Accessing/Exporting Reports (+ video tutorial)
This article is intended for volunteers who have access to the club leader portal and want to access standard reports provided by the Alumni Association for their annual report or to export attendee information for table settings or thank you letters.
It is assumed that the user has already logged into the portal and has navigated to the Home page. Log in instructions can be found here.
- Click Reports in the top navigation bar.
- Click All Reports in the left navigation.
- Select desired report name.
When you start accessing reports they will populate upon first navigating to the Reports tab as the system will always show you recent reports first.
- Click Export in the top right corner
- Select whether you want the export to be formatted (with the shown groupings) or with details (no groupings i.e. merged fields)
- Click Export
Details Only exports can be exported to CSV or Excel, but Formatted Reports can only be exported to Excel. If you are creating name tags, seating cards, etc. it is recommended to export to CSV so that every attendee is noted on an individual line and you can merge name fields as desired.
This video is for club leader volunteers that have been given access to the Club Leader Event Management Portal and would like to view and/or export reports.