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Creating a Custom Report

To do an advanced search and/or create a custom report, click on "advanced search" at the top of the left-hand side website navigation.

Advanced Search Navigation

It will take you to the "advanced search" page. It looks like this.

Advanced Search

You can now search for contacts based on any combination of Karani data fields, and save searches to return to them later.

You can search using a contact's status, tags, group, city, state, zip, country and phone.

For example, here's how you would create a custom report of contacts living in Colorado who are alumni.

First, where it currently says "Any Contact Field" you would change that to "Contact State"

Contact State

Next, where it says "please select" you would change that to "Colorado" using the dropdown box.


Choosing Colorado as part of the search is done. Now it's time to add "alumni" as the second search term.

Click the "+" sign to the right of "Colorado" to add another search field. Once you add another search term, it will look like this:

New Search

Click on the dropdown box where it says "Any Contact Field" and change it to "Contact Group."

Search Contact Group

After that, where it says "please select" you would change that to "Alumni" using the dropdown box.

Search Alumni

This assumes you've created a group in Karani named "Alumni."

You've set up "Colorado" and "Alumni" as search terms to help narrow down alumni who live in Colorado.

Now, click search. A list of results will pop that looks like this:

Search Results

You can save the search/custom report by clicking "Save" in the top-right hand corner and typing in a name for your custom report. This will save the report in the Karani reports section so you can access it at anytime in the future.