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Custom Reports: Using database queries on the GovernorHub Admin site
Custom Reports: Using database queries on the GovernorHub Admin site

How to create custom reports to search our database for governor or governing board info based on chosen filters.

Hannah Goode avatar
Written by Hannah Goode
Updated over a week ago

Searching for governor information

To create a custom search for governor information based on specific filters, click on Query Governors under Database Queries in the left-hand menu. 

There are three types of filters: governor filters, governing board filters and tag filters. 

Use the drop-down menus and check boxes to set as many filters as you want. Some filters (such as tag filters) allow for multiple options to be selected. 

Once you've chosen your filters, click the Run Query button.

The results are displayed in a table below the filters. 

Use the ↓ Spreadsheet link above the results to export them as an Excel file, the ↓ Address labels link to export the results as a Word document formatted into address labels or the ↓ Addresses as CSV to export the results as a CSV file of addresses.

By default, the results are listed alphabetically by governor name, but you can click on any of the other column headings (Email, Board, Term of Office Start/End, etc) to reorder the results. 

In the results on the page, you can click on one of the governor's names to see more information, including their contact details and details of the board they are on. 

You can also search through the results to narrow them down further.

Note: the Download as spreadsheet link will always export the full results of the query, even when a search has been applied.

Searching for governing boards and other accounts

To search for governing boards and other groups or accounts, click on Query Governing Boards under Database Queries in the left-hand menu. 

There are two types of filters: governing board filters and tag filters. 

Use the drop-down menus or check boxes to set as many filters as you want. Some filters (such as tag filters) allow for multiple options to be selected. 

Once you've chosen your filters, click the Run Query button.

The results are displayed in a table below the filters. 

Use the ↓ Spreadsheet link to export the results as an Excel file, or the ↓ Vacancies link to download a report showing the vacancies for all the boards. 

By default, the results are listed alphabetically by governing board name, but you can click on any of the other column headings (Group Type, Clerk, Chair, etc) to reorder the results. 

In the results on the page, you can click on one of the results to see more information for the board or account.

You can also search through the results to narrow them down further.

Note: the Download as spreadsheet link will always export the full results of the query, even when a search has been applied.

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