Custom report layouts

Overview

When you run a search in Wild Apricot the results are automatically laid out in a default format (i.e. which fields are displayed and how they are sorted). There are cases however where you might want to view different/some fields only, sorted by specific field(s). Custom report layouts allow you to do just that when used in conjunction with member saved searches.

Custom report layouts only apply to member saved searches (i.e. Advanced searches created and saved from the Members tab); they cannot be used with searches via the Contacts tab. This feature is only available to "Community" billing plans and higher, see Pricing

Creating and managaing custom report layouts

To create a new custom report layout (or manage existing ones) go to Settings -> Membership Settings -> Custom report layouts:

• Sorting order: You can specify up to 3 fields to sort by, and the sort is in ascending order (sort fields can be different from display fields).
• Display fields: Your custom layout can have up to 5 columns, and within each column you can have up to 3 fields; the 1st field in the 1st column will link to the member record.

Using custom report layouts

Once your custom report layout is created the next step is to apply it to one of your saved member searches (to create saved searches see Saved searches - Members).

Go to Members -> Saved Searches and choose the layout you want to use with each search:

Search results with custom report layout applied

When you run the saved search the results will be displayed based on your chosen layout. Using the "Sorted by Organization" custom layout in our example above we get a report with just 2 columns sorted by organization name:

Search results with default layout

Here is the same search but this time using a default layout: