Create saved reports

 

Function

With the Saved reports section you can display a report, for example an overview of board members, on your organization's web page. It is also possible to save a moment recording of a report.

Reporting

  • • In the main menu, select Member management.
    • Click on Report in the submenu if you want to use an existing list.
    • If you want to create a new report, use the Report Generator in the submenu.

 

create-saved-reports01

• Select the list that should be visible on the website from the overview System lists or Own lists
• In the Output column, choose Saved Reporting.

 

create-saved-reports02

 

  • • If the most recent version of the report should be visible on your organization's website, check the automatic update at night.
    • Click the Save button to add the report to the Saved reports in the submenu

 

 

create-saved-reports03

 

  • Choose member management in main menu
  • Click on Static reports in the sub menu


static-reports-01

 

  • Select a report.

 

static-reports-02

 

By pressing Update now the most recent version is shown.

Saved reports on website

You can read how to show saved reports on your website here: widget static reports.

 
 
 

Get the most out of e-Captain!

e-Captain has a very extensive Member Management package. We offer several basic trainings which teach you to work with e-Captain in an accessible way.  The trainings take place at our office in  's-Hertogenbosch.

View our trainings

 

TeamViewer

To be able to support you optimally, it can be easy to look with you on your computer from a distance. We use TeamViewer to do this. TeamViewer makes it possible to take over your computer from a distance.

 Download TeamViewer

 

This page was last updated on: 31 July 2018