What Makes Up a Report?

There are two steps to creating every report.  Rock has deliberately split the the 2 activities in the report creatuin process.

Filter Criteria: The criteria selecting "Who" will display.

For example:  All kids Grade 9th - 12th.

Display Criteria: The selection of "What" will display.

For example:  Name, Grade, Phone, Email & Number of Times Attended

Separating the filtering from the display allows for continual re-use of the same filtering logic. In addition, it allows for changes to standard criteria to be completed in one location.

Filter Using Data Views

The Filter Criteria is defined by creating a Data View in Rock.  Based on any field in the system, Data Views select which records display in the results - the "Who". Most importantly, Data Views can be used by multiple reports, display screens or with other Data Views throughout Rock.  

Data Views will be created and maintained by the IT department.  Please submit a help desk ticket when you need a different view of Grace's information created.

Display Using Data View Results

Once the "Who" records have been selected, you can define the information displayed about each of the results - the "What".  In Rock, this is done by creating a Report.  For detailed instructions, go to Creating a Report.

Organizing Ministry Reports

As a ministry team, you should decide how you would like to organize your reports within your Ministry folder.  For example, under Student Ministries might add a child category called Merge.