How do I create a customized report?

SilkStart allows you to create highly customized reports to answer just about any question you have about your members, events, or financials. Every standard SilkStart report can be customized to match your needs, or you can start from a blank report and create something new from scratch.

Adding or removing fields

To add or remove fields from your report, simple drag the column headers into or out of the report preview. You can also set the order for your columns by dragging the column headers into the order you want.

Narrow your data

Further narrow the focus of your report by sorting, filtering, calculating, and grouping data. SilkStart's reports allow you to identify specific categories by sorting, using groups, and applying as many filters as you want.

Exporting your report

Click on Download CSV to download this report to your computer. This will save a .csv file, which you can open in Microsoft Excel, Numbers for Mac, or any other spreadsheet program.

Saving for future use

When you are done customizing your report, you can save your report. This means that if there's a report you need over and over, you can save a template for how that report should look. 

When you have your report formatted designed to your specifications, click on the blue Save button. You will need to name the report, if you haven't already. This report will now be available to you from your Reports home screen, so you can download it whenever you need to.

SilkStart updates your reports constantly, so they always show the most up-to-date information about your members. Saving a report in SilkStart records a template for how you want that data to be displayed.