The Report
The Set of Options Report allows you to view and export a list of all values in a specific custom field, and can be used for any fields that are a "set of options" field type.
A common example for many associations is an Areas of Expertise (AOE) custom field, which is used in the online member directory as well as printed directories.
The main difference between this report and a custom report of the same field is that the Set of Options report will list each value on a separate row.
In the example below, Access Control, Inc. is listed on 3 separate rows because they have 3 values selected in the Areas of Expertise custom field on their record (Apartments, Schools, and Utilities).
View the Set of Options Report
Go to the backend and click Reporting in the left sidebar.
Then click on Set of Options.
When the report opens, select the custom field from the Choose Custom Field for Report dropdown. Note: Only "set of options" fields will be available.
The list will automatically populate all member records with a value (or values) in the selected custom field. If a member has more than one value they will be listed multiple times.
Components of the Report
Search
Search the results by member name.
Company Name
Person Name
Filter
The following filters can be used to customize the report results:
Member Type - The default setting shows all member types. Click in this filter to select one or more specific member types.
Option Value - The default setting shows all values for the selected custom field. You can narrow down the results by choosing one or more specific values.
Membership Status - The default setting shows Current members. You can add Non-Members, Prospects, Pending, Expired, and/or Inheriting in this filter.
Display Columns
Some columns show by default, while others are available under the gear icon. To sort the report by a particular column, click on a specific column header.
Exporting the Report
The Set of Options report can be exported to a .pdf or .csv file by clicking the corresponding icon (see image below).
PDF (printer icon) - includes only the columns that are shown in the list
CSV (paper with an "x" icon) - can choose to export only columns shown in the list or all available fields
Export Icons:
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