Practice using the Custom Reports Builder by completing these 3 steps in your FastFund environment:
- Start a Custom Report: Navigate to Reports > Custom Reports (under Reporting Tools). Click New + and name it “Zip Code Analysis”. Observe the “Unselected Users” and “Selected Users” boxes where you would configure security access. Click SAVE.
- Select Output Fields: In the Report Column Data area, select Constituent as the Object, and Name as the Field. Add a second line, select Transaction as the Object, and Amount as the field.
- Practice Cloning: Instead of building out the filter, click the CLONE button at the top of the screen. Notice how the system generates a duplicate copy. You can then click the red DELETE button to discard both practice entries.