Question

Photo of Joey Mouton

0

Org Chart and Reports

4

I have added member attributes to the org chart.

But I can't seem to find these fields in Reports?



  • Photo of Jeremy Turgeon

    0

    Hi Joey,

    There may be a better way to do this but here's how to pull up a report with member attributes.

    Org Unit.PNG

    1) Create a data view that applies to Group Member and use the Id of the group you want to report on.

    Group Member Group Id.PNG

    2) Create a report and point it to the previously mentioned data view (Applies To Group Member).

    Group Member Attribute Report.PNG

    3) Fill in the field names you want. I chose Person Name and Group Member Status.

    Member Attribute Results.PNG

    You should now have a report with group member attributes!

  • Photo of Joey Mouton

    0

    Thank you Jeremy...I must be missing something (new to rock)...but when I goto add the fields to the report, the member attributes that I added to the organization group and that appear on the org chart page, are not listed for selection.

    • Jeremy Turgeon

      Jeremy Turgeon

      I had the same problem until I restarted the Rock server. Go down to the bottom of the screen, click the "i" icon, and click 'restart'. The options show display after that.

    • Photo of Joey Mouton

      0

      restart didn't change anything...did you add member attributes under the organizational unit group type? I can see 'standard' person attributes, it's the new ones that I added just for this group type that I can't seem to find.


    • Photo of Joey Mouton

      0

      thank you SOOOO much Jeremy, that worked...I was totally missing the 'group member attribute'!