This post was last updated on February 19th, 2024 at 04:14 pm.
A beta version of custom reporting has been released for IconCMO!
IconCMO Custom Reporting is designed to help you get the information you need from IconCMO as quickly as possible.
How to Access Custom Reports
You can find it in the menu under System→Utilities→Custom Reports.
To give a user ID access to this window, go to System: Security: Membership and select a user ID. You can then assign ‘Read-Write’ access to the custom reports window and click the save button.
Current Features
- Choosing a data set for display.
- Choosing which columns to show, as well as what order those columns ought to appear in.
- Minimal sorting functionality.
We have lots of ideas for improving IconCMO Custom Reports, including…
- Saving custom reports for later use.
- More data sets from IconCMO.
- More sorting options.
- Filtering or limiting the output by some criteria, such as name or date range.
- Further performance improvements, especially for large data sets.
- Formatting options.
IconCMO Custom Reporting is still in its very earliest stages, and we will be continuing to improve it! It should be helpful as-is for some churches and it is definitely a good basis to provide some really great functionality moving forward. This is a completely new kind of program for us, so there’s a lot we will be learning over the next couple months.
Please leave a comment below and let us know what would make this tool more useful for you!
I like the concept and it looks to be a great start to the user interface. If you could update it such that the reports could be exported to MS Excel (natively or via CSV), then we could use Excel to filter out the data and format or merge with other reports as needed. This would make the reports immediately useful while we wait for more robust features to be added.
Thanks for the feedback, George!
Nice article to see about the IconCMO. Thanks for sharing
Not very helpful to me at this point but it looks like it might be promising in the future. Reports that I have wanted but been unable to produce without editing, are directories by group; monthly fund reports for a fund that shows starting balance, income & expenses and ending balance for one or more funds.
Hope this helps!
Great! Thanks for letting us know how you would like to use the custom reports, Pat!
Took a quick look, but for now it does not seem very useful. Looks mostly so far to be everyone or everything in a particular area of the database, with user-defined pieces of data printed for each person or each thing in that area. When the filtering and cross-area searching comes, the idea of custom reports will be a HUGE help to us. We continue to manually (read inefficiently and often inaccurately) sort different groups by gender, age and relationship status, e.g. phone numbers for men over the age of 21, email addresses for single individuals between ages 20 and 30, mailing address for mothers of girls between age 12 and 18, a list of people who have joined as members over the past year and who are parents of children that are younger than 5, all contact info for who volunteered to drive for events and who have light carpentry skills and who have indicated an interest in disaster relief work, etc.
Thanks for letting us know how we can make this tool more useful for you, Pastor Scott!
I agree with Chuck. I believe we’ll get a lot of use out of this.
Great! Thanks for the comment, Michael!
I will definitely be kicking the tires of this new feature. Thanks for implementing it.
Chuck
That’s great to hear, Chuck. Can’t wait to hear what you think!