Create a custom report

1. From Reports, select a category to store your custom report. The Report Categories page appears.

2. Under Tasks, click New Report. The Create a New Report page appears.

3. Under Report Basics, enter a name and description for the report. Enter a description to help other users understand how to use the report and what it contains.

4. Under Group Results, select a grouping option from the Group by field. Grouping options enable you to place accounts or entries that share a common value together. You can also select to show totals for each group or collapse each group into a single line.

5. To mark this report as a favorite, select the Favorite Report checkbox. Links to your favorite reports appear on your eTapestry home page when you use the Favorites tile. For more information about customizing your home page, see Custom Home Page.

6. To hide this report from other users in your organization, select the Private checkbox. Users with administrative rights can still view, edit, and use your report.

7. To prevent other users from changing your report, from editing this report, but allow them to view, copy, and run it, select the Read Only checkbox. Users with administrative rights can still edit your report.

8. To show a total of the values for segments of an upgraded pledge or split transaction, instead of treating each segment as a separate transaction, select Yes - show the total of the values for segments under Collapse Upgrades/Segments. Consider this option if your query includes journal entries.

9. Under Report Columns, to select the information to display on the report, select a set or field name in the drop down field or search for a specific set or field. Next, click the field to display on the report.

   If you plan to use an aggregate on a field, consider adding the field a second time and using the aggregate on the second version.

10. Adjust the report columns as necessary.

    Note: When you include Individual accounts name fields, such as First Name and Last name, blank rows may appear in the custom report for Family and Business account. When your report includes a variety of accounts with different Name Formats, we recommend you include the Account Name field to successfully display Family and Business account names.

    • To remove a column from the report, click X.

    • To reorder columns, select the column. Then drag and drop the column to the preferred location.

    • To rename a column, select the column name and enter a new name.

    • To sort the report by a particular column, click the dots icon to the column name. The row expands and additional options appear. In the Sort Order field, select whether to use ascending or descending order.

      You can sort by up ten columns. For each column use the Sort Order to control which sort is applied first.

      Note: When you group entries by a particular field, the sorting options apply within the groups. For example, if you group by fund and sort by date, the report will group all of the transactions to a particular fund together, and then sort the transactions within that group by date.

    • To hide a column, click the dots icon next to the column name. The row expands and additional options appear. Click the eye icon.

      Tip: If you use the Sort Name field to alphabetize accounts in your report, consider hiding the Sort Name column, so that the accounts are sorted but the sort name doesn't appear on the generated report.

    • Apply aggregates to fields as desired. For more information about calculating the sum, average, minimum, maximum, total, count, or order of values in your report, refer to Use Aggregates in Reports.

11. To save and run the report, click Save and Run.