Reports - Positive Contributions Summary
Table of Contents
1. Introduction
The StarRez positive contributions/interactions module enables users to track and report on positive contributions made by members of the residence community, such as residents, dons, and other staff.
This article describes how to export a report that summarizes the details of contribution records in a PDF document that can be downloaded, printed, or emailed. An example of the report template is attached to this article.
With this report, StarRez users can easily share information about positive contributions with other residence staff, especially with those who do not have access to StarRez.
2. Prerequisites
This article is intended for Residence Life staff who have basic knowledge of the positive contributions module and entry management. Your residence site must also be licensed for the positive contributions module.
3. How to Export the Report
This section will describe 4 ways that you can export the report. You can run this report on a single contribution or entry record or on multiple records.
A. Reporting in the Contributions Directory
i. Report on a Single Contribution Record
1. Go to the Community module
2. Go to the Contributions/Interactions tab
3. Open a contribution record
4. Click on the Reports button
5. Click on the Contribution Summary report
6. Confirm that the Export type is PDF, then click on Export
ii. Report on Multiple Contribution Records
1. Go to the Community module
2. Go to the Contributions/Interactions tab
3. Select the contribution records by clicking the checkboxes next to the contributions
4. Click on Actions
5. Click on Reports
6. Click on the Contribution Summary report
6. Confirm that the Export type is PDF, then click on Export
B. Reporting in the Entry Directory
i. Report on Contributions for a Single Entry
1. Go to Main
2. Go to Entries
3. Open an Entry
4. Click on the Reports button
5. Click on Contribution Summary - By Entry
6. Confirm that the Export type is PDF, then click on Export
ii. Report on Contributions for Multiple Entries
1. Click on Main
2. Click on Entries
3. Select the entries by clicking on the checkboxes next to the entries
4. Click on Actions in the bottom bar
5. Click on Reports
6. Click on Contribution Summary - By Entry
7. Confirm that the Export type is PDF, then click on Export
4. Report Fields
The contributions report includes the following fields:
- Contribution Fields
- Contribution ID Integer
- Category String
- Contribution Type
- Contribution Sub Type
- Room Location
- Location Comments
- Assigned To
- Workflow Step
- Description
- Comments
- Reported By:
- Name
- Phone
- Relationship
- Participants:
- Student Number
- First Name
- Last Name
5. How to Request to Modify the Report
To propose changes to the report template, please submit a ticket. Since this is a globally shared report design, please consider how your suggested modifications will impact the report for other users.