Arena Reports (Course # A117)

Transcription

1 Arena Reports (Course # A117) Presented by: Staci Sampson Shelby Contract Trainer

2 Objective This session covers information on how to add and organize Arena reports. The following topics are presented in this session: Arena Hub The Shelby Community Organizing Reports

3 Check Arena Version Before proceeding with how to add Arena Hub items, check your Arena version. 1. Log in to Arena. 2. Select the About button. 3. Make note of your Arena version.

4 What is Arena Hub? Arena Hub is a central place on the Arena website where you can easily add Shelby-certified reports, modules, and widgets. Allows sharing of custom modules and reports through plugins. Clean user interface built into your Arena install Plugins are built using NuGet ( Plugins are easy for developers to create and easy for end users of any level to install to Arena. Security permission is required to access and install items from Arena Hub.

5 Adding Reports: From Arena Hub From Arena Hub main page, you can either select the Reports button or search. across all pages for reports.

6 Adding Reports: From Arena Hub Once you identify the report you want to add, click the Install button. Loading displays in the top right corner.

7 Adding Reports: From Arena Hub A popup window displays information about the report such as author, description, and release notes. If your organization is not running on the listed version, consider upgrading before adding the report. Click the Install button to start the process.

8 Adding Reports: From Arena Hub A popup window displays information about the report such as author, description and release notes. If your organization is not running on the listed version, consider upgrading before adding the report. Loading again displays in the top right corner of the page. Click the Install button to complete the process.

9 Adding Reports: From Arena Hub Once the report is installed, the report displays as shown below. As Shelby updates reports, the Upgrade button displays. Also note the Version and Installed numbers.

10 Adding Reports: From Arena Hub Once you have added all desired reports, click the Return to Arena button.

11 Adding Reports: From Arena Hub Once you add a report, it is listed in the designated report folder on the specified page. You likely want to add all Arena Hub reports before checking out reports on the Shelby Community site.

12 Adding Reports: From The Shelby Community From the Home Page, select Arena Downloads Reports.

13 Adding Reports: From The Shelby Community There are over 100 available reports. You may want to browse first. Use the date, name, download count, average rating, and sorting filters.

14 Adding Reports: From The Shelby Community The file you upload via Report Manager must be in RDL (Report Definition Language) format. Let s take a look at the different reports folders. If the file you download is in RDL format, you are ready to upload. For this session, proceed with adding an RDL file. If the RDL is included in a ZIP folder, you first need to unpack the RDL from the ZIP folder. Remove the file from the ZIP folder to a non-zip folder to unpack it. If the folder you download includes RDL and SQL files, you need to first successfully run the SQL file on the SQL server before you can successfully run the report, once uploaded. Some SQL scripts can modify existing functionality so you may want to contact the report author before adding these reports. If the folder you download includes more than RDL and SQL files, you likely want to evaluate the included files first. On occasion, the folder could contain new stored procedures, modified modules, or a text file with instructions. In most cases you do not know what the ZIP folder contains until you download it..rdl and ZIP Downloads ZIP Downloads w/ RDL + SQL

15 Adding Reports: From The Shelby Community If you have questions about the report, you can contact the report author.

16 Adding Reports: From The Shelby Community Once you select a report to download, you may want to see if there are any particulars to note before proceeding. For example, whether the report is written on a version of Arena newer than the version your organization is using or whether there is a different version of SQL. You can also post a comment for this report download. 1. Click the download button.

17 Adding Reports: From The Shelby Community 2. Click the Accept button once you are ready to proceed. 3. Click the Save button to save the file to the desired folder.

18 Adding Reports: From The Shelby Community You may first want to determine the folder in which to upload the new report prior to going to Report Manager. Default folder options are under Membership, Groups, Tags, Prayer, Volunteer Tracking*, Contributions, Missions, Assignments*, Sports* and Administration*. Check-In reports are available via Report Manager. You can add new report pages if using Arena Premium. *These folders do not have default reports and are available when adding new reports.

