• Report Module Publishing

  To publish reports on the Dashboard, or the “frontend”, modules are used. There are a growing number of modules that can be used independently or together to offer functionality to the end user.  Modules: Report This module is used to publish a specific view of a report. Display Options Show Title: Show the view title, on the left side above the report table. Show Filters Btn: Show the "FilFew readers

• Making a Copy of a View to Group by a Specific Field

  You can duplicate views within a report to make slight modifications and customizations. Right-click on the view you would like to duplicate and choose “Copy”. Right-click on the Views dropdown and choose “Paste”. This will paste your copied view into the view list. Now you can make changes to your new view. One change you might make is to group your new view by a different column. Right-click on the “Group By” modifier, and choose the new field you want this view to group by. “SaveFew readers

• Formatting Business Intelligence Views

  Totals and Segment Columns: For reports, it is often useful to total and display amounts clearly and to segment information in reports so that it is easier to consume. Some formatting can be coded into the columns of our reports, to display segment totals and grand totals. In the following example report, $19,355.90 and $400.00 are segment totals, and $12,834,158.07 is the grand total: Ttf3CURYXFcJY3mdjRXjK1gD0DbexszujA (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/aFew readers

• Guide: Creating & Using Saved Views

  Saved Views are a powerful feature that allows you to save a set of filters on a report, so you can quickly access that specific data view again without having to re-apply the filters in every instance. Part 1: Creating Your Saved View Follow these steps to create and save a custom view of your report data. 1. Start with a Filter Navigate to the report you want to work with (e.g., Financial Report). Click the "Filters" button to open the filter options. Define theFew readers

• Reporting Documentation PDF

  .Few readers

• Functions

  Many different types of functions can be programmed into report columns so that they show the exact information you are seeking. Borrowing from the MySQL language, we will list several common and helpful functions that you can utilize.  When opening or adding a column to your report, the Add/Edit window that pops up has an “Expression” field - this is where your code will be placed:    (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151026751887/origiFew readers

• Reporting

  If you have requested the reporting tool through our form, you should see 19 reports included in your installation. The reports are from Comparative, Designations, Donor Category, Financial Report, Household, Mailing list, Statements, Relationship, Sponsorship, and Projected Revenue. Each report is designed and focused to show data that are an important tool specifically for the Finance Department. The columns available are based on the common needs of the Finance Department to keep track of andFew readers

• The Business Intelligence Tool at a Glance

  The Environment: The left half of the reporting tool is where you will build your reports. The right half of the tool is where the results of a selected report are displayed. Reports: Individual reports are denoted in the tool with the blue statistics icon: (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdeskFew readers

• How to Access the Business Intelligence Tool

  The Admin Reporting tool is provided to approved admins, and cannot be accessed through your Site Stacker Admin portal. Rather, you will append the following path to your organization’s active URL: /p/Desktop/Desktop/panel/Reports/panel/Report For example: www.myorganization.com/p/Desktop/Desktop/panel/Reports/panel/Report When you navigate to this new portal, you will log in using your Admin credentials, and then you will be redirected to the tool’s page: (httFew readers

• The Reports Component

  The Reports component provides a comprehensive and efficient method of viewing department-specific, or otherwise categorized, reports, securely and in a single location. It allows you to permission specific lists of reports so that the correct people have access to these at all times, easing the task of information gathering.  The Reports component is located within the Admin portal. Users with the correct permissions can access this component and choose a report to view from the dropdown lFew readers

• Guide: Report HTML View

  You can transform standard report data into something dynamic and visually appealing using the HTML View feature. This guide will walk you through the process step-by-step. Step 1: Activate HTML View Navigate to the report you wish to customize. In the module settings, find the View dropdown menu. Select HTML from the list. This will enable the HTML editor for your report. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151153163276/Few readers

• Building a Report

  1. To begin building your custom report, the first step will be to create a brand new report within the Admin Reporting tool. To get started, log in to your Admin Reporting tool, and locate the outermost “Reports” folder. It is denoted by the black computer screen icon, and it holds all existing custom reports. Right-click on this “Reports” folder, and choose “Create Report” from the options that appear. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/prodFew readers

• The Business Intelligence Tool

  The Business Intelligence component is a powerful tool that allows you to create and code custom reports to fit your specific needs. The tool combines the MySQL database language and concepts with a unique user interface, creating an environment that makes it easy to combine tables, pull data, create reports and views, and display the information that you require. We highly recommend a working knowledge of MySQL and the SiteStacker database for anyone working with this tool. This tool proviFew readers

• Adding a Model and Filter to an Existing BI Dataset

  To add a model to an existing report, right-click on the model you want to act as the parent model and choose from the list of related models available. Then “Save & Close”, and your new model will appear nested beneath its parent model. To add a filter from this model, right-click the model and choose a column from its list that you want to filter by. “Save & Close”, and that column will appear in the column list of your master report. If you want to useFew readers

• Adding a Column to a Business Intelligence Dataset

  To add a column to your report, right-click on the model that contains the column you need, and click “Add Column”. Choose the column you need from the list, and “Save & Close”. The column can now be found in the column list of your master report. To add this new column to a report view, right-click on the view you would like to add it to, click “Add Column”, and choose that column from the column list of your master report.Few readers