Custom

Create and use custom reports

Build, save, and share custom reports in Campium, including filters, display fields, access settings, exports, labels, email, profile sheets, and batch edits.

What custom reports do

Custom reports let you search and slice your Campium data in exactly the way you need, then reuse that setup anytime. You choose who appears, which fields you see, and how you share or export the results.

Common ways admins use custom reports:

Find families in a specific program, grade, or session.
Build call lists, mailing labels, or email lists.
Review registrations or profiles updated in a recent time frame.

You can return to your saved reports at any time, adjust filters or columns, and quickly refresh the results.

Start with a narrow question such as "Which campers are in Session A and have a remaining balance?" and build a report just for that. You can always add more filters or fields later.

Open custom reports

Access Custom Reports from your Campium admin navigation.

Go to the Reports section.
Choose All Custom Reports to see your saved reports, or New Custom Report to start a new one.
You can also access the page directly at /report/report.php when signed in to your admin account.

The All Custom Reports page lists existing reports and quick actions like New Report and New Category.

Create a new custom report

Use a new custom report when you need a view you do not see in the standard reports.

Start a new report

Go to Reports → All Custom Reports.
Select New Custom Report or New Report.

Name your report

Enter a clear Report Name so you and your team can recognize it later, for example, "Campers – Session A with balance".
(Optional) Choose a Category so you can find it easily in the list view.

Choose access: Everyone vs Just Me

Select Everyone to make the report visible to all admins who can access reports.
Select Just Me to keep the report private to your own login.

Create the empty report

Click Create Report.
Campium opens the report builder where you add filters, choose display fields, and save.

Use Just Me while you experiment with a new report. Once you are confident it returns the right rows, edit it to Everyone so your team can use the same view.

Add filters to control which records appear

Filters define who appears in the report. You can add one filter or many, depending on how specific you want to be.

Add and combine filters

Add your first filter

In the report builder, select Add Another Filter.
Choose the field you want to filter by, such as Session, Balance, Status, or another data field.
Pick an operator such as is, contains any, is not, and so on.
Enter or choose the value (for example, a specific session name or status).

Add more filters to narrow results

Use Add Another Filter again to stack additional conditions.
Combine filters to answer specific questions, such as "Status is Active" and "Balance is not 0".

As you change filters, the report updates and shows how many records match.

Filter operators explained

When you choose a filter, you also choose an operator. These control how Campium compares your records to the value you enter.

is
Use this when you want an exact match.
Example: Status is Active returns only rows where the status equals “Active”.
contains any
Use this when the field can hold multiple values and you want records that match at least one of your selected values.
Example: Session contains any Session A, Session B shows campers in Session A, Session B, or both.
contains all
Use this when the field can hold multiple values and you only want records that match every value you select.
Example: Session contains all Session A, Session B shows only campers enrolled in both sessions.
is not
Use this to exclude a specific value.
Example: Status is not Cancelled returns all records except those marked Cancelled.
is null
Use this to find records where a field is blank or missing a value.
Example: Medical form is null finds campers with no medical form on file.
is not null
Use this to find records where a field has any value at all (not blank).
Example: Emergency contact is not null returns everyone with at least one emergency contact entered.

If you are ever unsure which operator to use, try is for simple single-value fields (like Status) and contains any for fields where people can have more than one selection (like sessions or tags).

Choose display fields (which columns you see)

Display fields control what information shows as columns in your report results.

Open the display fields chooser

In the report builder, select Choose Display Fields.
A list of available fields appears.

Add the columns you need

Select the fields you want to see for each record, such as Name, Email, Phone, Session, Balance, or other details.
Keep only the columns that matter for your question to make the report easier to read.

Set the column order

Adjust the order of selected fields so the most important details appear on the left.
Confirm your changes to return to the report view.

Your report now combines the filters you set with the display fields you chose to give you a focused view.

Save your custom report

Saving your report locks in the filters and display fields so you can reuse them.

Save with a clear name and category

Select Save Report in the report builder.
Confirm or update the Report Name.
(Optional) Assign or change the Category so similar reports group together.

Set who can access the report

Choose whether the report is shared with Everyone or limited to Just Me.
(Optional) Use Allow Access For Specific Roles to pick role groups that should see the report. This will be display a read only link to the report on the dashboard for these Roles.
(Optional) Use Allow Access For Specific Staff to choose individual staff users. This will be display a read only link to the report on the dashboard for these Staff users.

Use Just Me while you experiment with a new report. When you are ready to share, you can keep Everyone access and still highlight the report for specific roles or staff so they see a read-only link on their dashboard.

Run the report and review matches

After you configure filters and display fields, the report view shows your results as a table.

Look for the record count near the top of the results, shown as X matches.
This tells you how many rows meet all of your filter conditions.
Scan the columns to confirm the fields look correct and the records are what you expect.
Adjust filters or display fields if the matches are too broad or too narrow, then save again.

If the number of matches is unexpectedly high or low, review your operators. For example, contains any will usually return more records than contains all.

Once you are happy with your matches and columns, use the export and sharing tools built into the report results.

Export options

The results grid supports several export formats:

Copy – Copies the visible results to your clipboard to paste into email, chat, or a document.
CSV – Downloads a comma-separated file, useful for spreadsheets or importing into other systems.
Excel – Creates a ready-to-open spreadsheet for Excel users.
PDF – Produces a printable or shareable PDF snapshot of the report.
Print – Sends the current view directly to your printer dialog.

Choose the export option that best fits how you plan to work with or share the data.

Labels, email, and profile sheets

In addition to standard exports, report results connect directly to communication and printing tools:

Labels – Generate mailing labels for the records in your report (for example, for families in a specific session).
Email – Start a mass email to the people included in your results.
Create Profile Sheets – Produce profile sheets for each matching record, using your configured profile layout.

These actions always use the current report matches, so your filters control exactly who receives an email or appears on a label or profile sheet.

Batch edit selected rows

Batch Edit lets you update a field for many records at once, based on the rows you select in your report.

Select the rows to change

In the results table, use the checkboxes to select one or more rows.
Confirm that the matches count and your selections reflect exactly who you intend to change.

Launch Batch Edit

With rows selected, use the Batch Edit action.
Choose which field you want to update (for example, a tag, status, or other editable field).

Apply the change

Set the new value you want to apply to all selected records.
Review the summary of how many records will change.
Confirm to apply the update.

Batch edits update many records at once. If you are testing a new report, start with a small selection and confirm the results before applying a larger change.

Organize and find your custom reports

The All Custom Reports page helps you manage your saved reports so your team can find the right one quickly.

Use categories and list columns:

Report Name – The title you gave the report. Use descriptive names that describe the audience and purpose.
Category – A folder-like label (for example, “Registration”, “Finance”, “Communications”) to group related reports.
Created By – Shows which admin originally created the report, useful when you have questions about how it is built.
Created Date – The date the report was first created.
Last Accessed – The most recent time anyone opened the report; high-traffic reports are likely team favorites.

Over time, review reports that are rarely used or have an old Last Accessed date. You can retire or rename them to keep your reports list clean and easier to navigate.

Next steps

Once you have a few custom reports in place, consider:

Creating shared “home base” reports for key teams, such as registration, finance, or communications.
Duplicating a useful report and adjusting the filters slightly, rather than starting from scratch.
Reviewing who has access to high-impact reports to ensure the right admins see them.

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