1. CONVIO TRAINING 4
Reporting

2. Agenda Report Writer vs. Report Classic
Report Classic - TeamRaiser Reports
Participant registration report
Participant performance report
TeamRaiser summary report
Event Check in report
Team summary report
Report Writer
Naming Conventions
What is what
Run a report
Edit a Report/Copy a Report
Share a Report
Schedule a Report

3. Benefits of Convio SAA: What is Important Will Convio Help?
Event Based
Convio knows that we are an event based organization and the reports available to us reflect that.
Damage Control
Convio has a number of canned reports that are more “mistake proof” than others. Less flexibility with these but they are more likely to be accurate. Less human involvement = less human error.
Flexibility
There are dozens of reports that can be configured in hundreds of ways.

4. Report Classic Report Writer Canned Reports Created by Convio
Reports that can be created by the user
Pros:
Quick, easy & thorough. They are accurate because the user doesn’t have an opportunity to create inconsistencies with customizations.
Cons:
Not a lot of customizing available. Not able to copy or share.
Some Filtering Options
Constituent 360 -
Many Filtering Options
Pros:
A lot of flexibility with filters, output, etc. Pull almost any field you want into your output and view exactly what you want to view.
Cons:
Human error… Manipulating a report means more mistakes. User must learn to be vigilant and ensure customizations didn’t muddle results.
Some Output Options
Many Output Options
Not able to copy, or share. Export available.
Able to copy, save as or share.
Export available
Analytics
Some analytics

5. Reports Classic Reports you may find useful
Participant registration report – Holistic view of each participant. One registrant per line item with details. Includes: Name, contact info, team, fundraising, answers to questions they were asked during registration (ie: who are you swimming in honor of).
Participant performance report – View of participants fundraising progress. One registrant per line item with fundraising details. Goal, total raised, % of goal, etc.
TeamRaiser summary report – Holistic view of your event’s participation types. One participation type per line item. Lists how many registrants you have in what unit, how much that bucket raised, average donation, etc. One TR at a time.
Event Check in Report – Has emergency contact info
Team Summary Report – Overall performance of each team in you TR.

6. Reports Classic What you should know
A lot are useful – bang around and experiment
Export – As a pdf, csv, or html

7. Report Writer
Purpose of report writer is so you can choose your own output and filters.
9 Reports - We created 9 reports for you based on what your needs will be but they are yours to change. They are all in one giant list but fall into one of two categories
Event Reports - For participant reporting and summaries
All participants registered
All volunteers registered
All swimmers registered
Emergency contact info
All Team summary – Team total raised, etc.
Event overview – Total $, # of registrants, etc.
3) Financial Reports – For trouble shooting, tie out, etc.
Checks entered today – Checks entered on a certain day. For tie out.
Participant gift analysis – You choose the swimmer and pull all of the donors in.
Gift total – Gift detail report with all of the gifts for your TR. You set the filters.

8. Report Writer Edit a Report – Selecti columns, filter, etc.
Copy a Report - If you create a report, other users in your center can see it but not edit it. If you want to edit someone’s report, copy it.
Naming Conventions – User first name – report name
Share a Report – Run Report and then click share. Choose your audience.
Schedule a Report – Run report, schedule it, then share it with people. It will them when the report is ready.

9. What you should know
What you need report writer vs report classic for.
We tried to anticipate your needs, but this is trial and error.
There is more than one way to skin a cat, the challenge here is finding the best way and the best way for your chapter.
Setting filters in report writer is challenging. The fields are foreign to us. Use our reports if you get stuck.