Campminder allows you the ability to save your custom-built user reports, or to save the criteria used to build a report. This comes in handy when you need to run a report often but the system doesn't already have a built-in one to meet your needs. You can save criteria in User Reports, Medical Reports, as well as other reports found around the system.
Video Tutorial
Save Criteria
Navigate to Reporting > User Reports > Camper (or staff, alumni, person).
Click the green ''New Report'' button.
Build out the report however you want on the "1. Selection Criteria" tab, with all the criteria you want to be able to use later.
If your Criteria Set requires advanced filtering, you will also enter the field or fields in the Advanced Criteria section (see the Related Links below for more info).
Enter the name under which you'd like to save the criteria set in the box under ''Saved Criteria Sets.''
Click the appropriate radio button to save the criteria set for just you, or for everyone. It's important to note: if you save it for "me", literally no one else can see this criteria, not even Campminder employees.
Click the green ''Save'' button.
These will now appear as gray buttons below, and you can click the button to fill in the data as you've specified. You can also save your criteria on the "2. Fields/Sort" tab, if you have a set of fields you want to save for later. Note that criteria saved on each of these tabs are independent of each other.
Save Reports
Like saving criteria, you can save a whole report (that also includes the criteria), so you can pick your criteria, fields, and sort options, then run the report with a click of a button.
Navigate to Reporting>User Reports>Camper (or staff, alumni, person)
Click the green ''New Report'' button.
Build out the report however you want on the "1. Selection Criteria" tab, with all the criteria you want to be able to use later
If your Criteria Set requires advanced filtering, you will also enter the field or fields in the Advanced Criteria section.
Do the same for the "2. Fields/Sort" tab.
Set any options on the "3. Options/Finish" tab, then click Generate Report
When the report runs, you can enter the name and pick a folder (default is "general" above).
Now, whenever you navigate to Reporting>User Reports> Camper, this report will be listed under the General folder. Just click on the gray button to run it.
You can also click Edit under this report to tweak the criteria you've set.
Why would you save criteria vs. saving a report?
Most of the time, it's easier to save a report, instead of only saving the criteria. But, there is one specific scenario when you need to save the criteria, instead of the report. And that's when you don't have the data yet.
Let's say it's October, and you haven't opened your season yet. But, you know you're going to be collecting your campers' level of swimming ability when you open your camper app. So, you build out a report with your criteria showing their answer to the custom question "swimming level," and when you try to run the report, you get an error:
You don't have the data yet! This means you can't save the report to run it later. BUT, you can save the criteria now, and then when you actually have the data, you can save the report later.