Rock U - Reporting - Other Reporting Options

Transcribed Video Content

Sometimes data views and reports don't quite match the question that you're asking. Now using things Lava and SQL in the dynamic data block, you can get really specific answers. So we'll step through each option and when you should use one for reporting. So let's cover other reporting options. Here we can see first data views and reports, which are simple ways to report and they're really flexible. They're a way you'll often use in Rock to report. But if you've already gotten past using a report, maybe you're trying to get some more complex data and you wanna output it in a certain way using a grid or Lava, but you don't want to do straight up code HTML and CSS and using SQL and Lava, you can use dynamic data to run SQL or a stored procedure query, and then you can format that as a grid or a Lava template. So it's a nice in between way to get info, but get it in a structured way. Now, if you wanna get really complex about reporting, you can use SQL and Lava and you can shape exactly what you need. So you could simply use an HTML block, for example, a SQL query to get back whatever data you need, then use Lava and HTML to output it in whatever format you want, though that is a more complex way to approach it. On the other side, we have some simple blocks that make reporting easier, and you don't even need to worry about something creating a report. They're super simple. Attendance analytics give you patterns by person, group, or schedule. With most of these blocks, by the way, you can also filter by a data view. So there's so many ways to get back just the info you need. Then there's giving analytics, which show giving trends by the funds, date range, campus. You can pick people, look into how they've given over a period of time and more. Pledge analytics is similar, but for pledges that people pledge to give to your organization, you can see analytics such as progress and how it looks for different people, then heat maps you can use for all kinds of things showing where people live plotted on a map. Knowing the full toolbox means you'll pick the right tool to get the job done. Thanks for watching this video.