Reports 2

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Learn more about creating custom and advanced reports in Salsa.

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Reports 2

  1. 1. Reports and Statistics 2 Lin Prisbrey [email_address]
  2. 2. GoToWebinar Tools:
  3. 3. Agenda <ul><li>Overview of Reports 1 webinar </li></ul><ul><li>Creating advanced reports, including: </li></ul><ul><ul><li>Why table order matters </li></ul></ul><ul><ul><li>Linking Tables </li></ul></ul><ul><li>Walkthrough creation of an “Actions by Group” report </li></ul>
  4. 4. Reports 1 Overview <ul><li>Accessing built-in reports. </li></ul>
  5. 5. Reports 1 Overview <ul><li>Cloning and editing existing reports. </li></ul>
  6. 6. Reports 1 Overview <ul><li>Adding columns / viewed data. </li></ul>
  7. 7. Reports 1 Overview <ul><li>Adding Conditions / Limiting Data. </li></ul>
  8. 8. Reports 1 Overview <ul><li>Exporting Reports. </li></ul>
  9. 9. Creating Advanced Reports <ul><li>Sometimes, the “classic object chooser” is not sophisticated enough to meet your needs. </li></ul>
  10. 10. Advanced Object Chooser <ul><li>Gives the ability to choose which tables (“objects”) are included in your report and in what order. </li></ul>
  11. 11. Why Order Matters A few example tables to work with:
  12. 12. Why Order Matters “Give me a list of all supporters and, if they’ve donated, their donations.”
  13. 13. Why Order Matters “Give me a list of all supporters who have donated and their donation info.”
  14. 14. Ordering more than two tables… <ul><li>Very important: when you are ordering more than two tables, if a supporter is missing data in any table prior to the last table, they will NOT be displayed in the final report. </li></ul>
  15. 15. Think of it like this…
  16. 16. Linking Tables <ul><li>There’s an “groups” table, that has information about specific groups. </li></ul><ul><li>There’s a “supporter” table, that has information about the supporters. </li></ul><ul><li>And there’s also a “supporter_groups” table, that links the two. </li></ul>
  17. 17. Linking Tables
  18. 18. Some examples… <ul><li>“ Give me all donations made by supporters.” </li></ul><ul><ul><li>Donation > Supporter </li></ul></ul><ul><li>“ Give me all donations made by supporters and custom fields.” </li></ul><ul><ul><li>Donation > Supporter > Supporter_Custom </li></ul></ul><ul><li>“ Give me all donations made by supporters in group X.” </li></ul><ul><ul><li>Donation > Supporter > Supporter_Group </li></ul></ul><ul><li>“ Give me all supporters from group X who took action Y.” </li></ul><ul><ul><li>Supporter_Action > Supporter > Supporter_Group </li></ul></ul><ul><ul><li>b) Supporter_Group > Supporter > Supporter_Action </li></ul></ul>
  19. 19. Reports Resources <ul><li>Learn more on SalsaCommons.org: http://salsacommons.org/o/8001/p/salsa/web/wiki/public/?reference=Building%20Custom%20Reports </li></ul><ul><li>If you get stuck, email us at </li></ul><ul><li>[email_address] </li></ul><ul><li>and we’ll be happy to help. </li></ul>

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