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Reports 2

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Learn more about creating custom and advanced reports in Salsa.

Learn more about creating custom and advanced reports in Salsa.

Published in: Technology, Business

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Transcript

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