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Book Contents

Book Index

Types of Reports

Type

Criteria, primary pipeline

Other attributes

Account records

Account records, whether donations, outcomes, etc.

All other pipelines refer to attributes of the person who owns the account record in the primary pipeline.

Assignments

Volunteer assignments, and assignments are the type of data in the primary pipeline

All other pipelines refer to attributes of the person who owns the assignment in the primary pipeline.

A person may appear in this report more than once if he has more than one assignment which meets your criteria.

Awards
global only

Awards

All other pipelines refer to attributes of the owner of the award in the primary pipeline.

Certifications

Certifications, and certifications are the type of data in the primary pipeline

All other pipelines refer to attributes of the person who owns the certification in the primary pipeline.

A person may appear in this report more than once if he has more than one certification which meets your criteria.

Combined assignments and job associations

Job associations and assignments merged together

All other pipelines refer to attributes of the person who owns the job association/assignment in the primary pipeline.

Comments

Comments

All other pipelines refer to attributes of the person who owns the comment in the primary pipeline.

Delegations
only in a project

Delegations

All other pipelines refer to attributes of the delegation in the primary pipeline.

Hours

Volunteer hours, and hours are the type of data in the primary pipeline

All other pipelines refer to attributes of the person who owns the hours in the primary pipeline.

A person may appear in this report more than once if he has more than one hours record which meets your criteria.

Interviews
global only

Interviews

All other pipelines refer to attributes of the owner of the interview in the primary pipeline.

Job associations
global only

Job associations

All other pipelines refer to attributes of the person who owns the job association in the primary pipeline.

Mandates
global only

Mandates

All other pipelines refer to attributes of the owner of the mandate in the primary pipeline.

Memberships
global only

Memberships

All other pipelines refer to attributes of the owner of the membership in the primary pipeline.

People

People, and people are the type of data in the primary pipeline

All other pipelines refer to attributes of the current person in the primary pipeline.

A person will appear in this report only once.

People on one or more lists
global only

People, and people are the type of data in the primary pipeline

All other pipelines refer to attributes of the current person in the primary pipeline.

A person will appear in this report only once.

Projects
global only

Projects, and projects are the type of data in the primary pipeline

All other pipelines refer to attributes of the current project in the primary pipeline.

A project will appear in this report only once.

This report has no people - it's information about projects only.

Recurring assignments
global only

Recurring assignment definitions (not the detail assignments generated by the recurring assignment)

All other pipelines refer to attributes of the person who owns the recurring assignment in the primary pipeline.

Survey results
global only

Results of surveys entered via the kiosk, one record per question answered

All other pipelines refer to attributes of the person who completed the survey in the primary pipeline. Note: anonymous surveys will return only blank data for fields associated with the person who completed the survey.

Trainings
global only

Training records - these are the entries of people into training courses, or records of a person's trainings

All other pipelines refer to attributes of the owner of the training record in the primary pipeline.

Training courses
global only

Training courses, these are the scheduled classes (instances of a training at a specific date, time, location and subject)

All other pipelines refer to attributes of the owner of the training course in the primary pipeline.

You can't access a training course's entrants in a report of this type.

See Also

Advanced/Custom Reports

Report Designer

Report Groups

Labels and Fields

Pipelines

Subreports

Display Formats