Creating a Report
Reports in Rock can be exported to Excel, but the intention is to display them for use on the screen.
From your Campus Home Page select 
.
The next screen will display the Ministry Report Categories your sign-on has security to. Highlight the category where you would like to add the Report. Click on 
.
| 1. |
Name & Description - Take time to write a clear description explaining what the report does and how it should be used. We all think we will remember exact details, but we don't. |
| 2. |
Applies To - Select what type of information you are writing the report to see. Majority of the cases will be "Person" related data. |
| 3. |
Data View - After selecting the "Applies To" value, you will see a list of Data View options available for you to use as the "Who" source for your report. |
| 4. |
Add Fields - Click here to add the information you want to see listed on your report. The "What" portion of the report. The options displayed will differ from field to field when selected. The consistent options are "Show In Grid" which determines if the field is displayed on the screen and "Column Label" which you can rename. The display order of the fields is the same as the field order in the selection box. To reorder them, click on |
| 5. |
Sorting - Select the field and sort order of your report using any of the fields you have added. |
and drag to the correct location in list.
There are other reporting blocks available within Rock. Please meet with IT so we can work together to develop a reporting approach to best meet your ministry's objectives.