Reports

Create reports 

- Access the Memberbase dashboard. 

- Navigate to report builders. 

- Click on “Create report builder”.

- Fill in the required fields and click on the “create report builder button”. 

- Click on the "Create Report Builder" button.

- After a Report Builder is Created, click on the "edit" button.

- Click on “generate report”.
- Add the fields you want to be added to the report you generate.

- Fill in the Filters section, which helps you to pacify how the reports will look.

- Fill in the Query Section. and click on the "Update Report Builder" Button.

- Click on "Generate Report" and input the required fields.

 

- Input a password and select a period. 

- Finally, click on the "Generate Report" Button.

An email is sent with a link to download the file. 

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• Schedule Reports

  - Access the Memberbase dashboard. - Navigate to report builders. - Select the report builder generated. - Click on “schedule reports”. - Input the required fields. - Finally, click on “save schedule”.

• Introduction

  The Senior River CPD (Continuing Professional Development) system is a comprehensive platform designed to assist professionals in managing their ongoing professional development requirements. It provides a user-friendly interface to track and record ...