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    Custom Queries & Reports

    Guides for building, running, and managing custom queries and reports.

    🗂️ Custom Queries & Reports

    • How do I edit or copy an existing custom report?
    • How to create a Renewal/Retention Report (no annual expiration date)
    • How to View, Edit, or Delete Reports that were created by past Administrators
    • Custom Report Service
    • What is meant by both tables or the top table when creating a report?
    • How do I create a custom report?
    • What is a "join" when using custom queries?
    • When do I need to use return all records that exist in the top table?
    • How do I create a custom query that utilizes both AND/OR conditions?

    📋 Pre-Defined Reports

    • What is the search criteria for the pre-defined report titled "New Registrants Who Have Not Yet Paid Dues?"

    💾 Saved Queries

    • When I export the results of my query, nothing happens. How can I fix this?
    • How do I share a saved query with other people?
    • How do I delete a saved query?
    • How do I run a saved query or report?
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