Creating a Report Format
Connect Toolkit
1. Begin on either the My Campaign or My Voters side of the database
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2. View your Report Formats
From the Administrative Menu, go to Reports • Forms • Labels
Select Report Formats
- On this page, you will be able to see all the Report Formats that are available to your committee.
3. Adding a New Report Format
Click on the blue 'Add New Report Format' button
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4. Setting up your New Format
Give your new format a name and description
Select how you want your report formatted by selecting the following criteria:
- Text Size: Generally around 8 to give you more space
- Page size: Select the most appropriate. Generally 8½ - 11
- Orientation: Select the most appropriate. Generally, you will select portrait
- Width: Generally full page
- Height: This will be adjusted depending on how much data you will be collecting using this format. Start anywhere between 3 to 5. This can be adjusted after.
Settings
- You can choose to show notes or not
Click next
5. Using a Script
You can choose to leave room for a script. However, when you print your list you will have the option to print your script so this is not necessary. It will also take up space in your format.
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6. Report Format Builder
You can now build your report format
- The field at the top will be your report.
- Select the fields that you want to include from below by dragging it up to the desired position on your report.
- You can hover over an available field to see what is consists of
- You can add columns to add more fields, side-by-side.
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Adding other criteria:
- Add an tag: Will display in your report if the individual has a specific tag appended to their record.
- Add a Question: Will display in your report if the individual has a specific Question appended to their record.
- Add Text Field: This will allow you to add text to your report. You will use to this if you want to record specific data points.
- Add Checkbox: Allows you to add a text box to your report format.
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Fied Formatter
- You can add any available fields to the field formatter box in order to bold or italicise the text.
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7. Save your Report
Click Save once you have added all the desired fields to your report.
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