Reporting Tools
Introduction
The Reporting Tools plugin provides you with some additional tools to manage your user preferences and create merge documents:
The User Preferences List allowed you to view, modify, and remove user preferences on blocks. This is extremely useful when troubleshooting errors your users encounter with grids and grid filters
The Calculate Reporting Fields job generates a list of person attributes useful for merge documents, such as Family First Names, Family Full Names Without Titles, and Is Head Of Household, among others.
User Preferences List
After you have installed the Reporting Tools plugin, you should now have access to the User Preferences List block by going to Installed Plugins > Reporting Tools > User Preferences. With this block, you can filter user preferences based off the Person or the Attribute Key, and modify or delete them as necessary:
Calculate Reporting Fields
We have also added a new job, Calculate Reporting Fields, configured to run every midnight, which calculates the following attributes, added to the Extended Attributes Person Profile Tab:
For these attributes, we group people in two ways:
Family: This will list out all adults in the family
Giving Unit: This lists out all adults in the family that are part of the same giving unit. In the example above, Marty and Deb’s adult child lives with them, but is part of a separate giving unit.
The attributes are as follows:
Reporting Fields Update Date: This displays the last time these fields were updated. The Calculate Reporting Fields job will update anyone with a family member ( including themselves) who was recently added ( And thus doesn’t have an Update Date set) or has a ModifiedDateTime value greater than the Update Date. The first time the job runs, it will take several hours to update everyone in your database, but afterwards it’ll take around 2 minutes if you have 500 new or updated people.
Head of Household: This calculates if the person is the head of household for their family or giving unit. This is determined the same way Rock handles returning head of household: Sorting the adults by gender and returning the top result
Full Name With Nicknames and No Titles: This returns a family name in the format Nickname 1, Nickname 2 & Nickname 3 LastName. If several family members have different last names, it’ll return Nickname LastName Suffix 1, Nickname LastName Suffix 2 & Nickname LastName Suffix 3
First Names: This returns a list of the adults’ first names in the format FirstName 1, FirstName 2 & FirstName 3
Full Name With Nick Names: This returns a list of the adult’s names in the format Title Nickname 1, Title Nickname 2 & Title Nickname 3 LastName. If several family members have different last names, it’ll return Title Nickname LastName Suffix 1, Title Nickname LastName Suffix 2 & Title Nickname LastName Suffix 3
Last Names: This returns a list of the adults’ last names in the format LastName Suffix 1 & LastName Suffix 2 & LastName Suffix 3
Nick Names: This returns a list of the adult’s names in the format Nickname 1, Nickname 2 & Nickname 3
Titles: This returns a list of the adult’s names in the format Title 1 & Title 2 & Title 3
Full Name With First Names: This returns a list of the adult’s names in the format Title FirstName 1, Title FirstName 2 & Title FirstName 3 LastName. If several family members have different last names, it’ll return Title FirstName LastName Suffix 1, Title FirstName LastName Suffix 2 & Title FirstName LastName Suffix 3