If this is your first time building a report, congratulations!  You might want to start with the article "Understanding the Report Builder" before you begin, to get a grasp of how data is organized within the system.  It will help you navigate the report builder with ease.  

On to business...to create a new report in VerticalChange, begin by clicking on the Reports link on the left navigation menu.  Then, it will bring up a list of reports that you or someone else in your agency have saved.  You can select the report you want from that list, or you can  +add new report.  Click the green +add new report to get started with your report.

On the left hand side of the pane, you will see a variety of options to help you query the data you need.  You can drill down into each section by clicking on the + symbol next to each category.  This will bring up all the fields in the forms associated with each category. 

First decide at what level you want to query data: People, Group, or Programs.  Each level includes data from the level above, but excludes data from the level beneath it.  For example:  If you query "people" data, you are at the most basic unit of data in Vertical Change.  You will see all the data associated with each person, and you can pull in data from the groups they're associated with (the next level up).  BUT, if you query "group" data, you will only see data associated with groups and their associated programs.  You will not see all individual data of those inside of the group.  

Now select the first type of form (contact, activities, assessments) you want to pull into the report builder.  

*TIP!!  In most cases, you want to first select the UID, First, Last names of all clients before querying any Activity or Assessment data.  You can find these fields in "Person>Basic Fields"

Once you select a category, you will see a list of forms that are associated with that category. Select the form your want to include in your report.

Once you have selected a form, you will see a list of fields in that form. Select a field to include in the report.

Data from the selected fields will appear in the center of the screen in a table view.

As you select more fields, more columns will be added to the table, one for each field selected.

The data for a single contact will appear in each row.

Continue to add fields to the report. You can add fields from the contact forms, activities, or assessments.