Unlike the Events report builder, this report allows you to cross reference multiple events.
For your new report, enter or select the following:
- Report Name - Enter the name of your report.
- Tags - This is a column available on the Reports grid, so you can apply any desired tags for sorting or filtering the Reports grid .
- Report Folder - This is another column available on the Reports grid, so you can assign this report to a specific folder or create a new one.
- Description - Include a description of your report or its purpose.
- Report Type - Choose Event Attendance to be able to cross reference the Events grid. Once selected and Next clicked, this cannot be changed.
Click Next to proceed to the next step.
On the Report Fields page you will see two columns. On the left are all the columns available on your Constituents grid about the event attendees and the right are those available on the Event Attendance grid.
You will check the boxes next to the fields you wish to include in your report. Each box checked will include that column on your report and any data that is in that field will be shown on the report.
Click the green Next button to proceed to the next step.
The last step is selecting the Report Prompts. On this page you will select which fields you wish to filter the data by to produce your report. Select the prompt fields from either the Available Attendee Constituent Fields column or Available Event Fields.
The prompts selected are performed in the order that they are assigned. So if you choose Cumulative Event Attendance first, the data will be filtered to meet the all the range you select, then the next prompt will be addressed. Only those event attendees who have attended at least two events would be included in the first filter, then only those who have also given over $100 would be included in the final report. These are also additive filters, so each additional prompt you select is an additional filter that must be met in order to be included in the report.
Choose your prompts in the order that you wish them to be performed. Once all your prompts are checked, then choose the criteria in each of those prompts by checking the boxes next to the items. You can select multiple criteria under each prompt.
When your prompts and criteria are all selected, click on Generate to download the Excel spreadsheet.
The report will show all the Report Fields you selected in each column. Only those records that meet the criteria you selected in the Report Prompts will be included in the report. The report will show each record that meets the criteria selected, so since some attendees attended various events, each record will show on its own row.
If you have selected a multi-select field, like Categories, Skills, or Email Lists, the report will include all the items assigned to that constituent, not just those you included in the prompts.
You can go back an adjust the report as needed by using the Previous buttons on the report pages. Once you are finished running your reports, you can click on Done to return back to the Reports grid.
You can rerun the report anytime, but you will need to select the criteria for each prompt again prior to generating the report.