thankQ Help
On most thankQ forms it is possible to create custom reports with your own defined columns. You can also choose to optionally report on the sublists present in the form (if sublists exist). An example of this reporting mechanism can be found below on the Batch Information form:
These fields also exist in Payment Information, Groups, Mailings, Communications, etc. The functionality in each of these forms is almost identical so this topic will be a general purpose explanation on how to use this reporting feature. If you need specific information on a particular form you should consult the help article for that area of thankQ.
Please follow the steps below to generate a Report (without any sublists):
1. Open Report and select Report:
2. Select the Report Destination, which is typically Microsoft Excel. However you can also report in several other formats if you wish to:
3. Select the fields that you want to include. Note that the fields available will depend on the form you are reporting from:
4. Open the folder and select the fields that you want to include:
5. Some tricks you can use as well:
- Double Click on the folder if you would like to add ALL of the columns in that folder.
| - You can either double click on the column you want or use the right arrow > to add it to Selected Fields. The left arrow < will remove a single column from Select fields and place it back in Source Fields. |
| - Use the Double Left Arrow button << if you would like ALL of the fields removed from the Selected Fields part of the report (in case you want to start over). |
6. Once you have the fields that you want press Ok to start the report:
| 7. | If you want to be able to generate the same report again without having to select the same columns each time, consider saving your report as a Saved Form Report and Template: |
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8. If you do select Yes, give your report a name and description:
| 9. | Once the report is running you may encounter a message asking if you would like to continue past 1000 records. This is a precaution added in case you are unintentionally trying to report on far too many records. If it is okay just select Yes to continue: |
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10. You will now have a full report on the data you have selected:
| 11. | If you would like to use the option Report with Sublists the steps above are the same except that now you may also report on the columns contained in the sublists (note if the form has no sublists this option will not be available): |
