Arena Reports Using Report Builder

Transcription

1 Arena Reports Using Report Builder (Course #A127) Presented by: Staci Sampson Contract Trainer 2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of the respective holders.

2 Objective This class covers how to organize reports by ministry area and customize existing Arena Reports. This session presents the following topics: Report Parameters How to Customize a Check In label How to Organize reports New report folders 2

3 Report Parameters Many Arena reports include parameters you can use to filter data. To save time, you can set default values. The Five Fund Statement report has dates, fund category, and fund parameters that you set to default values. Before proceeding with the setting default values, you first need to obtain the Fund Category ID#s and Funds ID#s. Go to the Contribution Fund Category on the Administration > Lookup page to obtain the Fund Category ID#s. Go to the Contributions > Fund Management page to obtain the Fund ID#s. 3

4 Steps to set default dates: 1. Launch Internet Explorer. 2. From Report Manager URL page, hover over the Five Funds Contribution Statement. 3. Select Edit in Report Builder. 4. Expand Parameters. 5. Hover over the From Date and select Parameter Properties. 4

5 6. Select Default Values from the Report Parameter Properties window. 7. Select the radio button for Specify Values. 8. Click the Add button. 9. Enter the month, day, and year for the FromDate parameter in MM/DD/YYYY format. 10. Click the OK button. 11. Repeat steps 5 thru 10 for the ToDate. 5

6 12. Click the Save button to save the report with the same name in the existing folder. Saving with the same name replaces the existing report. You can also save the report in a different folder with the same name or a modified name. 6

7 13. At this point you can click the Run button on the Home ribbon to verify the parameters now have the specified default values, or you can proceed with additional changes. You can proceed with setting default fund categories and default funds. 14. Expand Parameters. 15. Hover over Fund Categories and select Parameter Properties. 16. Select the Add button from the Default Values window. 7

8 17. Enter the Fund Category ID in the Value field for the first fund category. 18. Repeat step 16 for each fund category you want to set as a default. 19. Click the OK button. 20. To set a default, hover over FundID1A and select Parameter Properties. 21. Select Default Values from the Report Parameter Properties window. 22. Select the specify values radio button. 8

9 23. Enter the Fund ID# in the Value field. 24. Click the OK button. 25. Repeat steps 9 thru 14 for each of the five fund fields for which you set a default value. 26. Save the report. 27. Run the report. 9

10 Steps to Customize a Check In Label The Check In label is another report you may need to customize. Suppose there is one label that works for children, but you want to make a change or two to use the same report for the parent receipt label and another change or two for the child s diaper bag. In this example, you use the 3x2 SS Child report. Default 3X2 SS Child Tag Steps to change the graphic and alignment for the child label: 1. Launch Internet Explorer. 2. From Report Manager URL page, open the Check In > 3X2SS Child report in Report Builder. 10

11 3. Hover over the Shelby Systems graphic and select the Image Properties button from the drop down. 4. Select the import button to search and select an applicable graphic for your organization. 5. Click the OK button. 11

12 6. Save the report. Remember you can save the report with a different name in the same folder if the goal is to retain the original label report. In order for any report to be available for Check In, the report needs to be in the Check In folder. You can make alignment adjustments by selecting the report objective and using the desired format options. For this exercise, select left alignment for the top three expressions. 7. Save the report. 12

13 Now you use the same report and modify it for the parent receipt label. 1. With the current label open in Report Builder, save the existing report with a different name before proceeding with changes. 2. Select Text Box from the Insert ribbon. 3. Add a text box in the available space. 13

14 4. Enter desired text for the parent receipt label. 5. Click the Save button. If a diaper bag label is needed and you use the same label as the child and parent, repeat the same steps for the diaper label, making desired changes. 14

15 Organizing Reports There are several options when it comes to organizing reports. Whatever method you put into place, you start with how you organize the reports in Report Manager. 15

16 If the goal is to organize reports in the same folder, you first need to create the sub folders in Report Manager. 1. Launch Internet Explorer. 2. Enter the Report Manager URL. 3. Select the Contributions folder. 4. Click the new folder button. 5. Enter the folder name and a description (description is optional). 6. Click the OK button. 16

17 7. Add three additional folders for Contributions, Mission, and Statement Reports. 8. From the Contributions report page, hover over the report you want to move until the drop down displays. 9. Click the move button. 17

18 10. Select the folder to which you want to move this report. 11. Click the OK button. 12. Repeat steps 8 through 11 until all reports are moved to the applicable folder. Now, in Arena, the reports are organized by report type. 18

19 New Report Folders You can also add new report folders. You can use new report folders to retain reports you are testing and not quite ready to share with the staff or a new report folder on a page that is available to the staff. Before processing with a new report folder, identify the page to which you add the reports. If using Arena Premium, you can add a new page for the new report folder. If using Arena Select, you can add the new report folder. For each instance reports are used, the Report Viewer module is used. The Report Folder module setting requires the specific report folder to be indicated in order to display the reports in the specified folder. 19

20 You can apply specific security to the Report Viewer module for each instance it is used. This means you can add the Report Viewer module to the same page but specify a different Report folder for each instance. You can then set security permissions. 20

21 Q&A Class Discussion 21

22 Staci Sampson Shelby Contract Trainer Staci began working with Shelby Arena software as a Project Manager at Faith Assembly of God in Peru, Illinois. From there she became an Independent Arena Trainer for the Illinois District Council of the Assemblies of God. Along with working for the IDCAG, she is now a Shelby Contract Trainer for Arena and ShelbyNext. Staci enjoys supporting churches and the growth of their ministries through training and education of the software.