Overview

This article guides you through the process of creating a custom report from scratch within an AdvocateHub. It details the steps to select data, apply filters, and save the report for group visibility. The example used demonstrates how to generate a report for Challenge responses from the past week.

Information

Learn how to create a custom report with specific parameters such as goal, visibility, required data, filters, and visualization.

• Goal: List of Challenge responses from the past week.
• Visibility: Group (visible to any Hub administrator).
• Required Data: Challenge Name, Question, Response, Member name, Member email.
• Filters: Date, Challenge ID.
• Visualization: Table.

Building the Report

1. Access the Reports tab and click on the New Reports button.

   

2. Select the report type that includes Challenge Responses by reviewing the options provided.

   

   Choose "Challenges" and then select From Scratch.

3. Explore the data fields and refer to the Data Dictionary for guidance.

   

   Add the required data fields such as Challenge Name, Question, Response, Member name, and Member email.

   

4. Apply filters to the report to narrow down the data, such as non-null Questions, Date range, and Challenge ID.

   

   Learn how to find the Challenge ID for any Challenge in the Admin View page.

   

5. Save the report in the "Groups" section for other administrators to access.

   

   Name the report and provide a description for clarity.

   

Finding Custom Reports

To locate saved reports, navigate to the Reports section and select the appropriate category (Personal or Group).

1. Access the Reports section.
2. Choose "Personal" or "Group".
3. Find the report in the left sidebar.
4. Select the desired report to use.

FAQ

How do I create a custom report from scratch?

To create a custom report from scratch, access the Reports tab, select New Reports, choose the type of report, add required data fields, apply necessary filters, and save the report for group visibility.

What types of filters can I apply to my custom report?

You can apply various filters such as non-null fields, date ranges, and specific Challenge IDs to narrow down the data in your custom report.

Where can I find saved custom reports?

Saved custom reports can be found in the Reports section under the Personal or Group categories, depending on where you saved them.