Click Process. Your search results display on the Results tab.
  6. Click Close.
  7. In the upper sidebar, expand the report types and select the report you want to customize and preview.
  8. Click Customize.# On the Report Options tab, select the appropriate options for your report.
  9. On the Report Options tab, under Search Results, select Use Last Search Results. The date and number of records from the search you just performed displays.
  10. Click Preview to view your report.


 To process a search within the ACS Reports window after running a report
  1. When your report displays in the Preview pane, click Searches to open the Searches window.
  2. On the Search Information and Search Criteria tabs, select the appropriate options.
  3. Click Process. Your search results display on the Results tab.
  4. Click Close.
  5. In the upper sidebar, expand the report types and select the report you want to customize and preview.
  6. On the preview pane toolbar, click Customize.
  7. On the Report Options tab, under Search Results, select Use Last Search Results. The date and number of records from the search you processed displays.
  8. Click Preview to view your report. The report's data reflects the search results.


Additional Field Information


In the lower sidebar, you can also select to use your latest search results when customizing and generating reports.

Always Use Last Search Results
To use data from the last search you performed in each report you preview or print, select this option. This is helpful if all of the reports you work with are based off of data in your last search results.

Use Report Setting for Search Results
To use the report's setting under Search Results on the Report Options tab when previewing reports, select this option. If Use Last Search Result is selected on the Report Options tab, the report will reflect the data from the last search. Otherwise, data from all individuals is used when performing the search.

If you click Reports in the Searches window to access reports, the report uses the data from the last search performed, and the reports setting in the lower sidebar changes to Always Use Last Search Results.




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