Jump To
 Working with Reports |
 Ad Hoc Reporting Tool |
 Working with Reports in ClearView BI |
 Reports Administration |
 Reports Library |
Overview
Reporting OverviewClearView includes a robust and growing collection of predefined reports that provide immediate data analysis opportunities through table views, interactive charts and graphs, reporting dashboards, crosstab summaries, and more. ClearView partnered with the power of Jaspersoft to deliver ClearView Business Intelligence, an innovative set of reporting features that allows users to leverage the versatility of the JasperReport's ad hoc reporting tool to build custom reports, as well as to copy and edit existing standard reports. Jaspersoft also provides the powerful iReports tool, which is used by our developers to build dynamic, interactive reports. Reports are accessible via the Reports link in the Navigation Menu. The Reports Library is an easy-to-maneuver list of reports that allows you to search using keywords, narrow down the collection by category, and mark reports as favorites. Stay in touch with Recent Reports as another avenue for quick access to those go-to reports that you use on a regular basis. Run reports moments after logging into ClearView, and start cultivating your fundraising efforts without delay.  In the list of resources below, the Jaspersoft logo signifies documentation provided by Jaspersoft, our third-party partner powering ClearView Business Intelligence. To facilitate easy navigation back to this list, partner documentation launches in a new window.  |
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ClearView Business Intelligence
ClearView Business IntelligenceClearView works in conjunction with our business partner, Jaspersoft, to bring you ClearView Business Intelligence. Jaspersoft provides a robust set of support materials to help you make the most out of your time spent working with reports. Learn more ... Want to start learning right away? Check out this comprehensive course covering the basics of using ClearView Business Intelligence for your organization. Chip away at the videos, tutorials, and documentation at your convenience, and you'll be a BI-pro in no time. |
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Quick Start Guide
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Choose a slider to learn some basics about using reports.
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Click the slideshow image to learn about accessing reports. For more help with accessing ClearView settings, see Accessing Reports. |
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To Filter Reports
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Click the slideshow image to learn about filtering the reports results list. For more help with finding specific reports in ClearView, see Finding Reports. |
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To View Reports within ClearView
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Click the slideshow image to learn about viewing embedded reports in ClearView. For more help with finding specific reports in ClearView, see To enable report viewing within ClearView. |
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To Run or Schedule Reports
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Click the slideshow image to learn about running and scheduling reports. For more help with finding specific reports in ClearView, see Running or Scheduling Reports. |
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To Access the View Builder
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Click the slideshow image to learn about accessing the View Builder.  Before you create a new view, take a look at our Pre-Check Flowchart. It may save you some work in the long run.For more help with accessing the reporting tool from ClearView, see Accessing the Ad Hoc Reporting Tool. Have more questions about creating views for reports? Our training department is happy to help. |
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Reports are a permission-based feature of ClearView CRM. If you do not have access, contact your ClearView Administrator.
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Working with Reports in ClearView
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Ad Hoc View and Reporting Tool
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Reports Administration
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Reports Library
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