Custom report development

Let expert ClearView report writers create exactly the report you’ve been imagining. A custom-built report gets you exactly the information you want, in the way you want to see it. Not only can you to choose the metrics and criteria, but you also can tailor them so they include only the most important information for your organization. Formatting options abound: headings, columns, sorting, color.

You can ask that the report be embedded in a dashboard panel, export it to another application like Excel and schedule it to run on a regular basis, just as standard reports can run.

 
ClearView Donor Summary Relationship management custom report Reports exported excel pdf

Custom reports as you like them

With custom reporting, you can work with data from any database field. Collaborate with SofTrek to develop custom reports that:

  • Make information available automatically and on demand to monitor your progress
  • Produce detailed charts and graphs so you can understand and act on important or complex information easily and quickly
  • Export to multiple formats such as Microsoft Excel, CSV, PDF and HTML files