The Timeline Report allows you to generate a listing of the timeline entries found in the Member Recruitment "funnel"M. Grouping the report by Contact Name provides an at a glance view of all contacts in the funnel, and the associated timeline items.

1. Click Reports in the Navigation Panel
2. Select Timeline Report.

   

3. Select your search filtering criteria. For example, you may wish to view those timeline items that are in Active sales status.
4. Optional - Enter a Search/Filter query.
5. Select Display Options.
   • The system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
   • Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact name.
   • Display Mode: Select Detail or Summary.
6. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options