19 Adding Reports: From The Shelby Community Before you proceed with adding Community reports, be sure you have full access to Report Manager. In Report Manager you can upload reports, arrange reports in report folders, and connect with Report Builder to edit reports. Typically the URL for Report Manager is You need to use Internet Explorer to access Report Manager. You can also retrieve the address from the Administration Report Services Configuration page. or from the Administration Organization Settings page.

20 Adding Reports: From The Shelby Community 4. Click your Client Number and then Arena from the Report Manager page. 5. Select the Folder in which you want to upload the report.

21 Adding Reports: From the Shelby 6. Click the Upload File button. Community 7. Click the Browse button to locate and select the RDL file to upload. 8. Click the OK button.

22 Adding Reports: From The Shelby Community 9. Use the mouse to hover over the report to display the drop-down list. 10. Select manage from the drop-down. See your IT representative if manage is not available.

23 Adding Reports: From The Shelby Community 11. At this point, you can add a description for the report and change the name. Click the hide in tile view checkbox to not display the description on the report page. Consider using the description to record how you obtained the report or to indicate if it is a custom report. Click the Apply button to save any changes made. 12. Click the Data Sources button to proceed with connecting this report to your Arena DB.

24 Adding Reports: From The Shelby 13. Click the Browse button. Community 14. Expand the folder tree until you can select ArenaDB under Data Sources.

25 Adding Reports: From The Shelby Community 15. Click OK. 15. Select Apply.

26 Adding Reports: From The Shelby Community 17. Select the report folder from the breadcrumbs. 18. Click the report to run it.

27 Adding Reports: From The Shelby 19. Select or enter any required parameters. Community 20. The report is now available in Arena.

28 Organizing Reports There are many options for organizing reports. You can display a specific report folder available on a specific page. You can create report subfolders. You can add the Report Viewer module to the same or different pages and then set security for each module. You can use one of the Dock-Container modules + the report viewer module. You can add new pages + the report viewer module. Adding pages is available with Arena Premium. For this session look at the steps to use subfolders.

29 Organizing Reports 1. Select the folder to which you want to add subfolders. 2. Select the New Folder button on the Report Manager <folder> page.

30 Organizing Reports 3. Enter a Name for the sub-report folder. 4. Enter a description (optional). 5. Click OK.

31 Organizing Reports The sub-report folder is now listed. You can move reports into the new subfolder. 6. With your mouse, hover over a report you want to move to display the drop-down. 7. Select Move from the drop-down.

32 Organizing Reports 8. Select the subfolder. 9. Click the OK button. 10. Repeat steps for all subreports you want to add and reports you want to move.

33 Organizing Reports Your reports are now organized by report type.

34 Adding A New Report Folder You can also add new report folders. The new report folders can be added either to a new page or to an existing page. A benefit of having separate folders is the ability to set different permissions for each use of the Report Viewer module. 1. Click the New Folder button on the Report Manager.

35 Adding A New Report Folder 2. Enter a Name for the new folder and a description (optional). 3. Click the Apply button.

36 Adding A New Report Folder 4. Enter a Name for the new folder and a description (optional). 5. Click the Apply button.

37 Adding A New Report Folder 6. Select the new Report folder. 7. Upload reports to this new folder, as previously covered.

38 Adding A New Report Folder 8. Select the Main Content tab of the desired page. You can add a new report folder to any page.

39 Adding A New Report Folder 9. Click the Add New Module Instance icon. 10. Click the New Module to change it to the Report Viewer module.

40 Adding A New Report Folder 11. Select the Report Viewer module from the Type of Module drop-down. 12. Enter a Title for this use of the Report Viewer module in the Title field. 13. Enter the specific folder name from Report Manager in the Report Folder module setting.

41 Adding A New Report Folder 14. Click the Update button. 15. Left-click the move arrows icon and drag and drop the new module to the desired order, if more than one module exists on the page. 16. Click the security key to adjust security for the new module.

42 Adding A New Report Folder 17. Click the Update button once security adjustments are completed.

43 Adding A New Report Folder 18. Click the Refresh Cache button on the Administration Refresh Cache page. 19. Your new report folder and reports are now available in Arena.

44 Q&A Class Discussion

45 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.