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Author: Kristenson, Joel

Last Updated: 2017-01-25

Overview

This documents’ purpose is to provide a way of deciding which build-in report will best suit your needs.  There are a variety of pre-programmed reports in Trail Blazer that serve different purposes (i.e. walk lists, fundraising reports, call book reports, etc.).

This kb also includes brief details about what each report provides along with screenshots of the configuration steps, and examples of the end results.

There are two ways to access the built-in reports, these are shown in screenshots below:

Option No1 – File > Reporting > Reports Preview…

Option No2 – Click the [Reports] button in the lower-right of the Donor/Voter (Contacts) list

Both options will bring up this menu:

Important: If you want to see a print preview of the report prior to print you’ll need to use option #1 (via the File Menu > Print Preview).

Tip: Use the Ctrl+F hot key to jump to different sections of this article (example: “#1”, “#2” or “Related Resources”.

Outline

#1 Simple List

#2 List with User Fields

#3 List with Notes

#4 Simple Volunteer List

#5 Volunteer List

#6 Fundraising List

#7 Labels (Use Avery 5160)

#8 Labels (Use Avery 5160)/Nick Name Option

#9 Labels Name built list-Combined House or by last name and address (Use Avery 5160)

#10 Labels Household and Envelope Name (Use Avery 5160)

#11 Name Badge – First + Last Names + Employer (Use Avery 5392)

#12 Name Badge – First + Last Names (Use Avery 5392)

#13 Walk List, Selectable Format

#14 Walk List, Voter History

#15 Related Resources

#1 – Simple List

The Simple List option will sort by street address.  First by house numbers so all the same house numbers on different streets sort the same.

Img 1 of 2 – Selecting the Simple List Option

Img 2 of 2 – Example Print Preview

#2 – List with User Fields

If you utilize user fields in your database to track custom data points (e.g. graduation year), this is a good report for you.  It will print a small amount of information on the contacts in the list such as their name, address, and contact info, along with the user fields you select to print out.

Img 1 of 4 – Example Contact Record that has User Fields Present

Img 2 of 4 – Selecting the List with User Fields Report

Img 3 of 4 – Configuring the Print Settings

Img 4 of 4 – Example Print Preview of the List with User Fields Report

#3 – List with Notes

The List with Notes report will print out whatever text is in the ‘Notes’ tab of a contact record card:

Img 1 of 3 – Selecting the List with Notes Report

Img 2 of 3 – Configuring your Options

Img 3 of 3 – Example List with Notes Report

#4 – Simple Volunteer List

This report will print out attributes under the volunteer folder (*requires you have a volunteer folder created).

Img 1 of 3 – Example of Where the Report Pulls Attributes from

Img 2 of 3 – Selecting the Simple Volunteer List Report

Img 3 of 3 – Example Print Preview of the Simple Volunteer List

#5 – Volunteer List

The Volunteer List report is essentially the same as the Simple Volunteer List with minor changes to the UI (user interface) on the final printout.

Img 1 of 2 – Selecting the Volunteer List Report

Img 2 of 2 – Example Print Preview of the Volunteer List

#6 – Fundraising List

The Fundraising List report is very useful for providing a quick snapshot of each donors giving history in the list you queried for.  It will provide the date and time of each donation.

Img 1 of 3 – Selecting the Fundraising List Report

Img 2 of 3 – Configuring the Report

Img 3 of 3 – Example Print Preview of the Fundraising List Report

#7 – Labels (Use Avery 5160)

This “Report” isn’t really a report but is how you print mailing labels using the Avery 5160 mailing labels.  If you don’t have this type of label paper you’ll need to export the list and run the mail-merge through something like Microsoft Word.  This option will print the contact’s first name, last name, and their home address.

Img 1 of 3 – Search for the List of Contacts to Print Labels for

Img 2 of 3 – Selecting the Labels (Use Avery 5160) Report

Img 3 of 3 – Example Print Preview of the Labels (Use Avery 5160) Report

#8 – Labels (Use Avery 5160)/Nick Name Option

This report is essentially the same as the regular labels report but if there is a nickname present it will print out instead of the first name.

