Reports Beta is the eventual successor to the Reports Page.  It can be accessed by going to the Reports page and pressing the 'Reports Beta' button in the upper right.


TABLE OF CONTENTS


Overview of Reports

 

Event Groups

This report contains information about your event groups.  It shows the name of each event group, its ancestors (location within the hierarchy), as well as whether or not it is set to 'show as filter in schedule'.



Event Registrations

This report lists detailed event and registration information for events occurring in a specific date range as well as the users who are registered for those events.


The report defaults to displaying the current month, but can be modified by clicking the blue 'Date Range' pill.




By default the report contains:

  • Event Start and End
  • Duration
  • Name of the Event
  • The Event Group
  • Name of the Volunteer
  • Username
  • User Group Lineage (any value other than 'All Users' denotes a reservation)
  • Slots Reserved for User Group
  • Number of Slots Used
  • Percentage of Slots Used
  • User's Hours


Additional information available from the Column Chooser:

  • Registration Time
  • Check-In Time
  • Check-Out Time
  • Waiver Information
  • Point Value (if applicable)
  • Location
  • Event Slot Limit
  • User UID
  • Event Group
  • User Group
  • Email Address
  • User's Address Information
  • Phone Numbers
  • Birthday
  • Age
  • Gender
  • SMS Opt-In Status
  • Emergency Contact Information
  • Profile Photo Information
  • Is Adult Status
  • Pronouns
  • Event Start/End Date Only
  • Event Start/End Time Only
  • Email Opt-In Statuses
  • Event UID
  • All other custom User Form Fields


Events

This report contains information about your events occurring in a specific date range.  


The report defaults to displaying the current month, but can be modified by clicking the blue 'Date Range' pill.



By default the report contains:

  • Event Start and End
  • Duration
  • Name of the Event
  • The Event Group
  • Location of the Event
  • Event Slot Limit


Additional information available from the Column Chooser:

  • Admin Notes
  • Raiser's Edge Job (if applicable)
  • Point Value (if applicable)
  • Event Contact
  • Waiver Information
  • Donation Page (if applicable)
  • Minimum Age
  • Event UID
  • Event Start/End Date Only
  • Event Start/End Time Only


User Groups

This report contains information about your user groups.  It shows the name of each user group, its ancestors (location within the hierarchy), which membership control the user group is set to, as well as both administrative and public descriptions.



Additional information available from the Column Chooser:

  • Join Code
  • Import/Export Key
  • Allow new users to join via Kiosk Status
  • Created Date
  • Raiser's Edge Information (if applicable) 


Users

This report contains information about users.  



By default the report contains:

  • Username
  • Newsletter Opt-In Status
  • First, Middle, and Last Name
  • Email address
  • Address
  • Phone Numbers
  • Birthday
  • Age
  • Is Adult User Form Question
  • User is an Adult
  • Gender
  • Profile Photo Information
  • Pronouns


Additional information available from the Column Chooser:

  • Account Creation Date
  • Last Login Date
  • Last Update Date
  • Name Prefix
  • Additional Address Information
  • SMS Opt-In Status
  • Emergency Contact Information
  • Next Birthday
  • Event Count
  • Hours Count
  • Last Activity
  • All other custom User Form fields


Customizing Reports

Columns

Each report contains  a series of stock columns most relevant to the purpose of the report, however additional columns may be added and the stock columns may be removed.


Re-Ordering Columns:

Click and drag a column to the left or right to change its placement within the report.


Adding Columns:

  1. Click the 'Column Chooser' button in the upper right
  2. From the Column Chooser, click and drag your choice to the location within the report you'd like that column to reside
The 'Search' box at the top allows for quickly locating a desired column.


Removing Columns:

With the Column Chooser open, click and drag a column out of the report and drop it into the Column Chooser.


Grouping by a Column:

Some reports (e.g. Event Registrations) contain an area at the top of the spreadsheet to drag and drop a column to then sort the report by that column data.  This also adds subtotals to the report for data such as slots used and hours.


This example shows grouping the Event Registrations report by Event Group

Drag and drop a column


The report now groups the data by that column and displays totals



Filtering Data

Many columns within reports allow for filtering the data displayed within it.


Searching:

To display only a specific value within the column, click within the search area under the column header and type the value.

Point at the magnifying glass to display additional search options.

Filtering:

Click the funnel icon next to the column header to display the filtering options.

Selecting a Date:

If the column displays a date, an additional calendar icon is present to select a specific date.


Downloading Reports

To download a report as a .xlsx file, click the XLSX icon in the toolbar.

Saving Custom Reports

To save a customized report: 

  1. Press the blue 'Save As' button in the upper right
  2. Name the report and press 'Save'

Saved reports display within the 'My Reports' section of the Reports page, and are only available to that user.


Saved reports set to a built-in date range (e.g. Last Week), will adjust the data displayed within the report as time progresses.


Once within a custom report, any changes made result in the options to 'Save' or 'Save As'.  Press 'Save' to overwrite your existing custom report.  Press 'Save As' to save a new custom report.

To delete a custom report, click the ellipsis button for that report and choose 'Delete'.