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User Reports: Save Criteria and Reports
User Reports: Save Criteria and Reports

Learn how to save and reuse a previous report

Updated over a week ago

Campminder allows you the ability to save your custom-built user reports, or to save the criteria used to build a report.

This comes in handy when you need to run a report often but the system doesn't already have a built-in one to meet your needs.

You can save criteria in User Reports, Medical Reports, as well as other reports found around the system.

Video Tutorial


Save Criteria

  1. Navigate to Reporting > User Reports > Camper (or staff, alumni, person).

  2. Click the green ''New Report'' button.

  3. Build out the report however you want on the "1. Selection Criteria" tab, with all the criteria you want to be able to use later.

  4. If your Criteria Set requires advanced filtering, you will also enter the field or fields in the Advanced Criteria section (see the Related Links below for more info).

  5. Enter the name under which you'd like to save the criteria set in the box under ''Saved Criteria Sets.''

  6. Click the appropriate radio button to save the criteria set for just you, or for everyone. It's important to note: if you save it for "me", literally no one else can see this criteria, not even Campminder employees.

  7. Click the green ''Save'' button.

These will now appear as gray buttons below, and you can click the button to fill in the data as you've specified. You can also save your criteria on the "2. Fields/Sort" tab, if you have a set of fields you want to save for later. Note that criteria saved on each of these tabs are independent of each other.


Save Reports

Like saving criteria, you can save a whole report (that also includes the criteria), so you can pick your criteria, fields, and sort options, then run the report with a click of a button.

  1. Navigate to Reporting > User Reports > Camper (or staff, alumni, person). Click the green ''New Report'' button.

  2. Build out the report however you want on the "1. Selection Criteria" tab, with all the criteria you want to be able to use later

  3. If your Criteria Set requires advanced filtering, you will also enter the field or fields in the Advanced Criteria section.

  4. Do the same for the "2. Fields/Sort" tab.

  5. Set any options on the "3. Options/Finish" tab, then click "Generate Report".

  6. When the report runs, you can enter the name and pick a folder (default is "general" above).

  7. Now, whenever you navigate to Reporting > User Reports > Camper, this report will be listed under the General folder. Just click on the gray button to run it.
    You can also click Edit under this report to tweak the criteria you've set.


Why would you save criteria vs. saving a report?

Usually, it's easier to save a report rather than just the criteria. However, if you don't have the data yet, you should save the criteria instead.

Example: It's October and your season hasn't started, but you're already planning to collect campers' swimming levels in your camper app. You set up a report with the criteria for "swimming level," but running the report gives an error because you don't have the data yet.

💡Tip: Instead of saving the report, save the criteria now. Once you have the data, you can save the report later!

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