Img 1 of 3 – Example Contact Record with a Nickname which Prints Out on this Label Option

Img 2 of 3 – Selecting the Labels (Use Avery 5160)/Nick Name Option Report

Img 3 of 3 – Example Print Preview

#9 – Labels Name built list-Combined House or by last name and address (Use Avery 5160)

This “report” will print labels for the list you queried for and provides options to address the family or the heads of household.

Img 1 of 3 – Selecting the “Report”

Img 2 of 3 – Configuring your Options

Img 3 of 3 – Example Print Preview

#10 – Labels Household and Envelope Name (Use Avery 5160)

This “report” will print out labels using the household envelope name that you create when householding the database.

Img 1 of 3 – Example Household Record with the Envelope Name Merge Field Present

Img 2 of 3 – Selecting the ‘Labels Household and Envelope Name (Use Avery 5160) Report’

Img 3 of 3 – Example Print Preview

#11 – Name Badge – First + Last Names + Employer (Use Avery 5392)

This “report” will print name badges for the list you queried for using their first name, last name, and employer.  This is a common procedure for event registrants.

Img 1 of 2 – Selecting the ‘Name Badge – First + Last Names + Employer (Use Avery 5392)’ Report

Img 2 of 2 – Example Print Preview

#12 – Name Badge – First + Last Names (Use Avery 5392)

This “report” will print name badges for the people in the list you queried for (typical for event attendees).  It will print out the contact’s first and last name.

Img 1 of 2 – Selecting the ‘Name Badge – First + Last Names (Use Avery 5392)’ Report

Img 2 of 2 – Example Print Preview

#13 – Walk List, Selectable Format

This report is used for door-to-door canvassers for political campaigns to use on their paper walk lists.  It requires you add in the attribute columns (walk list questions) into the grid via formatting prior to running the report.  It will also require that you remove unnecessary columns, and widen the columns so the walk list prints out correctly onto paper.

Tip: save time and money by using our mobile canvassing app instead of paper walk lists.

Img 1 of 4 – Example Query List of Voters with the Attribute (Questions) Formatted into the Grid as Columns

Img 2 of 4 – Selecting the Report

Img 3 of 4 – Configuring the Report Options

Img 4 of 4 – Example Print Preview

#14 – Walk List, Voter History

This is a very useful report for your “door-knockers” to use which provides the past voter history of the people they are canvassing.  It *requires you have voter history loaded in your database.

Img 1 of 4 – Build and Run a Search Query for the Voters you are Canvassing

Img 2 of 4 – Selecting the ‘Walk List, Voter History’ Report

Img 3 of 4 – Configuring the Report

Img 4 of 4 – Example Print Preview of the ‘Walk List, Voter History’ Report

#15 – Legacy Reports

These ‘legacy’ reports are no longer supported in Trail Blazer and will eventually be removed.

The related resources below link to a wide variety of similar articles and videos.

Related Resources

Article: Walk List Selectable Format

Article: Creating and Saving Default Formats for Reporting with the Grid

Article: Add Attributes, Attribute Dates, and Attribute Notes to the Grid by Formatting them in as Columns

Article: How to Create a Year-by-Year Giving History Report using Filtered Contribution Columns in the Grid – Primarily for Nonprofits

Article: Mobile Base Camp – How to Create and Run a Mobile Canvassing (Walk) List

Article: Are you able to print custom issues/groups and/or log entries on walk/call sheets

Article: Printable Call Book Reports

Article: How to Print Name Badges for Event Registrants – Using Avery 5392 Name Badge Paper

Article: How to Print Household Labels

Article: How to Print Mail-Merge Address Labels

Article: Printing Envelopes

Article: How to Create Attribute Folders and Attribute Items (Custom Categories)

Video: Attributes Adding New

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