Uncomplicate Report Builder. Jenna Stworzyjanek Mark Buchanan

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2 Jenna Stworzyjanek Mark Buchanan

3 Report Builder Creating Dynamic Reports

4 What we will cover: Basics of Report Builder Choosing the Right Report Adding Columns Filtering Advanced Report Builder Configurable Columns Formulas Unlocking special tricks

5 Report Builder Basics Understanding How to Build a Basic Report

6 Choosing the Right Report With all of these options, how do I know which report to use?

7 Report Type = Row As a general rule, the report type you select will indicate what each row in the report represents.

8 Building A Report Adding Columns Organizing the Report Filtering the Report

9 Adding Columns You may or may not want to Remove all Columns when beginning, as the Report Builder will retain the last report you built of this type. Easily distinguish what your column refers to using the tabs on top and selections on the left.

10 Organizing the Report You can make all kinds of changes before running the full report: Renaming Columns Removing Columns Making Columns Invisible Moving Columns Grouping the Report Hover over the column to access the organization tools and use the slider to group the report.

11 Filtering the Report Basic Filters Make sure you add the column to the report if you want to filter by that criteria. You can hide the column if you don t want to see it, but would like to use it as a filter.

12 Filtering the Report Advanced Mode Filtering Allows you to create groups. Groups work like the parenthesis in an equation. Contact Type - is one of - Person AND (Location is NY OR Location is NJ Or Location is CT)

13 Using the data from the Report Editing the Report Saving the Report Sharing the Report Exporting to Excel or PDF Sending an Blast

14 Advanced Report Builder Powerfully Analyze Data

15 Configurable Columns Configurable columns allow you to filter the information that will appear in that specific column. You will be able to configure a column by clicking the wrench icon that appears when you hover over the column. Each configurable column will have different options for configuration depending on the column type.

16 Math Functions There are a series of different functions that allow you to do math in the Report Builder. Count Add, Subtract, Multiply, and Divide - add that column to the right of those you want to total For more advanced math, use the Formula column. The columns can be in any order

17 Column Totals Columns will also allow you to select different totals at the bottom. SUM AVG Comma Separated Calculated None Totaling Options will depend on the column selected.

18 Special Tools Using Select Once the Select column has been added and the report has been run, there will be several features that will unlock, allowing you to further use your data. Trip Planning Sending Blasts to select contacts Adding Contacts to a Category

19 Updating Your Data There are some fields editable directly in Report Builder. You can see these fields by clicking Show Editable. Make sure you click Save Modified Cells after making your edits.

20 Creating a Template for Uploads Using Report Builder as a template for an upload is a fantastic way to make sure you ve included everything you need. When creating a template, you ll want to include the Backstop ID of the entity you want to update. Then, include all information that you are updating.

21 We covered How to choose the Right Report Basic Report Builder Functions Adding Columns Organizing the Report Filtering the report Ways to use the Data Advanced Report Builder Functions Configurable Columns Math Functions Special Tools Updating Your Data using the Report Builder

22 Report Builder Revamp Prashant Patel

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24 Check out Excel Toolkit (ETK) Essentials Wed. 6/8, 2:15 3:10 pm Thurs. 6/9, 10:15 11:10 am (REPEAT SESSION) Functionality Feedback Forum: Report Builder Revamp Thurs. 6/9, 1:00 1:55 pm

25 Questions Stop by BackCHAT Bar Contact Support: +1 (312) Continued Learning: support.backstopsolutions.com