The Report Builder allows you to create reports for Youth Memberships which can cross reference the Member information with Enrollment information.
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 Youth Membership to select fields and prompts from the Youth Membership Members and Enrollments grids. 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 Members grid and the right are those available on the Enrollments grid. Note that the actual Enrollments grid now includes a lot of the fields from the Members grid, so those fields are not shown in both columns.
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 Constituent Fields column or Available Gift Fields.
The prompts selected are performed in the order that they are assigned. So if you choose Enrollment Date first, the data will be filtered to show only registrations in that date range, then the next prompt will be addressed. 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.
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.