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The Sky is the Limit: Advanced Reporting with eTapestry

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The Sky is the Limit:Advanced Reporting with eTapestryPresented by Kimberly Hammer1AgendaExplain the difference between queries and reports. Identify the different types of reportsDescribe the components of a custom reportDiscuss common report issues Create custom reports using Summary Fields and AggregatesCreate relationship reports

2#bbconQuery vs. Report3#bbconQuery (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 queryFixed previewCustomizableMust be ran through a report to export resultsMust be ran with a queryThe whoThe whatTypes of ReportseTapestry Standard ReportsReports that are pre-defined in the system and cannot be edited. More advanced functionality than custom reports.eTapestry Benchmark ReportsBenchmark reports compare your organization's data against the benchmark data that eTapestry compiles from participating customers.Custom ReportsWhen 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.Custom Relationship ReportsRelationship reports allow you to create reports that contain information about both sides of a relationship, along with data stored on the relationship itself.

Report CategoriesReport categories allow you to organize your reports

Today we will all create a category for the reports we are going to build togetherClick ReportsUnder the Tasks menu, click New CategoryEnter a NameClick Save Category TipsUse category and report names that help you stay organizedDelete old/unused reportsUtilize the Find feature

Custom Report ComponentsNameDescriptionGrouping Options

Report OptionsAvailable FieldsSelect Fields (columns in the report)

Custom Report Launch ScreenSection 1 QueryChoose the category and the query you want to use with your reportHave the system remember this query

Section 2 Export AsDecide which Persona(s) you want to pull

Section 3 Delivery OptionsChoose a report format and how you want to receive itSet the email options if applicableRun the report or schedule it for later

Common Report IssuesInformation is not displaying in some of the columns

Collapsing reports that contain columns like Date, Fund, Campaign, etc.Sorting a report by Last NameVisibilityRenaming report columns

Lets Build Some Reports!Summary Fields vs. AggregatesSummary Fields always look at the entire accountThey cannot be isolated by whats in the query results

Aggregates only look at whats in the query resultsMake sure the data return type is set properly on your query

Scenario #1 Summary FieldsWe want to create a report that pulls the following information for all of our constituents:Name and address informationGiving information for 2011, 2012, 2013, and 2014Date and amount of their last donation

Scenario #2 AggregatesWe want to create a report that pulls the following information about our General Fund:Name of the donorAmount donated to the General Fund in 2011, 2012, 2013, and 2014Lifetime giving total to the General Fund

Scenario #3 Summary Fields & AggregatesWe want to create a report that pulls the following information:Name and addressLifetime giving to our organizationLifetime giving to our New Building CampaignFirst donation amount and date to the New Building Campaign

Scenario #4 Relationship ReportsOur couples are tracked as separate accounts, linked together in a relationship and we want to see the following information:Husbands nameWifes nameAddress informationYear to date giving total

Summary Fields always look at the entire account15#bbconReminder

Aggregates only look at whats in the query results

RecapExplained the difference between queries and reports. Identified the different types of reportsDescribed the components of a custom reportDiscussed common report issues Created custom reports using Summary Fields and AggregatesCreated relationship reports

16#bbconAnswers!Scenario #1 StepsClick Reports Click on the category that you want to store this report in (example: System)Under the Tasks menu, click New ReportName the report Giving information YTD and the last three yearsLeave the Group Report By set to (Do Not Group)Choose Sets from the available fields and click on Name and AddressChoose Summary Fields from the available fields and click on the following fields:Three Year Ago Received Amount, Two Year Ago Received Amount, One Year Ago Received Amount, Year To Date Received Total, Last Received Date, and Last Received AmountIf youd like, arrange the columns into order by clicking on the middle of the field column and dragging up or downYou can also edit the names of the columnsFor example: change Three Year Ago Received Amount to 2011Click Save and Run under the Tasks MenuAt the top of the launch page select Base as the category and All Constituents as the queryAt the bottom of the page choose the Delivery Option Display Results to Screen, Email the Export file, or Download the Export File Click Submit

Scenario #2 StepsClick Reports Click on the category that you want to store this report in (example: System)Under the Tasks menu, click New ReportName the report Giving information Lifetime, YTD, and the last two years for a specific Fund/Campaign/ApproachSet the Group Report By set to AccountThen in the drop-down menu that appears, select Collapse GroupsChoose Commonly Used Fields from the available fields and click on the following fields:NameReceived (add this column 5 times)Click on the + icon to the left of the first Received column and set Aggregate to Two Year AgoClick on the + icon to the left of the second Received column and set Aggregate to One Year AgoClick on the + icon to the left of the third Received column and set Aggregate to Year To DateYou can also edit the names of the columnsFor example: change the first Received column to 2012Click Save and Run under the Tasks MenuAt the top of the launch page select the specific Fund/Campaign/Approach queryMake sure the querys Data Return Type is set to Journal EntriesAt the bottom of the page choose the Delivery Option Display Results to Screen, Email the Export file, or Download the Export File Click Submit

Scenario #3 StepsClick Reports Click on the category that you want to store this report in (example: System)Under the Tasks menu, click New ReportName the report Lifetime giving information plus details for a specific Fund/Campaign/ApproachSet the Group Report By set to AccountThen in the drop-down menu that appears, select Collapse GroupsChoose Sets from the available fields and click on Name and AddressChoose Summary Fields from the available fields and click on Lifetime Received TotalChoose Commonly Used Fields from the available fields and click on the following fields:Received (add this column 2 times)DateClick on the + icon to the left of the second Received column and set Aggregate to FirstClick on the + icon to the left of the Date column and set Aggregate to FristYou can also edit the names of the columnsFor example: change the first Received column to Lifetime Building Campaign GivingClick Save and Run under the Tasks MenuAt the top of the launch page select the specific Fund/Campaign/Approach queryMake sure the querys Data Return Type is set to Journal EntriesAt the bottom of the page choose the Delivery Option Display Results to Screen, Email the Export file, or Download the Export File Click Submit

Scenario #4 StepsClick Reports Click on the category that you want to store this report in (example: System)Under the Tasks menu, click New Relationship ReportName the report Year to Date Giving by HouseholdSet the Relationship Filter to System - Husband/WifeLeave the Grouping set to NoneChoose Sets from the available fields and click on Name and AddressChoose Commonly Used Fields from the available fields and click on Name Choose Household Fields from the available fields and click on HH Year to Date Received TotalMove the second Name column to the top of the report by clicking on the middle of the field column and dragging upClick on the + icon to the left of the second Name column and set Account to WifeYou can also edit the names of the columnsFor example: change the first Name column to Husband and the second Name column to WifeClick Save and Run under the Tasks MenuAt the top of the launch page select the relationship attribute queryMake sure the querys Data Return Type is set to AccountsSet The results of my query correspond to which half of the relationship? to HusbandsAt the bottom of the page choose the Delivery Option Display Results to Screen, Email the Export file, or Download the Export File Click Submit

Questions?eTapestry Advanced Reporting is more POWERful than I could have imagined! #bbcon23#bbconTweet this now24#bbconDont forget to complete a session survey!

Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*.*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. Feeling powered on for your mission?

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