How or where can I edit the fields displayed in Data Views?

Question

2

How or where can I edit the fields displayed in Data Views?

Ken Roach posted 10 Years Ago

The default Data View lists Nick Name, Last Name, Gender, Email.

Where can I edit this list of fields, or how can I create different views?

DJ Grick · Accepted Answer · 2014-03-17T07:50-07:00

3

DJ Grick replied 10 Years Ago

Great Question. It took me some playing to be able to figure this out initally.

As I understand it (and this is just from playing around not from Rock's developers) data view is just for compliling lists of people or informaiton. If you want to be able to export that information for another purpose you need to move over to reports. Create the search crieteria you want in data view then create a matching report.

An example would be that I work with teenagers and want a list of every 7th-12th grade student in my database. I create a dataview using graduation year or age as the filter.

data view.png

Then I move to reports and create a report with the feilds I want to include and I set my dataview field to the name I had given it:

There may be a way to do this with less steps or to chage the defult for dataview. But I am guessing this was the way it was intended to be used.

Edit Answer

Great Question. It took me some playing to be able to figure this out initally.

As I understand it (and this is just from playing around not from Rock&#39;s developers) data view is just for compliling lists of people or informaiton. If you want to be able to export that information for another purpose you need to move over to reports. Create the search crieteria you want in data view then create a matching report.&nbsp;

An example would be that I work with teenagers and want a list of every 7th-12th grade student in my database. I create a dataview using graduation year or age as the filter.

Then I move to reports and create a report with the feilds I want to include and I set my dataview field to the name I had given it:&nbsp;

There may be a way to do this with less steps or to chage the defult for dataview. But I am guessing this was the way it was intended to be used.&nbsp;

<p>Great Question. It took me some playing to be able to figure this out initally.</p>

<p>As I understand it (and this is just from playing around not from Rock&#39;s developers) data view is just for compliling lists of people or informaiton. If you want to be able to export that information for another purpose you need to move over to reports. Create the search crieteria you want in data view then create a matching report.&nbsp;</p>

<p>An example would be that I work with teenagers and want a list of every 7th-12th grade student in my database. I create a dataview using graduation year or age as the filter.</p>

<p><img alt="data view.png" src="/Content/RockExternal/Users/kcirgjd/data view.png" /></p>

<p>Then I move to reports and create a report with the feilds I want to include and I set my dataview field to the name I had given it:&nbsp;</p>

<p><img alt="Report.png" src="/Content/RockExternal/Users/kcirgjd/Report.png" /></p>

<p>There may be a way to do this with less steps or to chage the defult for dataview. But I am guessing this was the way it was intended to be used.&nbsp;</p>

<p>Great Question. It took me some playing to be able to figure this out initally.</p>

<p>As I understand it (and this is just from playing around not from Rock&#39;s developers) data view is just for compliling lists of people or informaiton. If you want to be able to export that information for another purpose you need to move over to reports. Create the search crieteria you want in data view then create a matching report.&nbsp;</p>

<p>An example would be that I work with teenagers and want a list of every 7th-12th grade student in my database. I create a dataview using graduation year or age as the filter.</p>

<p><img alt="data view.png" src="/Content/RockExternal/Users/kcirgjd/data view.png" /></p>

<p>Then I move to reports and create a report with the feilds I want to include and I set my dataview field to the name I had given it:&nbsp;</p>

<p><img alt="Report.png" src="/Content/RockExternal/Users/kcirgjd/Report.png" /></p>

<p>There may be a way to do this with less steps or to chage the defult for dataview. But I am guessing this was the way it was intended to be used.&nbsp;</p>

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Jon Edmiston

10 years ago

DJ,you are right on. Sorry we're a little behind on getting the reporting docs completed. They'll help a lot.