Rock U - Reporting - Reporting - Dynamic Report Block

Transcribed Video Content

Okay. So let's look at a block that you can put on a page that's really powerful and can actually save you from making lots of different reports. Now we don't ship with this block actually on a page because it's very dependent upon your use case. But knowing about it and knowing how to use it will actually save you from making a lot of different reports. Okay. So let's look at it. It's called the dynamic report block and basically what it what it does is you put it on a page and you point it at a report that you've generated. Now when you put it on that page it's gonna go back and look at the the various, filters on the defined on the data view, that backs up that report. And it's gonna allow you to actually change some of those filters in real time. So if we kind of look at it conceptually, that block is this green, box. And so by change setting the block setting to look at a specific report, it's gonna go back behind the scenes and it's gonna look at the data view that backs that report and allow you to actually change some of the filters in real time, based on the user's input. Okay. So let's look at this, in real use. So okay. This is the same exact block that we're looking at in the screenshot. This, block is basically looking at the adult members and attendees, report. Okay. So at the top, can actually filter off record status being active or inactive or, , maybe I don't want attendees, I just want members. I can go ahead and filter that too. And it allows the user to dynamically in real time change some of these filters. Now, if you weren't able to do this, would really have to go create reports for every single one of these, use cases. So if you wanted members, have to make report, attendees, you have to make report, and sometimes that's just kinda tedious. So, instead, you can actually operate on these, filters in real time. So let's look at the block settings so we can get a better appreciation with for what's going on. Okay. So the first thing we do is we can give it a title that would show up in the top of the block over here. So we have it saying results. And we can give it a icon CSS class so that we can control what icon is there. Same thing for the filters. So we could change what it says up here in the filters and which icon is used there. But the key setting is which report should we be looking at. So we go ahead and and pick the adult members and attendees. And once we do that, then this bottom area is gonna light up and and allow us to configure it. So it's basically gone, looked at its data view for this report and says, hey, you have these filters for that data view. Which ones of these do you want me to be able to, show as, options? So our options here are the show it as a filter. So basically show it out out onto the page. Configurable means allow them to actually change it, not just see it but change it. And the, toggle filter says, hey, allow the user to actually disable this filter in in totally. So I don't even want to use this filter. If I just leave these first two, I can see it and I can change it, but I can't completely turn it off. So what you'll generally do is you'll come in here and just check these first two boxes just for the filters that you want them to interact with. So for example, we didn't, allow them to actually, look at children and it's always gonna be adults. We've, basically said, hey, you can't change that. And you also can't change the fact that you, can, optionally show or hide deceased people. We want that to always be the case. But we will allow them to change these top two filters. So by playing with this, you can basically create these really rich, reporting, blocks very easily, no code. Just create a page, drop the block in these few settings and you're off to the races. Now, there is a slight limitation to this. If your report is a uses a data view that in turn looks at another data view, so it's based on another data view, you can only set the filters based on the top level data view. Okay? So if your data view is sits on top of another one, you can't actually control the filtration of that second that that bottom level of of data view. You have to only be you can only change the filters on the top. That might adjust how you define these data views. So in this case, you might try to recreate some of this logic up in here. That's a limitation at some point we hope to try to program around but for now, we find that actually isn't that limiting. So knowing about this block and how to use it can literally save you from creating dozens if not hundreds of reports over, the years. And, it'll give your users a very easy way of changing some of those filters and getting exactly what they need.