BEST PRACTICE: Use Custom Reporting Labels on Forms and Surveys
When you’re setting up a form or survey, including an event registration form, you can add a custom report label for any item. When you run a report on the form results, the custom label will be used as the column header instead of the question text. This improvement allows you to display meaningful question text to your visitors and generate reports that contain a reasonably sized column header.
In this example, no custom reporting label was entered, and the complete text of the question is displayed in the report column header:
In this example, the Reporting Label field was used to create a short label for the same column:
You can use this feature on existing forms as well as new ones. To add a custom report label to a form or survey item, follow these steps:
- Create or edit an item.
-
Enter the Question Text and any other information for the item.
-
In the Reporting Label field at the bottom of the page, enter a short but meaningful name to use as the column header for this item in a report.
-
At the bottom of the page, click Add Item.
UPCOMING WEBINARS: Membership Reports, Financial Reports, and Additional Reporting Features
The following reporting webinars are scheduled during the next two weeks. If you miss a webinar, the video will be available online.
Understanding Membership Reports and Tailoring Them to Your Needs
| | Audience: All organizations that use the Membership Management module Description: This webinar explains the reports available in the Membership Management module and how to modify them to meet your needs. Date: Tuesday, March 24, 2015 Time: 4 PM Eastern/1 PM Pacific Register: https://attendee.gotowebinar.com/register/8262587255769655810 |
Understanding Financial Reports and Tailoring Them to Your Needs
Additional Reports and Reporting Features
| | Audience: All organizations Description: This webinar explains additional reports such as Registrations by Zip Code report and the Daily Registrations reports, and how to modify them to meet your needs. Date: Wednesday, April 1, 2015 Time: 2 PM Eastern/11 AM Pacific Register: https://attendee.gotowebinar.com/register/1175826895939482626 |
Webinar Videos Available Online
Videos of the following reporting webinars are available online:
Subscribe to the Friday News by email or as an RSS feed 
For the latest information and system status, follow us on Twitter 
