Getting Data Out of SAM with Reports

Welcome back! Now that we've talked about getting data in SAM, let's discover how to get data out. Today we're focusing on reports. 

Reports Overview

Reports can be accessed through your custom report menu or under each tab. Reports are color coded to match the tab they are associated with for easy identification. 

Filtering Reports

Filtering reports allows you to view subsets of the records shown on the report. There are a few ways to filter a report:

Report stats display groups or categories of records summarized by counts, percentage or other summations as specified. Click the value you'd like to sort or filter by. 

Using a field column, click directly on a column heading to edit or filter or exclude that field’s value. 

Within the report, click on any field then filter by field value to see a modified report

Report Options

Send emails, print, export and more by clicking Options at the top of the report.

SAM Leads: see this guide for details about the options available.

Editing Existing Reports

SAM has many pre-built reports available for your convenience. These reports can be copied, and/or edited by your Admin instead of creating a new report from scratch. 

SAM Leads: for a detailed guide on editing existing reports, click here. 

Building New Reports

Users must have Full Admin permissions to modify reports. These users can change reports and add new ones at any time. 

Before building a report, you’ll need to know:
1) The purpose of the report - why do you need this report and who is it for? 
2) Which main entity type will be used to pull the information from (for example, Family or Child or Organization)?
2) Which tables associated with the entity type should be included?

SAM Leads: Click here for complete instructions about creating new reports.

Customizing Report Menus

SAM Leads: click here to learn how to customize your home page report menu.