Reports are built to include recommended fields, however, you may customize the report to get more granular in the information that you are looking to analyze. For Example: When working with the Dropped Membership Report, if you wish to view a list of the members that have dropped for a certain reason, you can generate the report by setting the Criteria / Filters.
Use the following procedure on all reports, to set filtering criteria.
- In the Criteria / Filters section, click the icon.
- Select the field on which you wish to filter from the drop-down list. The fields available will vary based on the report you are working with.
- Select the desired Operator. Operators will vary dependent on the field you have chosen. The operators is used to specify the condition that must be met to be included in your report. See the Report Filtering Operators.