Design Summary Fundraiser Reports
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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From the Design tab, in the Type of Report field, select “Summary Report.” Several options appear below on the screen. |
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In the Fundraiser(s) box, select each Fundraiser to include in the report. |
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In the Report Options frame, select the format of the report. |
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Show Chart — select this option to add a 3-D bar graph chart to the report displaying the Fundraiser Goal, Participant Goal, and Total Raised. |
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Show Table — select this option to add a textual table of information to the report. |
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In the Linked Fundraiser Dashboard Page field, you can select a Fundraiser dashboard to link to the report. When a user views the report in detail, the headings for the individual Fundraiser reports are hyperlinks the user can click to view the dashboard selected in this field. |
We recommend that dashboards created for linking to Fundraiser reports be placed on a standalone web page that can be navigated to only from the Fundraiser Report part. When a user clicks the hyperlink for the individual fundraiser reports, that web page appears displaying the dashboard for the selected report.
Note: It is important to select the correct dashboard in the Linked Fundraiser Dashboard Page field. If you create a report for only one Fundraiser, select the dashboard created for the same Fundraiser part. If you create a report that includes multiple Fundraisers, select a dashboard with “Fundraiser Report” selected in the Source field. Otherwise, the linked dashboard may display information that does not match the Fundraisers selected for the report. We recommend that you name your dashboards so you can easily identify the one to use. For information about how to create dashboards, see Design a Fundraiser Dashboard.
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In the Report Caption Options frame, select the information to include and enter captions for labels on the report. |
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In the Report Caption column, select the checkbox for each type of information to include in the report. |
Note: If you selected Show Table or Show Table and Show Chart, all options are enabled for you to select from. If you selected only Show Chart, the Total Fundraisers, Total Teams, Total Participants, and Total Donations options are disabled because they do not appear in the chart view.
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If you add a View Details button, users can click this to view a page that contains individual reports for each Fundraiser included in the summary report. If you selected a dashboard in the Linked Fundraiser Dashboard field, the headings for the individual reports are hyperlinks the user can click to view a dashboard about the selected Fundraiser. In the detailed view, users can click Hide Details to view the summary report again. |
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In the Report Caption Text column, a default caption appears for each type of information. You can use the default or enter a different caption in the field. |
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To customize the size and color scheme for the bar graph section, select Customize Chart. This enables the formatting fields in the frame. |
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In the height and width fields, specify the size of the chart in pixels. |
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Select the colors to use for the bar graph elements, background, and font. |
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Select Use System Colors to select system defined colors in the fields on the left. |
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Select Use Custom ColSolicitors to enter RGB color values on the right. |
Note: You can customize the table section and its elements using Style sheets.
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Click Save. You return to Parts. |