How To Create a Custom Report

For clients with Custom Reporting

Custom reports allows Organizational Admin to create ad-hoc reports using AmpliFund's data mart, including applicant data. Custom reports are available for Grantor, Grantee, and Lifecycle clients. These reports can be accessed by Organizational Admin, Department Admin and Users, Grant Managers, Opportunity Managers, and Additional Staff.

Although creating custom reports does not require coding knowledge, it does require a technical understanding of data tables and joins, as well as access to AmpliFund's data dictionary and data mart. We also recommend that users have their reporting requirements defined before attempting to create a custom report.

Prerequisite: Must be Organizational Admin

1. Open Reports>Custom Reports.
2. Click the  (Add) icon in the Icon Bar.
3. Add a report name.
4. Select the Custom Reports folder for a public report (will be visible to others in your organization) or the Custom Reports>Private folder for a private report (only visible to you).
   
5. Add a report description (optional). This description will appear on Reports>Custom Reports.
6. Open the Categories tab.
7. Select a data category to add to your report. This category corresponds to a data table in the data mart.
    Note: Once the first category has been added, only categories that are related by joins can be subsequently added.
8. Click the arrow button to add the category. Additional related categories can be added to a report.
   
9. Open the Sorts tab.
10. Select a data category to sort. Data table columns for that category will be shown. Data columns correspond to AmpliFund fields.
11. Select a column name to sort data. Click the arrow button to add column.
     Note: Sorts are hierarchical, with the topmost sort applied first.
    
12. Select sort order.
    
13. Open the Filters tab.
14. Select a data field to filter by. This will affect which data is shown in the report by default.
15. Click the arrow button to add field.
    
16. Add a data condition. This is the criteria that must be met for data to show on the report.
    
17. Check the Prompt For Value checkbox to prompt the user for a filter value before report is run.
    
18. Open the Layout tab.
19. Select a field to show on the report. The field name will appear as a column, with each row being a corresponding entry.
20. Click the arrow button to add field.
    
21. To display a formula/calculation instead of field data, click the fx (Formula icon) (optional).
    1. In the pop-up window, select a function type and click   Add, or edit the formula directly in the formula text field.
       
    2. Click Okay.
22. Select a summary function (optional). This indicates how the total for the column is calculated, such as a sum or count.
    
23. In the Summarize By field, select categories to group by (optional). Click the category name for additional formatting options.
    
    1. Check the Add space before each unique item checkbox to add a blank row before each group.
       
    2. Check the Include Header at the beginning checkbox to put a field value above each group. Choose which field to use, or click the formula icon to create a formula for the text.
       
    3. Check the Include Total at the end checkbox to include the summary values at the end of every group.
       
24. To add a header at the top of each page, check the Page Header checkbox. This is selected by default.
    
25. Click Page Header for additional formatting options.
    1. To add report titles, check the Include title at the top of every page checkbox. This is selected by default.
       
    2. To add images, check the Include image at the top of every page checkbox and click Change Image to select a file from your computer.
       
    3. If both images and titles are shown, select the position and number of columns to span for each.
26. To add a footer at the bottom of each page, check the Page Footer checkbox.
    
27. Click Page Footer for additional formatting options.
    1. To add a page numbers, check the Include page number at the bottom of every page checkbox.
       
    2. To add images, check the Include image at the bottom of every page checkbox and click Change Image to select a file from your computer.
       
    3. If both images and page numbers are shown, select the position and number of columns to span for each.
28. Check the Grant Total checkbox to summarize all data fields at the end of the report.
    
29. In the preview pane, click a sample cell and adjust formatting with the format toolbar as needed.
    
30. Click the  (Save icon).