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 form, content, and organizational requirements for your facility.

Every report creates Portable Document Format (i.e. “.pdf”) document that provides detailed and contextually relevant information concerning your facility.

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.

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.

The Selected Report pane-the bottom-right area of the interface-contains settings and options for the selected report.