Location Reports

The Location Reports tool provides a detailed report of a range of fields related to locations, based on Default fields, Special fields** and Custom fields**.

This article provides an overview of the Location Reports tool. See below:

1. Choose desired information selector(s)

**these selectors will only appear if they have been set up in the system and are in use.

2. Click the Generate button

3. Once the report has been generated (on the page), you will see multiple reporting types/buttons to view this data in, as shown below:

Save - Allows you to save this specific report (click here for more information)

Print - Opens a PDF version of the data (in .PDF format)

CSV - Opens a CSV version of the data (in .CSV format)

Excel - Opens an Excel version of the data (in .XLS format)

Graph - Displays a visual graph of the data (example below)

Note: The Graph option is not available when the 'View' type chosen is By Individual.

Tip: To change the colour of the Graph, simply click the Graph button multiple times.

Below you can see an example of this report which details the following (based on the chosen information selectors):

  • Default fields
    • Country Name
    • State
    • City
    • Contact Name
  • Special fields
    • Location Code
  • Custom fields
    • Location ID
Country Name
State
City
Contact Name
Location Code
Location ID
Australia
NSW
Sydney
John Smith
AU_NSW
02
Australia
QLD
Brisbane
Peter Citizen
AU_QLD
11
Australia
VIC
Melbourne
Jane Doe
AU_VIC
08


for: adm

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