Intro to Custom Reports Handout - FUSE 2014
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Intro to Custom Reports Handout - FUSE 2014

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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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Intro to Custom Reports Handout - FUSE 2014 Intro to Custom Reports Handout - FUSE 2014 Document Transcript

  • 1700 Connecticut Ave NW Washington DC 20009 ______________________________________________________________________________________________________ _________________________________________________________________________________________________ Phone: 866.796.8345 | Fax: 202.318.2402 | www.SalsaLabs.com | www.facebook.com/SalsaLabs Questions? Email training@salsalabs.com or support@salsalabs.com or call 866-796-8345 Custom Reports The Basics: 1. When selecting the properties of your report, make sure that you know where your data is stored. An aggregate report will give you the most options for your column functions. 2. Select your specific fields and functions through the columns tab. Checking the group by option will affect what rows are returned. For example, grouping by supporter key will result in one row per supporter record. 3. Conditions narrow what data will be returned. Filters narrow what you see based on your conditions. Reminders: 1. Know what you’re looking for before you start. List the details that you need, and think about how you’re going to use the results. 2. If you only need supporter data, a query might do the trick. If you need donation amounts or action details in your results, you’ll want to look for a report. 3. Check out Salsa’s built-in reports; even if it’s not perfect, you might find one that you can customize to get what you’re looking for. 4. Do you expect to see a count, but see a strange number and link instead? Check your function and make sure your field label under the columns tab has been edited to something other than “_KEY”. If you forget everything else you heard today, at least remember this: You won’t break anything! Practice is particularly helpful with building reports, and please don’t hesitate to ask Salsa’s team for help. Related Salsa Resources: Useful tables: http://bit.ly/1n86epM Partial data diagram: http://bit.ly/1qO1P37 Full reports documentation: http://bit.ly/1qO1Iom