Knowledge Base

Custom Report Example - Activity and Skill Totals Report

This example uses the Activities and Skills module. It shows how to group records and give a summary total of the number of records in each group. The query produces a list of activities and skills and counts the number of individuals for each one.

  1. First you will need to define a query. Do this by going to: Membership > Activity & Skills > Other Output > Custom Reports. If you have never created a Custom Report in this module, PowerChurch will prompt you to enter a title for your query (otherwise click on the button labeled Add). Enter the title "Number of Individuals in Each Activity/Skill" and click OK.
  2. Our next step is to build a filter that will select all activity codes. On the Pick a Field tab, scroll down and click on the Activity Number field and click Next Step. On the Pick an Operator tab choose the Greater Than operator and if the Enter a Value tab is not displayed automatically, click Next Step and enter 0. Click Done and Done again.
  3. At this point you will be asked, "Do you want to run this query now?", click Yes. A dialog box will be shown that briefly describes how to use the Field Picker Dialog box. After reading, click OK.
  4. The Select Fields to Show in Query dialog box is displayed. Choose the following as output fields by double-clicking them: Activity Number, Activity Description and Profile Last Name. Remain in this dialog box for the next step.
  5. Now we are going to define a Group. Click the Activity Number field in the list of selected fields. Then click Group to see the Select Group Field Type dialog box. If it is not already selected, click Group records first by this field (GRP 1) and then click Done.
  6. Next, click on Profile Last Name and click Group again and choose Count number of records in each group (CNT). This option counts the number of records in each Activity Number group. Click Done and then Done again.
  7. On the Query Overview window, click Edit Sort Order, scroll down and double-click the Activity Number field and click Done. At this point, the Query Overview window should look like the following picture.

  8. Uncheck the option to Browse query results and click on the Run Query button. The Setup for Column Layout Report screen will be displayed. Change the Output Direction to Screen and click on Start report. The results should resemble the following illustration, but displaying your activity numbers and descriptions.

This article applies to the following PowerChurch versions:
PCPlus V 7, PCPlus V 8, PCPlus V 8.5, PCPlus V 9, PCPlus V 10/10.4, PCPlus V 11/11.1, PCPlus V 11.5/11.55, PowerChurch Online

Created: 12/03/2009
Last updated: 04/08/2015