The Reports interface provides tools for compiling information stored in KeepnTrack, allowing you to create a nearly endless variety of reports. With our default templates, you choose the information you want to include and how it’s arranged and organized; you build reports that meet the Use our templates to customize and run a variety of reports that meet your form, content, and organizational requirements for your facility. Every report creates Portable Document Format (i.e. “.pdf”) document that Each report provides detailed and contextually relevant information concerning your facility, saved in a convenient PDF format.
The following provides an overview of the Reports interface; if you have any questions, please email or call our 24/7 Customer Support team at 1-800-320-5830.
Categories
The first step in producing meaningful reports is picking the proper report category. Reports are organized in categories and subcategories. Select a category or subcategory title to view the list of associated reports in the Report Selection pane to the right.
Report Selection
Once you've selected a category or subcategory, the associated reports will be listed in the Reports Selection pane on the right. Scroll through the list to locate and
The Reports interface was designed with simplicity in mind-placing everything in an easily navigable window that allows you to quickly find, modify, and run reports.
The Reports interface uses the familiar three-panel layout found in most KeepnTrack management interfaces.
The left-hand side of the interface is home to the Categories pane, containing a list of all existing report categories (e.g. Volunteer) and subcategories (e.g. People Here Today). Selections from this pane act as filters, allowing you to narrow your focus and display only relevant reports.
The upper-right section contains the Reports Selection pane, which allows you to select the specific report you would like to view, modify, or run; the Selected Report pane adapts to reports selected from this list..
Selections
The Selected Report pane -the bottom-right area of the interface-contains settings and options for the selected reportoptions will change depending on the report you've selected above. It contains essential options that allow you to configure how your reports are ordered, organized, scheduled, and presented.
Enter the specified information and choose your selections to build your report, and when you're ready, click Run Report. The completed report will be logged in Operations Management.
