Open Forum

 View Only
  • 1.  Can't create a report from scratch? Really?

    Posted 06-24-2022 15:17

    I wanted a report that gave me a registrant's name, address, phone numbers and email. I was told there was no way to create a custom report from scratch; I could only modify reports that were already created. And there were dozens of them with no easy way I could find to see which fields they contained short of opening each one.

    So, like I was instructed, I went into the "Registrant Details" report (I believe it was) and deselected what I didn't want and selected what I did, then ran the report and downloaded it. This is the order in which the report put my columns:

    Column A: Email Address

    Column B: Mobile Phone Number

    Column C: Date of Birth

    Column D: First Name

    Column E: Gender

    Column F: Home Address

    Column G: Home City

    Column H: Home Country

    Column I: Home Phone Number

    Column J: Last Name

    Column K: Middle Name

    Column L: Nickname

    Column M: Home State/Prov. Code

    Column N: Work Phone Number

    Column O: Home ZIP/Postal Code

    Look how far apart First Name and Last Name are. And how far apart Home City and Home State are. And how many columns the three Phone Numbers are separated by.

    Why can't I determine the order in which my information is displayed in my downloaded Excel file? And this is just a small report. When more fields are added, it becomes a bigger and bigger task to rearrange the columns in order to get the document in workable order.

    I used RegOnline for several years and they had a much, MUCH better system. When you went to create a report, all your fields appeared in a list on the left and you dragged the ones you wanted to a list on the right. Then you could arrange the fields you selected in any order you wished.

    Why not allow users the freedom to create their own custom reports in a similar way? So simple. So elegant. So efficient. So empowering.


    #ReportingandInsights

    ------------------------------
    Stephen Speer
    Ben Speer's Stamps-Baxter School of Music
    Nashville
    ------------------------------


  • 2.  RE: Can't create a report from scratch? Really?
    Best Answer

    Posted 06-24-2022 15:35
    I think I can help. After you run the report - at the top right of the data columns there are 3 blue dots - click on them and then on "Edit" and to the right will pop up all your fields that you can re-order by dragging each field to where you want it. Make sure you click "Update" at the bottom after you are done. You will see the re-ordered fields and you can then download to an excel or csv file. I hope this helps. You can also re-order the individual columns  - like Last Name, for example, by clicking on the arrows at the top of that column.

    ------------------------------
    Jayne Ferro
    Support Staff Specialist
    NYSUT
    ------------------------------



  • 3.  RE: Can't create a report from scratch? Really?

    Posted 06-24-2022 16:00
    Wonderful!

    Thank you SO MUCH, Jayne!



    ------------------------------
    Stephen Speer
    Ben Speer's Stamps-Baxter School of Music
    Nashville
    ------------------------------



  • 4.  RE: Can't create a report from scratch? Really?

    Posted 06-24-2022 16:05
    You are most welcome Stephen. I have spent many hours trying to figure out the new reporting process. And I'm still learning!

    ------------------------------
    Jayne Ferro
    Support Staff Specialist
    NYSUT
    ------------------------------