How to generate a custom report in my organization

Within an organization, custom reports can be generated using the organization's contact list. 

To learn how to create custom reports within your organization, please follow the steps below. 

1. Log in to your Race Roster account and land on your homepage. Click on the organizations tab to access your organizations and navigate to the CRM tool. If you have not yet created an organization, please reference our guide on how to create an organization on Race Roster.

2. From your organization dashboard, click on Reports > Custom reports from the left sidebar. 

3. From your Custom reports settings, click on the "+ Create report" button to begin creating a custom report. 

4. Give your new report a name, description and select the desired report type. You can also choose how you would like the report to update. If you select manual you can refresh the report whenever you need, with automatic you are able to pre-select from a list of intervals when the report will update. When you have filled out the fields and selected for settings, select next to move onto the report filters. 

5. From the list of Available filters, select which criteria you would like to apply to the report that you are creating. For example, you might want to generate a report that includes data from events that occurred any year from 2021-2024. This is possible from the list of operators where you can choose the option that best suits your needs (e.g., equal to any of, any event year between, etc). You can include as many filters as you need to refine your data set.

Note: Depending on the type of custom report you have selected in step 4, the available filters will vary. For detailed information about each report type and its filters, please visit our article Comparing the different types of custom reports available in CRM.

Once you are ready to pull the requested contact data, click the green "Generate report" button.

6. You can see your newly created report from the custom reports overview page, with its status indicating whether it's ready for viewing. Select the hyperlinked name of your report to see the data, or select Actions > "..." > View on the right hand side of the table. You can also refresh the data set, edit the report filters or delete the report entirely should you need to start over. 




If you have any questions or concerns when creating a custom report, please contact us at director@raceroster.com.