Create your own Reports in Athennian that meet the unique needs of your organization.
Athennian centralizes Entity data in one location, and the Reports allow you to extract data into Excel so you can work with that data outside of Athennian as well.
The five videos below review how to run saved Reports, create new Reports, or adjust existing Reports as needed.
#1 - Understanding and Running Existing Reports
This video explains how to extract data stored in Athennian. From generating Documents and Exports, one Entity at a time, to using Reports to generate summaries of data across multiple Entities at once.
#2 - Creating a new Report
Learn how to create a new report using Filters to refine the results and adding columns to the results to show exactly the information required.
#3 - Understanding the Data Available in Reports
#4 - Tips and Tricks for Managing Report
This video reviews options for managing reports in Athennian, including organizing into folders, copying reports, deleting reports, and scheduling reports to email automatically to selected recipients.
#5 - Example: Directors and Officers Report
Not sure where to start? Check out this video that looks at two variations of a commonly requested report, the Director and Officer Report.