Intro to custom reports
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Transcript of 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!