Report templates in Nook allow you to create a custom report (a downloadable spreadsheet) and re-run it whenever you choose. For example, if you need to produce a weekly report to a funder every Monday morning. Or when you just want to produce an occasional report on your organisation’s caseloads.
Powerful report-building tools allow you to to arrange your CRM data into structured tables that make it easier to count, analyse, compare, and understand.
In the following video we take you through the process of creating a report template and producing a report. You can see an example of a simple report here.