Sample Report Writer reports

Total quantity sold and revenue for item sales this year by item class.

Prints details for each order in the specified date range, including a listing of the products ordered.

Listing of orders for the specified date range including Bill To and Ship To ID, order amounts, payments amounts, and balances. Includes a grand total for orders in the date range.

List of order product sales grouped by category and then title within the date range specified. Includes only orders that have been ordered within the selected date range.

Comprehensive summary of promotions including revenue received by item, number of times used by item, and items purchased.

Comprehensive summary of promotions including revenue received by promotion and number of times used by promotion.

This report prints labels on letter-size (8.5 x 11 inches) Avery 5162 or 5262 stock. Contacts are included only if their Status starts with A.

This report prints labels on A4-size (210 x 297 mm) Avery L7162 stock.

This report prints 3-column labels on letter-size stock.

This report prints 3-column labels on A4-size stock.

ExpressView report showing all contacts in the system by Country and State/Province.

Contact profile information for individuals, including all addresses.

Contact profile information for organizations, including all addresses.

Prints event badge and tickets for any registration options and program items for the selected event that have Print tickets enabled. Separate page for each registrant.

Fourteen labels per sheet of 8.5 x 11-paper using Avery 5162/5262 template. Export to PDF for formatting.

Thirty labels per sheet of 8.5 x 11-inch paper using Avery 5160 template. Export to PDF for formatting.

Prints event badges 6 per page including a barcode for the registrant's ID. Formatted for Avery 5392 badge stock.

Prints a certificate of completion for each attendee of the selected event. Choose whether or not to include the event dates.

Prints a certificate of completion for each attendee of the selected program item. Text of the certificate can be customized using parameters, including a logo and signature.

Displays a list of all event registrants for the selected event. Includes the attendee's name, company, email, city, state/province, and country.

Provides a count of registrations and cancellations for the overall event, each registration option, and each program item.

Displays valuable event information such as, total event revenue, number of events, total registrations across all events, cancellations, revenue by event, and more.

Displays who registered for the program items of an event. Contains the registrant's name, organization, quantity purchased, and email address.

Displays who registered for the registration options of an event. Contains the registrant's name, organization, quantity purchased, and email address.

ExpressView report showing event registrations by chapter.

Statement per contact listing invoices with an outstanding balance. Aging categories are included, and there is an option to include cash invoices. Future invoices are excluded.

Statement for the selected contact listing invoices with an outstanding balance. Intended for use from a profile page with a ContactKey specified in the URL. Aging categories are included, and there is an option to include cash invoices. Future invoices are excluded.

Do not run this report in Report Writer. Do the following to replace the out-of-the-box Account Statement report with the AR Statement for Selected Contact report:

1. Make sure you are working with custom account pages. If you are not, see Understanding and modifying account pages.
2. Navigate to the member account page.
3. Enable Easy Edit.
4. Click the Transaction tab, or whichever tab has the View Statement button on it.
5. Click the edit bar under the View Statement button.



6. From the Data Showcase content item, click the HTML tab.



7. Update and replace the following:

Current Value	New Value
iCore/Contacts/Account/AR_Statement_Report.aspx	iCore/Contacts/Account/AR_Statement_Report_Writer.aspx
ID={#party.ID}	ContactKey={#party.PartyId}



8. Click Save & Publish.
9. Click View Statement and note the report is now using the Report Writer version.

Displays invoice details with formatting for GST taxation. Can be filtered by invoice date, invoice number, bill to contact, or open balance amount.

Displays invoice details with formatting for GST taxation. Intended for use in the Print tab of the Invoice detail screen (report is filtered by the iUniformKey specified in the URL).

👍 Tip

Do not run this report in Report Writer. To use this report on the Print tab, see Using Report Writer invoices on the Print tab of the invoice display.

Displays invoice details without any special formatting for GST or VAT taxation. Can be filtered by invoice date, invoice number, bill to contact, or open balance amount.

A statement of payments made by the specified contact during the specified date range, including what items the payment was applied to. Does not include prepayments that have not yet been applied to any items.

A statement of payments made by the selected contact during the specified date range, including what items the payment was applied to. Intended for use from a profile page with a ContactKey specified in the URL. Does not include prepayments that have not yet been applied to any items.

Do not run this report from Report Writer. If licensed for Report Writer, easily access the report from the Transactions tab on staff account pages, staff club household account pages, and organization account pages from the View Payment Statement button. Public users also have access to this button from their public account pages, including the household contact pages (iMIS for Clubs).

Displays invoice details without any special formatting for GST or VAT taxation. Intended for use in the Print tab of the Invoice detail screen (report is filtered by the iUniformKey specified in the URL).

👍 Tip

Do not run this report in Report Writer. To use this report on the Print tab, see Using Report Writer invoices on the Print tab of the invoice display.

Displays invoice details with formatting for VAT taxation. Can be filtered by invoice date, invoice number, bill to contact, or open balance amount.

Displays invoice details with formatting for VAT taxation. Intended for use in the Print tab of the Invoice detail screen (report is filtered by the iUniformKey specified in the URL).

👍 Tip

Do not run this report in Report Writer. To use this report on the Print tab, see Using Report Writer invoices on the Print tab of the invoice display.

ExpressView report showing the number of donors and their Total Giving Amount by Country and State/Province.

Details all gifts from charitable events, grouped by event and transaction date.

Displays information such as, amount of funds raised, amount of donations, number of donors, average amount of donation, donations by type, donations by campaign, and donations over time. Use the drop-down in the top-right to change the year.

Comprehensive summary of project results and statistics for a specified date range, including events. Provides a snapshot of each gift item with a summary of number of donors, number of gifts, and amount for gifts and pledges separately.

Total gift amounts for the specified date range with Fair Market Value and Eligible Amount for Receiptable and Non-Receiptable gifts, broken out by payment method. Gifts with voided receipts are excluded. Optionally filter by one or more payment methods, or by Individuals or Organizations. This report can be used to report on total gift amounts for tax reporting purposes, with the ability to break out the totals by receiptable vs. non-receiptable gifts, In Kind vs. non-In Kind gifts, and gifts by Individuals vs. Organizations.

ExpressView report showing gifts by the related Project.

Lists gifts that include a memorial tribute for the specified date range including the gift information, honoree, message, and notify contact.

Comprehensive summary of project results and statistics for a specified date range, including events. Provides a snapshot of each gift item with a summary of number of donors, number of gifts, and amount for gifts and pledges separately.

Comprehensive summary of source code results and statistics. Provides a snapshot of each source code with a summary of number of donors, number of gifts, and amount for Gifts and Pledges separately.

ExpressView report showing a list of active members by membership group and expiration date.

Prints a membership card for the selected contact with a barcode for the member's ID. Uses the logo from the default financial entity. Easily access this report from the out-of-the-box Club account pages using the Print Membership Card button.

👍 Tip

Do not run this report in Report Writer. To learn how to add this report to the Staff account pages, see Adding reports to account pages.

The Print Membership Card button uses the PrintMembershipCard shortcut. Update this shortcut to point to a custom version of this report on the Club Staff account pages.

Prints membership cards formatted for Avery 5392 badge stock with a barcode for the member's ID. Export to PDF template for correct formatting.

Generates a membership renewal notice invoice that can be attached to a communication template.