Connection Card Pro Help & Documentation



Report Builder

Understanding and using Connection Card Pro's Report Builder to generate repeatable custom reports using a multitude of data sources and fields.
Basics / Getting Started

Getting Started with Report Builder and learning the basics.
Layout & Spreadsheet Editing Basics

Report Editor layout, tools, and how to use the user interface.
Data Points, Field Data, and Tokens

Inserting data points, field data, special tokens, and other generated data into reports.
Base Data & Repeat Sections

How to structure reports and use Repeat Sections and Base Data Sources.
Filters & Sorting

How to add filters to limit data and sort data when presented in reports.
Dates

Filtering and sorting reports by dates, generating date-centric reports.
Formulas

Added formulas and equations to Report Builder reports for automated calculations.
Common Problems / FAQs

Troubleshooting common issues and frequently asked questions.
Tutorials

Report Builder Tutorials and simple recipes to build meaningful reports.
Help Videos and Tutorials