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Create, customise, and export a report in Givver

Build reports by selecting fields, applying filters, and exporting your data

You can create fully customised reports in Givver by selecting the data you need, applying filters, and exporting the results.

🛠️ Create a report

  1. Go to "Reports"

  2. Select "Personal data tables"

  3. Open a new report

✏️ Select your data fields

  1. Open the field selection panel

  2. Choose the fields you want to include in your report

  3. Click "Apply changes"

Your table will update based on the selected fields.

🔎 Apply filters

Filters help you narrow down the data included in your report.

  1. Click "Filter"

  2. Select the filters you want to apply (e.g. Employment Status, Location, Department)

  3. Apply your selection

Your report will update automatically based on your filters.

🧾 Adjust your data (optional)

You can further refine your report:

  1. Select specific rows if needed

  2. Remove entries from the table

  3. Update fields by clicking "Edit"

This allows you to tailor the report before exporting.

📤 Export your report

  1. Click "Export"

  2. Enter a file name

  3. Choose the format (e.g. CSV)

  4. Click "Export file"

Your report will be downloaded and ready to use.

🧠 Things to keep in mind

  1. You can combine multiple filters for more precise results

  2. Field selection determines what data is included in your export

  3. Reports can be reused by saving them

💚 Need help? Contact your administrator or reach out to our support team.

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