These tools will allow you to format the data in a report and help you to organize it and make it easier to analyze.
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👉 Columns and Filters Feature: Here is an example of using these tools to organize a Logged Hours Raw Data report to see the total hours by Activity and then broken down by Volunteer. Below, you will also find a video to demonstrate these steps.
1️⃣ Choose criteria: First we select which fields to include in the report.
Note: We added Database User ID to help organize by volunteer.
2️⃣ View Logged Hours & Open Columns view: After you select View Logged Hours to view the report, there is a small button on the right named “Columns”. Open this to see the options for Groups and Values.
3️⃣ Drag and drop to organize: Drag and drop the different columns you’d like to use to format the data.
Group: The section will consolidate the data based on the columns you drag here.
Value: This section will total the values for the columns you drag here.
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📽️ Columns and Filters Feature Demonstration Video:
Please note: the video includes the Activity Report Group field which is not present in all types of accounts.
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🤩 Admin Tip: Need a Chart? Highlight the data in the preview and right click to see the option for “Chart Range”. From here you can make a bar graph, pie chart, line graph and more!
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📖 These help articles provide written instructions for the steps above:
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