Custom reports

Overview

"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".

custom-report

Step 2: Click on the middle plus (+) sign.

report

 

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.

custom-report

custom-reports

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.

report-information

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.

run-report

export-report

 

Step 6: You can "Edit" or "Delete" your report by hovering over the Action menu.

edit-report

Contact us

Please don’t hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.

Best Regards, Jumbula Support Team