Questions covered in this section:
- Request for a report of all donations of those who have given $500 or more at least once.
- What's the quickest and easiest way to see donation results from a specific email blast?
- Can you run a report that specifies which donations a person made in relation to specific email messages/blasts? Not just through one email, but several.
- Can you show us the format for the "start at this time" field
- Can you run a report like this (date created by month) but restrict it to only members of one group?
- What is roll-up?
- Is there printed documentation on this?
- If you want to include custom fields in your report, is that advanced object chooser or classic?
- If you upload a database (.txt) file can you run a report just on that database?
- Is there any uncomplicated way to import Salsa info directly into Avery mailing label formats?
- Please send an email to describe how to set the RESULT field on donation reports.
- Can you set the transaction date function to do "previous 30 days" so that it will consider the current date when running the report so you don't have to edit the report each time?
- I'm referring to the report you just did where you asked for supporters who had given 2 times or more. would the "sum" be their donations combined? or would that be there last donation amount?
- What's the difference between the conditions tab and the filter tab?
- Can you talk about when and why the word "KEY" should be removed from some the fields before you actually run the report?
- Can you make a report for one specific group that includes a list of the supporters in that group and corresponding zip codes and phone numbers.
- Could you do an example report that shows churn for a group? i.e. unsubscribes and new additions
- Could you end with a discusson of why reports are useful beyond the obvious reasons?
- What are the most common types of reports that are created in the custom reports creator?
For this type of report, you'll want to select at least the Donation table, and also the Supporter table if you need information such as the Supporter's address. From there, I'd recommend selecting the supporter key and amount field (at least) from the column options, with conditions for Result = 0 and amount greater than 500. You can group by the supporter key value and add a group concat function on the amount field to return a list of all transactions greater than $500.
We use the email blast keys as tags to indicate conversion rates. If you create an aggregate report on Donations, you can select the columns that you need and then use the Filter by Tag option to filter your results to only those donation records that are tagged with a tag equal to the email blast key.
Can you run a report that specifies which donations a person made in relation to specific email messages/blasts? Not just through one email, but several.
It would definitely be great to see a list of total donations as well as the corresponding email blasts through which the donations were submitted, but due to the nature of tags, this is not currently possible. I'm submitting a feature request, and if you want to check in on where the request is at, please reference Case 518.
When scheduling a blast to send to yourself, you'll want to format the date like 2009-06-04 14:00.
Can you run a report like this (date created by month) but restrict it to only members of one group?
You can indeed. Under the first step of the report builder, you can use the Advanced Object Chooser to select these tables: Groups, Supporter Groups and Supporter. To remind you of the column selection then, you can select the Date Created field from the Supporter record and add a function of Month and check the Group by box, then add a count of the Supporter table's supporter key field, making sure to change the Label of the field so that it doesn't show up as a hyperlink but as a number.
From our documentation: "When checked, a report with rollup will also display a sum total of aggregated sums as the last line of the report - for instance, in a count of people signing a petition month by month, the last line of a "rollup" report will show the total number of all people who have taken that action." My coworker Jason also really likes to use this for donation reports, so I'll have to check this out more in the future.
The reports documentation home page is Documentation Homepage Through the Full Documentation, there's a link to a summary of commonly-used tables which will hopefully help with getting started on selecting your own tables Tables Link
Either one. It used to be the case that you'd have to select a specific table to include custom fields. Now, you'll have the ability to include the supporter's custom fields as long as you include the main Supporter table.
If you would like to view only supporters created from a particular file import, you can set the conditions for Supporter Source Details equal to the file name of the import.
As I mentioned, I don't actually know much about this, but Nick from the Shalom Center noted: "I've mailmerged Salsa data by exporting to an Excel file, an then using the Excel file as the datasource for a mailmerge in Word. Word has all the Avery label sizes pre-entered."
"RESULT = 0" indicates valid online transactions. If you also have manually-entered transactions that you would like to see in your report results, I'd recommend using "RESULT is in list 0,-1" and adding a condition for "Transaction Type not like %Test%".
Can you set the transaction date function to do "previous 30 days" so that it will consider the current date when running the report so you don't have to edit the report each time?
There are a couple options that are similar to this, including "In this month," "In the last week," "In the last 24 hours," "In the past," and "In the future" - These can be selected from the Function menu under the Operations or Function column on the Conditions tab.
I'm referring to the report you just did where you asked for supporters who had given 2 times or more. would the "sum" be their donations combined? or would that be there last donation amount?
The sum on the Amount field was a total of the donations submitted. If you wanted to view only the most recent donation amount, I would recommend creating a report on donations, grouping by supporter_key and selecting the transaction_date field as one of the column options. You can then select Maximum as a function for the transaction date field, so that for every supporter, only the most recent transaction will be displayed.
Anne gets credit for this succinct note: Conditions let you ask the database for info and then filters tell the report to show you a specified subset of the data that meet the conditions. This, I thought was quite well put, but again, please ask if you need clarification.
Can you talk about when and why the word "KEY" should be removed from some the fields before you actually run the report?
If you leave the default label as (for example) supporter.supporter_KEY, the end results will display as a link to the individual supporter record from the report window. If you don't want the results to appear as a link, especially in a case where, for example, you'd want to display the actual count of supporter keys instead of a link to a single key, you'll want to rename the field with your own label.
Can you make a report for one specific group that includes a list of the supporters in that group and corresponding zip codes and phone numbers.
To get started with this, I would recommend naming your report, selecting the Aggregate Report option, and using the Classic Object Chooser to select Groups from the drop-down menu. After you save, select Group Name, then Supporter Key and any additional fields you would like to return, including the zip and phone fields. You can then select the Group by checkbox for the Group Name field first, then for the Supporter Key field (indicating that one row should be returned per supporter record, grouped under each Group Name). Under your conditions tab, then, you can set your condition for Groups Key = 12345, for example (you can find your groups keys by viewing your Manage Groups list). I like to use key values where I can, since the keys are distinct and there's less room for spelling errors and that sort of thing. This condition will ensure that the results that are returned are only those affiliated with your particular group.
We unfortunately don't have a great option for this, though I'm doing my best... The first option works best for email blast unsubscribes: You can create an aggregate report using the Advanced Object Chooser and select Unsubscribes as your table. If you select Email Blast Key, then email from the columns, you can group by Email Blast Key and use a function of Count Distinct on email address. For your conditions, then, I would recommend setting Email Blast Key is not empty. The second option is a good estimate for general list churn (including spam complaints and outdated email addresses): If you create a report on the supporter table, you can select, for example, Last_Modified, receive email, and supporter key. I would recommend you add a function of Formatted Date for the Last Modified field and group by first the Last Modified date, then the receive email value, and add a function of Count Distinct on the supporter key.
Reports, unlike queries, allow for returning data from tables other than the basic supporter and supporter_custom fields. They seem to be especially useful for status updates, donation management, and list maintenance. There are options for scheduled exports that I didn't really touch on - These exports can be emailed to specified email addresses which seem especially useful when regular reports might be needed by coworkers who might otherwise not use the Salsa interface.
I definitely see a lot of requests for donation management reports, especially at this time of year. Everyone has their own specific data requirements, but donation reports and reports on who takes action seem to come up quite frequently. Groups come up a lot as well, but those seem to come up most frequently in conjunction with other variables, such as "members of this group who took action after the third of September in 2007."