Hands On Learn Lab: Advanced Reporting with eTapestry Custom ReportsKimberly Hammer, Product Support Lead II

Objectives

• Explain the difference between queries and reports. • Identify the different types of reports• Describe the components of a custom report• Discuss common report issues • Create custom reports using Summary Fields and

Aggregates• Create relationship reports

Query vs. ReportQuery (the funnel) Report (the output)

An advanced search engine that locates a group of accounts or journal entries, based on criteria that those entries share.

A tool used to allow you to select the fields you want to display or use about the account or journal entries in a query

Fixed preview Customizable

Must be ran through a report to export results

Must be ran with a query

The “who” The “what”

1. eTapestry Standard Reports• Reports that are pre-defined in the system and cannot be edited. More advanced

functionality than custom reports.2. eTapestry Benchmark Reports

• Benchmark reports compare your organization's data against the benchmark data that eTapestry compiles from participating customers.

3. Custom Reports• When you need data from eTapestry that is not available on a standard report, or

you need additional data in a specific format, you can use custom reports. • Custom reports allow you to extract information you track in eTapestry in the order

that you need.4. Custom Relationship Reports

• Relationship reports allow you to create reports that contain information about both sides of a relationship, along with data stored on the relationship itself.

Types of Reports

Report categories allow you to organize your queries

Today we will all create a category with our name as the title

1. Click Reports2. Under the Tasks menu, click New Category3. In the Name field, enter your name4. Mark the checkbox next to Private

5. Click Save Category

Report Categories

Custom Report Components1. Name

2. Description

3. Grouping Options

4. Report Options

5. Available Fields

6. Select Fields (columns in the report)

Custom Report Launch ScreenSection 1 – Query

• Choose the category and the query you want to use with your report

• Have the system remember this query

Section 2 – Export As• Decide which Persona(s) you want

to pull

Section 3 – Delivery Options• Choose a report format and how

you want to receive it• Set the email options if applicable• Run the report or schedule it for

later

• Information is not displaying in some of the columns

• Collapsing reports that contain columns like Date, Fund, Campaign, etc.

• Sorting a report by Last Name• Visibility• Renaming report columns

Common Report Issues

We want to create a report that pulls the following information for all of our constituents:• Name and address information• Giving information for 2011, 2012, and 2013• Date and amount of their last donation

Scenario #1

Scenario #2

We want to create a report that pulls the following information about our General Fund:• Name of the donor• Amount donated to the General Fund in 2011,

2012, and 2013• Lifetime giving total to the General Fund

Summary Fields vs Aggregates• Summary Fields always look at the entire account

o They cannot be isolated by what’s in the query results

• Aggregates only look at what’s in the query resultso Make sure the data return type is set properly on your query

We want to create a report that pulls the following information:• Name and address• Lifetime giving to our organization• Lifetime giving to our New Building Campaign• First donation amount and date to the New

Building Campaign

Scenario #3

Scenario #4

Our couples are tracked as separate accounts, linked together in a relationship and we want to see the following information:• Husband’s name• Wife’s name• Address information• Year to date giving total

Questions?