Intro to custom reports

CUSTOM REPORTS

FUSE 2014

Chelsea BassettMarketing

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

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

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• Entity Relationship Diagram (ERD)

Step 1: Properties

Example: Donors

Example: Overload

Select the data you want to return.

• Grouping• Functions• Order• Default field names• No axis change, sorry!

Step 2: Columns

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: Sorting and Filtering

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: [email protected]

Twitter: @salsalabsops

THANK YOU!