"Custom reports" allow you to pull information from any fields that you have defined in your registration forms. Previously you could create custom reports only at the season level, we have enhanced the reporting system and now you can set up a custom report that pulls information across your seasons. See the below instructions to learn how you can create this report.
Step 1: Go to your Jumbula dashboard and click on "Reports" and then "Custom".
Step 2: Click on the middle plus (+) sign.
Step 3: Enter the name and the description for the report. Use the checkboxes which correspond to all the questions in your registration forms in all your seasons, to determine what information should appear in the report.
Note: In the "More Info" section you can choose the information that is not related to a specific registration form. Use this section to pull information about tuition, transactions, extra services, coupons, charges, discounts, and so on.
Step 4: Click "Save & continue"
Step 5: Click on "Run", you will be directed to a page where you can choose your filters, then click the "Run" button to view the report, and also you can export it to Excel.
Step 6: You can "Edit" or "Delete" your report by hovering over the Action menu.
Please don’t hesitate to reach out if you have any questions. Contact our support team at firstname.lastname@example.org.
Best Regards, Jumbula Support Team