Rock U - Reporting - Reports - Reports

Transcribed Video Content

Okay. So we've spent a lot of time looking at data views. Let's look at reports now. So let's flip over and take a look at that right inside the product. So to get to reports, it's under tools, reports. And I'm gonna go ahead and open up a sample one here called adult members and attendees. So this is actually showing me the results of the report. I can see that right here. And, if I want to, I can quickly, quickly jump over to the data view that backs up this report. Let's go ahead and edit this report. Okay. So the first thing we're gonna, see is we needed to put a name and a description. Again, those are always helpful. The your future yourself will appreciate that. The category is where it shows up over here on this hierarchy. But the first real setting that you need to specify is what entity are we reporting on. And once you pick that, it'll bring in a list of data views that you can pick from to be the rows for your report. Okay? Now, if you choose to, you can limit how many rows it'll pull back. Most of time you want all of them, but in if there's a need to limit that, you can. And over here on the excuse me, on the right, you can change the sorting of the results that come back. Now, the next step is to add the rows to your report. Again, reports are the rows, data views are the filters, I'm sorry. Reports, are the columns and data views are the rows. So we're adding here the columns to your report. So we've added name And and note that each one of these the filters have a lot of settings. Okay? So name isn't just name, it's do you wanna do last name first name, first name last name, do you want the name to be a link to the person profile page? So there's a lot of settings here. And another setting that's gonna be on every single one of these is what's the label at the top. So you by default, we'll put in a pretty obvious one, but you can go ahead and change that. Next, we added an email, which is just a a property that we can add on to this. And that there's a whole bunch of different things that you can add. We have common ones at the top and then we start going down into the different fields for a person. So there's a ton of those. Then we have person attributes. There's a ton of those. And then we get into some advanced ones. Now some of these advanced ones might seem again a little bit confusing why is age advanced? And it's more so because it's not a property. Again, in Rock we don't store someone's age, we store someone's birth date and age is a calculated column. So we put it down here in advanced. But you can also get to addresses. Address is another nice one that has lots of different settings. So we can choose the address type and we can choose which part of the address we want or or also choose to get the full address. So there's a lot of advanced ones down in here. Now, some of these too, are able to show things, , , giving totals, things that, you might wanna secure and make sure that everybody get to you. Now, are some, there's some discussion about how to secure your reports, later. But, for this, use case, you can, show which accounts to pull from, what's the date range. Now, the state range is also really powerful too because it's what we call a sliding date range. So we can look at the previous giving in terms of how many hours or months or years to look back from. And the cool thing is that this is always gonna be accurate. So it's always gonna pull the the year. You don't have to actually put in and keep a date range accurate for you. So look through that and you'll see a ton of different options on your field types here. Now, one of the ways that you can secure reports too is once you have it defined, you can go ahead and hit the padlock and control who can see this information. But there is a whole video on some other, tips on securing reports in general within Rock. So let's flip back over and look at, some of the fields for a person. So we looked at a lot of these, in our real quick walkthrough. Note that there are a couple of special ones this Lava one is kind of nice. So Lava enables allows you to, have access to any of the columns that you've defined, you can kind of customize that. And so we'll look at that a little bit later too. Now again, just keep in mind that when we do reports, they're data views. They're not limited to a single entity. So you can have data views for any entity. So again, for groups, there's a lot of custom, fields that you can put on here. You have access to attributes, to locations, to member accounts, participation rates. There's a lot of custom ones that you should look at. And a lot of times I'd look at these, , as soon as possible so what's capable what's capable of. So as you get requirements in, whether that's doable or not. Now as an example of that lava, when you do the lava field, you can only use the fields that are actually columns that you've put onto your report. So you don't have full lava support, you can't go out and inquiry for more data. And we do that really from a performance perspective. If we were doing that on every single row in your report, it would actually make your report just kind of grind to a halt. So you do have access to all the fields that are on your report. It allows you to do some cool things this. So basically, we're just saying, hey, the baptism date is not null, put a check mark there instead of the baptism date, which allows your report to look a little bit nicer. Some other, things to keep in mind too is if you, show on a grid, there's a a setting on the field for show on it on grid, it'll show up when we put it into the user interface. You might be wondering why would I ever have a field that I wouldn't want to show on the grid. Well, you could disable that and maybe that's a field that you want to be shown when you export to Excel but not necessarily shown on the grid. So that gives you the capability to kind of add additional fields so that they'll be there in Excel. You don't want to add too many fields because the more you add it does have a performance hit on your report, but go ahead and add the ones that you feel are most important. So that's reports at a high level in Rock.