Ideas

Allow “Combine Family Members” in reports

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Allow “Combine Family Members” in reports

1.13.4 Reporting Complete

Similar to how “Combine Family Members” works in the Mail Merge functionality, it would be nice to have a way to generate Reports based on Data Views with a “Combine Family Members” transformation. Since each row would otherwise have their own (possibly different) values, each field in a report with that option turned on might need an additional configuration to determine what is output. Typical options might include SUM and FIRST, so that fields like “contribution amount” could be added together and the sum displayed, and fields like “Address” could just take one of the values (whichever row would have been “first” in the report). Advanced fields like “Name” might have their own one-off configuration options on such reports so that you could determine how the family name was printed, or perhaps a third “typical” option would be a Lava template.

With this type of functionality, you could far more easily create reports in Rock that has one row per family, but with person-based information, rather than having to export a list of people to Excel and do it there manually (which I've done more times than I care to count :P).

Photo of Andrew ZollSubmitted by Andrew Zoll, Christ's Church of Flagstaff  ·   ·  Reporting
Photo of Jon EdmistonComplete Jon Edmiston, Spark!  · 

A new Head of House post-filter transformation has been added in v13.4.

Planned Version 13.4
Ministry Strength 4 / 5
Feature Size Large
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