1. Hands On Learn Lab: Advanced
Reporting with eTapestry Custom
Reports
Kimberly Hammer, Product Support Lead II

2. Objectives
• Explain the difference between queries and reports.
• Identify the different types of reports
• Describe the components of a custom report
• Discuss common report issues
• Create custom reports using Summary Fields and
Aggregates
• Create relationship reports

3. Query vs. Report
Query (the funnel)
Report (the output)
An advanced search engine that locates
a group of accounts or journal entries,
based on criteria that those entries
share.
A tool used to allow you to select the
fields you want to display or use about
the account or journal entries in a query
Fixed preview
Customizable
Must be ran through a report to export
results
Must be ran with a query
The “who”
The “what”

4. Types of Reports
1. eTapestry Standard Reports
Reports that are pre-defined in the system and cannot be edited. More advanced
functionality than custom reports.
2. eTapestry Benchmark Reports
• Benchmark reports compare your organization's data against the benchmark data
that eTapestry compiles from participating customers.
3. Custom Reports
• When you need data from eTapestry that is not available on a standard report, or
you need additional data in a specific format, you can use custom reports.
• Custom reports allow you to extract information you track in eTapestry in the order
that you need.
4. Custom Relationship Reports
• Relationship reports allow you to create reports that contain information about both
sides of a relationship, along with data stored on the relationship itself.
•

5. Report Categories
Report categories allow you to organize your queries
Today we will all create a category with our name as the title
1. Click Reports
2. Under the Tasks menu, click New Category
3. In the Name field, enter your name
4. Mark the checkbox next to Private
5.
Click Save Category

6. Custom Report Components
1.
2.
3.
Name
Description
Grouping Options
4.
5.
6.
Report Options
Available Fields
Select Fields (columns in the report)

7. Custom Report Launch Screen
Section 1 – Query
• Choose the category and the query
you want to use with your report
• Have the system remember this
query
Section 2 – Export As
• Decide which Persona(s) you want
to pull
Section 3 – Delivery Options
• Choose a report format and how
you want to receive it
• Set the email options if applicable
• Run the report or schedule it for
later

8. Common Report Issues
•
•
Information is not displaying in some of the columns
Collapsing reports that contain columns like Date, Fund,
Campaign, etc.
• Sorting a report by Last Name
• Visibility
• Renaming report columns

9. Scenario #1
We want to create a report that pulls the following
information for all of our constituents:
• Name and address information
• Giving information for 2011, 2012, and 2013
• Date and amount of their last donation

10. Scenario #2
We want to create a report that pulls the following
information about our General Fund:
• Name of the donor
• Amount donated to the General Fund in 2011,
2012, and 2013
• Lifetime giving total to the General Fund

11. Summary Fields vs Aggregates
• Summary Fields always look at the entire account
o They cannot be isolated by what’s in the query results
• Aggregates only look at what’s in the query results
o Make sure the data return type is set properly on your query

12. Scenario #3
We want to create a report that pulls the following
information:
• Name and address
• Lifetime giving to our organization
• Lifetime giving to our New Building Campaign
• First donation amount and date to the New
Building Campaign

13. Scenario #4
Our couples are tracked as separate accounts,
linked together in a relationship and we want to see
the following information:
• Husband’s name
• Wife’s name
• Address information
• Year to date giving total

14. Questions?