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RoadMap: Reporting Analytics

Type: Blog Post
By: Curtis Harris on 5.31.11 in -RoadMap-
Keywords: Reporting

Development Complete: Jul 2011
Scheduled Release: TBD
(after rolling this out to a handful of churches, we have discovered a number of things that need to be resolved to give you a more reliable solution, we apologize for the delay)

Reporting Analytics is an extremely powerful reporting tool, giving you a great deal of flexibility and access to your data. Fully trained users will be able to build complex reports that join together disparate sets of data, as well as control the data output fields and format. These user defined reports can be published for other users to access.


How it will work:
  • Access will be made through a direct web address; not through F1 portal.
  • You must have at least one reporting security right to be authenticated.
  • Data sources include: Contributions, Groups, Ministry and People.
  • Contributions and Ministry data sources are only visible to those with the requisite security rights.
  • The “Ministry Report” security right gives access to all Ministry data regardless of specific ministry rights.
  • An assortment of “Global” reports pre-defined by FT will help get you started; you can copy these and modify them as desired.
  • Any report definition can be saved with the option of sharing it among staff.
  • Throughout the process of defining the report, you are encouraged to constantly preview the data, make a small change, and preview the data again; this ensures clarity in the definition process.
  • You are given full control over what is displayed and how to display it including sort, group, and arithmetic function.
  • You control color, pagination, order, and header/footer details with the Style section.
  • Chart options include: Trend, Pie, Plot, Bar, Funnel, and Gauges (similar to a car gauge).
  • You can export as doc, csv, mime, xml, and rtf.
  • Clicking on a saved report immediately runs the request and presents the data; with the option to limit the results to 1, 10, 100, 1000, or all records.
  • Grouped data results are presented as "live" and can be drilled in upon.
  • Column headers can be used to quickly sort results on the fly.

Considerations:

  • This solution is complex and capable, as such it requires that you complete a 1-2 day certification course on Reporting Analytics in an effort to to improve your productivity.
  • Ad Hoc Reporting does not replace the Report Library, rather it augments it.
  • Approximately 70% of the data is represented with more being added.
  • Once you are “turned on”, historical data will begin being collected; i.e. – status changes can be viewed over time.

Design:
Here's a peek at the designs we are working with now.  Please note that all of these should be considered a work in progress as the design may change based on usability testing.
 

Report List
Select pre-built Global Reports
or go directly to your library.

Data Sources
Four data sources: Contributions
Groups, Ministry, and People.
 
 

Field Selection
Add one or more fields and
define how they behave.

Style
Control color, pagination,
order, and header/footer.
 
 

List View
View results as a list
and sort with columns

Charts
Show results graphically by using
the chart and gauge options.
 
 

 


Available for the following Edition(s):      Premier      Select      Core        [Find my Edition]

 

-- We love and appreciate all comments, but in an effort to improve productivity we will not typically respond until timing is most relevant; please be patient. --

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Curtis Harris
F1 Staff
177 posts

Comments (11)

ddoell said on 7.20.11

What type of training is going to be offered?

Curtis Harris said on 8.17.11

Debbie, there will be free webinars to introduce it and paid onsite training (our headquarters in Dallas); I believe it will be a two day course.

Neil Nuttall said on 9.19.11

Hi Curtis, I've just become aware that one of our admin staff is spending hours a week consolidating data and creating reports for our exec team, and monthly board reports. I was horrified to learn that she needed to do this. I suspect that this will give us the details that are required (pitty it doesn't access existing historical data). Where are we at in your controlled roll-out? Also, are there any plans to implement an executive dashboard? That'd kill, especially if it allowed you to drill down into details. Are there any 3rd party solutions that can do this via the API?

dwright said on 11.02.11

Neil,

You may want to take a look at Tableau Software (www.TableauSoftware.com). I am currently using it to create several "dashboard" views for multiple clients, however, I am just using weekly, scheduled CSV extracts. I have upwards of a million records for some of my reports and it takes literally seconds to refresh each week once the data is downloaded from F1. I have some redacted examples here from an assortment of data sources, including F1 (https://benstroup.box.net/shared/static/zjnxol6hi6ru27oj.pdfib5k) if you are interested. Tableau is literally "drag and drop" simple, but also lets you go as deep into SQL as you care to go for more complex reports. It saves most of my clients DAYS of time! Hope this helps!

MDavid.Wright@GMail.com

dwright said on 11.02.11

Neil,

The link above to the examples I mentioned has been changed; you can pull the examples from my Dropbox account here: http://dl.dropbox.com/u/8589036/David%20Wright%20-%20Examples%20-%20Data%20Visualization%20%26%20Analysis.pdf

Sorry for the confusion.

MDW

Anthony Visconti said on 11.23.11

Dwright, 

You mentioned that you are using data downloaded from F1, is this a manual or automated process for you? 

Thanks,

Tony

David said on 11.23.11

At the moment I just manually download two F1 reports (G2050 & A2510E with all fields, all years), then do some quick custom (for us) data manipulation in Excel (takes less than 15 minutes) before hitting the refresh button in Tableau.

Neil Nuttall said on 12.17.11

Hey F1 team, loving your work with InFellowship and all, but Q4 '11 is just about to come to a close, when's the broad release going to be happening? 6 months is a pretty long roll-out

dwright said on 1.26.12

F1 Team - I too, would like to have an update on the Reporting Analytics. It is now Q1 2012, so we are significantly past the Q3 2011 roll out date that you listed as a target last May. Is the project that far behind? Has it been cancelled altogether? Has it been rolled out already with no notification? Is anyone monitoring these posts at all???

Thanks in advance for any information you can provide,

MDavid.Wright@GMail.com

Curtis Harris said on 1.26.12

Neil, Dwight - I am working at getting an answer for this now.

Curtis Harris said on 1.27.12

Neil, Dwight - after releasing this to a subset of churches, we have discovered a number of issues that need to be resolved for this to be a stable/reliable solution. We are in the process of identifying how to resolve these issues with minimal impact to the other features we are actively working on. As the discussions unfold I will update the status here.

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