Hands On Learn Lab: Advanced
Reporting with eTapestry Custom
Reports
Kimberly Hammer, Product Support Lead II
Objectives
• Explain the difference between queries and reports.
• Identify the different types of reports
• Describe the ...
Query vs. Report
Query (the funnel)

Report (the output)

An advanced search engine that locates
a group of accounts or jo...
Types of Reports
1. eTapestry Standard Reports

Reports that are pre-defined in the system and cannot be edited. More adva...
Report Categories
Report categories allow you to organize your queries
Today we will all create a category with our name a...
Custom Report Components
1.
2.
3.

Name
Description
Grouping Options

4.
5.
6.

Report Options
Available Fields
Select Fie...
Custom Report Launch Screen
Section 1 – Query
• Choose the category and the query
you want to use with your report
• Have ...
Common Report Issues
•

•

Information is not displaying in some of the columns

Collapsing reports that contain columns l...
Scenario #1

We want to create a report that pulls the following
information for all of our constituents:
• Name and addre...
Scenario #2

We want to create a report that pulls the following
information about our General Fund:
• Name of the donor
•...
Summary Fields vs Aggregates
• Summary Fields always look at the entire account
o They cannot be isolated by what’s in the...
Scenario #3

We want to create a report that pulls the following
information:
• Name and address
• Lifetime giving to our ...
Scenario #4

Our couples are tracked as separate accounts,
linked together in a relationship and we want to see
the follow...
Questions?
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Advanced reporting with eTapestry custom reports - eTapestry User Group 2013

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  • The System Category contains 8 custom reports to help get you started.
  • Walk everyone through setting up a Query Category for themselves
  • Instructor Note:Read the scenario to the customers.Suggest that they take notes on the class handout as you demonstratethe scenario in the program.APPSHARE: Go into the program to demonstrate the scenario.
  • Instructor Note:Readthe practice to the customers and tell them how long they have to complete it.Set expectations about how customers should indicate that they are finished and how they can ask questions.If necessary, review the practice after customers are finished.
  • Instructor Note:Read the scenario to the customers.Suggest that they take notes on the class handout as you demonstratethe scenario in the program.APPSHARE: Go into the program to demonstrate the scenario.
  • Instructor Note:Readthe practice to the customers and tell them how long they have to complete it.Set expectations about how customers should indicate that they are finished and how they can ask questions.If necessary, review the practice after customers are finished.
  • Advanced reporting with eTapestry custom reports - eTapestry User Group 2013

    1. 1. Hands On Learn Lab: Advanced Reporting with eTapestry Custom Reports Kimberly Hammer, Product Support Lead II
    2. 2. Objectives • Explain the difference between queries and reports. • Identify the different types of reports • Describe the components of a custom report • Discuss common report issues • Create custom reports using Summary Fields and Aggregates • Create relationship reports
    3. 3. Query vs. Report Query (the funnel) Report (the output) An advanced search engine that locates a group of accounts or journal entries, based on criteria that those entries share. A tool used to allow you to select the fields you want to display or use about the account or journal entries in a query Fixed preview Customizable Must be ran through a report to export results Must be ran with a query The “who” The “what”
    4. 4. Types of Reports 1. eTapestry Standard Reports Reports that are pre-defined in the system and cannot be edited. More advanced functionality than custom reports. 2. eTapestry Benchmark Reports • Benchmark reports compare your organization's data against the benchmark data that eTapestry compiles from participating customers. 3. Custom Reports • When you need data from eTapestry that is not available on a standard report, or you need additional data in a specific format, you can use custom reports. • Custom reports allow you to extract information you track in eTapestry in the order that you need. 4. Custom Relationship Reports • Relationship reports allow you to create reports that contain information about both sides of a relationship, along with data stored on the relationship itself. •
    5. 5. Report Categories Report categories allow you to organize your queries Today we will all create a category with our name as the title 1. Click Reports 2. Under the Tasks menu, click New Category 3. In the Name field, enter your name 4. Mark the checkbox next to Private 5. Click Save Category
    6. 6. Custom Report Components 1. 2. 3. Name Description Grouping Options 4. 5. 6. Report Options Available Fields Select Fields (columns in the report)
    7. 7. Custom Report Launch Screen Section 1 – Query • Choose the category and the query you want to use with your report • Have the system remember this query Section 2 – Export As • Decide which Persona(s) you want to pull Section 3 – Delivery Options • Choose a report format and how you want to receive it • Set the email options if applicable • Run the report or schedule it for later
    8. 8. Common Report Issues • • Information is not displaying in some of the columns Collapsing reports that contain columns like Date, Fund, Campaign, etc. • Sorting a report by Last Name • Visibility • Renaming report columns
    9. 9. Scenario #1 We want to create a report that pulls the following information for all of our constituents: • Name and address information • Giving information for 2011, 2012, and 2013 • Date and amount of their last donation
    10. 10. Scenario #2 We want to create a report that pulls the following information about our General Fund: • Name of the donor • Amount donated to the General Fund in 2011, 2012, and 2013 • Lifetime giving total to the General Fund
    11. 11. Summary Fields vs Aggregates • Summary Fields always look at the entire account o They cannot be isolated by what’s in the query results • Aggregates only look at what’s in the query results o Make sure the data return type is set properly on your query
    12. 12. Scenario #3 We want to create a report that pulls the following information: • Name and address • Lifetime giving to our organization • Lifetime giving to our New Building Campaign • First donation amount and date to the New Building Campaign
    13. 13. Scenario #4 Our couples are tracked as separate accounts, linked together in a relationship and we want to see the following information: • Husband’s name • Wife’s name • Address information • Year to date giving total
    14. 14. Questions?
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