Nonprofit organizations often rely on data from multiple forms within Apricot to generate comprehensive reports. However, pulling data from various sources can lead to challenges, such as duplicated or restricted data. The webinar focuses on strategies to ensure accurate and expected results when reporting on data from tier one profiles and tier two forms.
The foundation of effective reporting is establishing the "root form" - typically the tier one profile - as the starting point. Linking relationships between secondary forms must be properly configured to avoid duplication. Additionally, the webinar covers various techniques to limit the data displayed, including filters, the "required" setting, and limits. These tactics allow organizations to tailor the reports to their specific needs and storytelling objectives. The session also highlights best practices for applying filters, utilizing global filters, and understanding the impact of filter logic and placement in relation to limits.
Building Reporting with Multiple forms: A Best Practice Guide Presentation Slides
