Building a Custom Report Using Wild Cards

Building a Custom Report Using Wild Cards

The Custom Reports function is available under every major tool bar...

Development, Admissions, Registrar, Finance and Library

A: Under Navigation go to "Recruitment/Admissions"

B: Click on "Customs Reports"

C: Click on "build new report"

D: Click on buttons to indicate which data will be pulled for the report

- Green = included - White = not included

E: Click on drop down box to select search category

F: Click on one of the following:

- "LIKE" ... uses wild cards (%) - "=" ... Equal or the same

- "NOT LIKE" ... Does not include - "<" ... Less than

- "IS NULL" ... No information given - "<=" ... Less than or equal too

- "HAS BIT" ... For all categorys ending in 'bit' - ">" ... Greater than

- ">=" ... Greater than or equal too

G: Type in specification of the search category

- THE % IS THE WILD CARD SYMBOL

H: Click on one of the following:

- "STOP" ... End of the search criteria - "AND" ... A and B

- "OR" ... option A or B - "NOT" ... anything but A

I: Click on "Run Report"

- This report will pull all donations received in 2017

J: %-01-% will pull a donations in received January

%-06-% will pull all donations received in June

K: Click on "Run Report"

L: Click on "AND"

M: Click on "Gift Amount"

N: Click on ">"

O: Type in a number value

P: Click on "STOP"

Q: Click on "Run Report"

- This report will pull all donations received in June that are greater than $10

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Building a Custom Report Using Wild Cards

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