This is where you will find help regarding Queries, Templates (Exports/Custom Reports/Charts), Communication Searches (Notes), and Report Settings.
| Title |
Author |
Created |
|
Queries: Creating a New Custom Query
|
Ed B. |
|
|
Queries: Deleting a Query
|
Ed B. |
|
|
Queries: Creating an SQL Query
|
Ed B. |
|
|
Queries: Activating an SQL Query
|
Ed B. |
|
|
Queries: Deactivating an SQL Query
|
Ed B. |
|
|
Queries: Creating a New Query Schedule
|
Ed B. |
|
|
Queries: Activating a Query Schedule
|
Ed B. |
|
|
Queries: Deactivating a Query Schedule
|
Ed B. |
|
|
Queries: Deleting a Query Schedule
|
Ed B. |
|
|
Graphs: Rendering a Graph
|
Ed B. |
|
|
Analytics: Generating Member Analytics
|
Ed B. |
|
|
Analytics: Generating Contractor Analytics
|
Ed B. |
|
|
Templates: Creating a New Excel Template
|
Ed B. |
|
|
Templates: Deleting an Excel Template
|
Ed B. |
|
|
Templates: Creating a Word Template
|
Ed B. |
|
|
Templates: Creating a Designer Template
|
Ed B. |
|
|
Templates: Deleting a Designer Template
|
Ed B. |
|
|
Templates: Creating a Chart Template
|
Ed B. |
|
|
Templates: Deleting a Chart Template
|
Ed B. |
|
|
Templates: Creating a Text Template
|
Ed B. |
|
|
Templates: Deleting a Text Template
|
Ed B. |
|
|
Search: Filtering Communications
|
Ed B. |
|
|
History: Viewing Reporting History
|
Ed B. |
|