Can Team Summary Reports be modified

Gail Saunders

Does anyone know how to modify or if you can modify the TeamSummary Report - I would like to remove a few columns to be more useful for our Event Managers. I've attached the modified (once I downloaded the form) and the original form (w/out changes).

Kent Gilliam

You can't modify the canned classic reports. Have you tried configuring a Report Writer report that is filtered by specific events and only participants on a team? 

 

Kent

Gail Saunders

Kent Gilliam:

You can't modify the canned classic reports. Have you tried configuring a Report Writer report that is filtered by specific events and only participants on a team? 

 

Kent

To the best of my ability...I'll just have to do a work around. Do you know if you can upload reports or only records?



Please join us July 3-6 at the 2014 World TSC Conference in Washington, DC.

Find out more at www.tsalliance.org/worldTSCconference<>

___________________________________________

[cid:image002.gif@01CF597F.757F2820]Gail Saunders

Senior Manager of Operations

Tuberous Sclerosis Alliance



Tel: (301) 562-9890 x 212

Fax: (301) 562-9870

Toll Free: (800) 225-6872

801 Roeder Road, Suite 750

Silver Spring, MD 20910

www.tsalliance.org<>

Twitter: @g_saundersTSA

Facebook: gail.saunders.33<>

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Kent Gilliam

Gail Saunders:
To the best of my ability...I'll just have to do a work around. Do you know if you can upload reports or only records?



Please join us July 3-6 at the 2014 World TSC Conference in Washington, DC.

Find out more at www.tsalliance.org/worldTSCconference<>

___________________________________________

[cid:image002.gif@01CF597F.757F2820]Gail Saunders

Senior Manager of Operations

Tuberous Sclerosis Alliance



Tel: (301) 562-9890 x 212

Fax: (301) 562-9870

Toll Free: (800) 225-6872

801 Roeder Road, Suite 750

Silver Spring, MD 20910

www.tsalliance.org<>

Twitter: @g_saundersTSA

Facebook: gail.saunders.33<>

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Gail,

 

You can configure a Report Writer - TeamRaiser - Gift Summary by Participant report. You can choose exactly the columns you have in your desired CSV doc. Then you can save it and re-run it as often as you want. You can even have it run automatically and email you the results. 

 

As for uploads, what kind of report info do you want to upload? Anything you upload has to attach to a constituent record.