Novi AMS

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).

- 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).

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Go to the backend and click Reporting in the left sidebar.

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.

1. Go to the backend and click Reporting in the left sidebar.
2. Then click on Set of Options.
3. 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.
4. 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.

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.

- 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.

- 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.

- Membership Status - The default setting shows Current members. You can add Non-Members, Prospects, Pending, Expired, and/or Inheriting in this filter.

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.

<a href="https://help.noviams.com/en/articles/6967711-available-columns-in-list-views-exports#h_d8cd79753d" rel="nofollow noopener noreferrer" target="_blank">You can see a full list of the available columns here.</a>

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

- 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

<a href="http://help.noviams.com/en/articles/3325873-how-to-edit-set-of-options-custom-fields">How to Edit "Set of Options" Custom Fields</a>

<a href="http://help.noviams.com/en/articles/1280229-creating-custom-fields-in-novi">Creating Custom Fields in Novi</a>

- <a href="http://help.noviams.com/en/articles/3325873-how-to-edit-set-of-options-custom-fields">How to Edit "Set of Options" Custom Fields</a>
- <a href="http://help.noviams.com/en/articles/1280229-creating-custom-fields-in-novi">Creating Custom Fields in Novi</a>

View a report of members' custom field values for any "set of options" field type, including Areas of Expertise.

The Report

View the Set of Options Report

Components of the Report

Search

Filter

Display Columns

Exporting the Report