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CUSTOM REPORTS
FUSE 2014
Chelsea Bassett
Marketing
By the conclusion of this training, you will:
• know when to use a report vs. a query.
• be able to clone and edit existin...
Query Builder
• Results are supporter-specific. No
donation amounts nor action details
can be exported.
• Best used for em...
Built-in Reports:
Accessing Custom Reports
Built-in Reports:
Accessing Custom Reports
Custom Reports:
Accessing Custom Reports
What?!
Relational databases
MySQL
Table selection
Columns
Conditions
Filters
Identify what data you’ll need for your report.
• Name
• Standard vs. Aggregate
• Classic vs. Advanced
• Useful tables
• E...
Example: Donors
Example: Overload
Select the data you want to return.
• Grouping
• Functions
• Order
• Default field names
• No axis change, sorry!
Step 2: ...
Specify what data you need.
• And vs. Or conditions
• Operators
• User variables
• Watch for field names
Step 3: Conditions
Limit what you see (as opposed to what’s
returned).
• Sort by
• Filter – Limit rows
• Filter – Having
• Tag filters
Step 4...
View and use what is returned.
• Spot-check
• Long-running reports
• Troubleshooting
• Editing
Step 5: Results
What’s next?
Clone and edit
Post on dashboards
One-time export
Re-importing
Scheduled exports
CONTACT INFO
Phone: 866.796.8345
Web: www.salsalabs.com
Email: support@salsalabs.com
Twitter: @salsalabsops
THANK YOU!
Intro to custom reports
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Intro to custom reports

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Salsa has a lot of built-in reports, but if you need a report highly-specific to your situation, learn to build one from scratch! In this intermediate-level workshop, we’ll define key terms and explore the broad concepts necessary to understand the report building process.

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Transcript of "Intro to custom reports"

  1. 1. CUSTOM REPORTS FUSE 2014 Chelsea Bassett Marketing
  2. 2. By the conclusion of this training, you will: • know when to use a report vs. a query. • be able to clone and edit existing reports. • understand scheduling and export options for report results. • understand terms important to the custom report building process (filters, tables, etc.) Learning Objectives
  3. 3. Query Builder • Results are supporter-specific. No donation amounts nor action details can be exported. • Best used for email blast targeting or when you need to update supporter data. • Easier to use data results right away. Custom Reports • Can pull data from across many tables. • Best for presenting data and looking at history. • Results need to be exported and re-imported if you want to use the records for targeting. Queries vs. Reports
  4. 4. Built-in Reports: Accessing Custom Reports
  5. 5. Built-in Reports: Accessing Custom Reports
  6. 6. Custom Reports: Accessing Custom Reports
  7. 7. What?! Relational databases MySQL Table selection Columns Conditions Filters
  8. 8. Identify what data you’ll need for your report. • Name • Standard vs. Aggregate • Classic vs. Advanced • Useful tables • Entity Relationship Diagram (ERD) Step 1: Properties
  9. 9. Example: Donors
  10. 10. Example: Overload
  11. 11. Select the data you want to return. • Grouping • Functions • Order • Default field names • No axis change, sorry! Step 2: Columns
  12. 12. Specify what data you need. • And vs. Or conditions • Operators • User variables • Watch for field names Step 3: Conditions
  13. 13. Limit what you see (as opposed to what’s returned). • Sort by • Filter – Limit rows • Filter – Having • Tag filters Step 4: Sorting and Filtering
  14. 14. View and use what is returned. • Spot-check • Long-running reports • Troubleshooting • Editing Step 5: Results
  15. 15. What’s next? Clone and edit Post on dashboards One-time export Re-importing Scheduled exports
  16. 16. CONTACT INFO Phone: 866.796.8345 Web: www.salsalabs.com Email: support@salsalabs.com Twitter: @salsalabsops
  17. 17. THANK YOU!
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