When Exago opens in a new tab, you will see a screen similar to the following:
The title will be the name of your club or association.
The Filters button allows you to limit a report to just a single event, or survey, or donation fund, or subgroup. This option is described in more detail below.
Immediately below the heading line is the Tab Bar, currently showing the “Home” tab only. As you create and view reports, they will appear as additional tabs. On the far-right side of the Tab Bar are icons to customize your user preferences and to display the Exago help system. Help screens also appear as a tab.
| Icon | Description |
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Create a new report from one of the available wizards or options. |
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View the list of existing reports, including shared reports. Also provides a search function. |
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Enabled when you have an open report design. Displays data sources and individual data elements that you can place on reports. |
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If this option is enabled for your organization, it allows you to schedule reports to be run and emailed to a predefined list of recipients. |
The initial view is Browse Existing Reports. Use the search panel to locate a report by part or all of its title. The list will be filtered dynamically as you type. Clear the search phrase by clicking the “x” icon. Click the ⋮ icon to include report descriptions in the search.
The Reports list starts with Shared Reports, organized into folders by report type. These are read-only reports (indicated by the lock icon) created by ClubExpress to get you started. They can be run but they cannot be modified in place. However, you can duplicate them to your club-specific space if you want to customize them.
The Reports option at the bottom is your club-specific space. You can create folders and sub-folders to organize your own reports.
When you select a folder, a menu icon appears on the right with the following options:
- Add Root or Child Folder
- Create a new report using one of the five options
- Rename the folder
- Delete the folder (it has to be empty first)
- Expand or Collapse all sub-folders
When you select a report, the menu icon has the following options:
- Run Report. You can also click the arrow icon.
- Export the report to Excel, PDF, RTF (Word), or CSV
- Schedule Report (if the scheduler is enabled)
- Email Report to a specific address in the specified format
- Duplicate the report to create a slightly different version or to experiment.
You can also drag-and-drop reports and folders around this tree to organize it any way you need. Within a folder, reports are always listed alphabetically by title.
The main workspace is in the center. On the Home page, it provides links to ClubExpress video tutorials, this manual, the Exago User Guide, and a new ClubExpress Online Help system that’s currently under development. Below the divider are links to some excellent Exago video tutorials.
If you have uploaded a Club Logo for the built-in ClubExpress reports, that logo will be available to place on your Ad Hoc Reports. It is included in the empty Template report and in the shared reports we have created to get you started.
Report Types
- ExpressView uses an interactive designer and a drag-and-drop interface to quickly create tabular reports. ExpressView is both a reporting tool and a data exploration tool; it allows you to explore your data in real time, where you can dynamically regroup, sort and get totals on an as needed (ad hoc) basis.
- Advanced Report is more sophisticated designer that supports multi-section reports, where each section can contain tabular output, charts, maps, gauges, and other output types. It also supports grouping and other advanced features.
- Dashboard is an interactive canvas with multiple elements all updating at the same time. See the Exago documentation for examples.
- CrossTab Report (aka Pivot Table) displays aggregate data in a format to analyze a dependent variable based on two or more independent variables (for example, the count of members at each intersection of a member type and a state of residence.)
- Chained Report combines multiple reports into a single report which can be displayed, exported, or emailed. See the Exago documentation for examples.