PowerUp Challenge: Second Standard Reports Task

Crystal Bruce

Based on your feedback, we’ve introduced the option to include criteria in Standard Reports that are generated as PDFs. Take the report you ran, generate it as a PDF with criteria included, and let us know how including criteria has helped you analyze your data.    

Sara Niemiec

Honestly, it helps remind me of what I did, what I was looking for, when I ran a report, especially if it's something that I do only monthly, semi-annually, or annually instead of daily. I love the ability to show my work when building things. It helps me improve processes.

Jordyn Kieft

Including the report criteria in my reports is helpful to see because these reports are public and the criteria can be altered. So, I can ensure that the criteria are correct when I'm running the reports! I can also use this information when creating new reports that are similar to the report I ran.

Sarah Krenicki

Criteria is a must when I want to replicate a report!

Amy Babcox

The most critical reason for including criteria is reproducibility. You have the output (the report), but you don't know exactly how it was created. If you, or a colleague, need to generate the same report a month later, you can't be sure you'll get the same results unless the criteria are documented.

Lauren Williams

The criteria are extremely helpful when I need to recreate the same report later and it also helps me when multiple people run reports and get different results, we can compare the criteria to see where the differences are. We can also look at the criteria and decide to try running the report again with different criteria to see how it changes.

Adrienne Cruise

The criteria is very helpful, especially when the results are not as expected (and I can show the boss what she actually asked for versus what she thinks she asked for).

Julie Rempfer

It is definitely helpful to see the criteria used and to make sure it wasn't changed by someone else!

Miki Martin

Including the criteria is helpful to show directors and others who request information exactly what we used. That way, if the results are not quite what they were expecting they can see what we entered and modify if necessary. To me, it's like having to show your work on math problems in school. If there's a mistake or the result isn't what you were expecting, you have a roadmap to see how you got to your answer and can then adjust or correct.

Nickie Cornett

Including criteria cuts back on follow up questions from team members and allows me to quickly be able to double check myself. The one thing I don't like it that it is an opt out. I don't want it on my daily reports that I use and it is obnoxious to have to remember to check the box to opt out.

JoAnn Strommen

Helpful especially when sharing with team so that we know what we are looking at. :)

Michael Stabach

We are copying reports so often; this eliminates clutter knowing we already have a report + also helps when needing to make small changes. Sometimes the reports get so complex, it helps us explain exactly what criteria we used & why.

Lauren Phillips

Having the criteria helps to see what was used to obtain the results and makes it easier to make changes if necessary.

Cynthia Tsun

yes, it is very useful

Amy Dana

This is SO helpful because sometimes I can't figure out why the results aren't what I wanted and looking at the criteria in a different way helps me see what I missed.

Dylan Medina

Being able to include criteria is very helpful as it allows people to quickly see what the criteria is rather than be re-told or have to reference an email.

Joe Henricks

Having the criteria on the report is great for checking the results ourselves and for the donor officers to see what was selected. It also avoids having to manually type what criteria was used in an email to the donor officers.

Carrie Powell

As others have said, the list of criteria is helpful to know the report's parameters, so it's easy to see at a glance what was included or not included in case the report doesn't come out as expected.

Shyamala Magdalene

Including a criterion while running a report is so helpful: to compare results, especially, for others to see what the criteria is or when checking back at a later time.

Jaclyn Whitelock

I love this!! You would not believe how many times I build something, and go back to it later forgetting how I built it. This is great for spot checks and ensuring your criteria is both what you had intended to pull, and so helpful administratively.

roger berg

Adding criteria is a great feature. It will save me time in not having to create a separate document of "breadcrumbs" to help document what I used to create the report. Nice addition.

Irene Hui

Helpful to have when needing to create another variation of a report or to see what the report criteria was.

Jenna Lausterer

Adding the report criteria is critical when you want to duplicate reports at a later date. It's a great addition.

Rachel Cavalier

https://community.blackbaud.com/discussion/comment/306946#Comment_306946

I agree with Sara - although for me, it's also useful to be reminded of what I did just a few minutes ago when I ran the report if I get distracted answering a colleague's query while waiting for it to finish!

Remus Blais

I believe it's a great idea. It ensures that anyone reviewing the report understands exactly which filters and parameters were applied, improving transparency, consistency, and collaboration across teams when comparing results or tracking progress.

Rachel Kave

Including criteria for us helps tell our story and helps leadership to understand what the data is saying.

Janet Linaweaver

Including criteria was very helpful. The requestor wasn't able to review the report for a week after I completed it. It was great to refresh their memory about what exactly they requested.

Kris Pearson

It is nice to have criteria included on the report so when others are viewing the report or asking questions the criteria is right there and you can walk through and explain it as needed without going back to the report.

Shannon Koehn

https://community.blackbaud.com/discussion/83525/powerup-challenge-second-standard-reports-task

The criteria page is something that my users like to see. Answers questions about how the data was compiled without the need to contact us.

Morgan Nikolov

The ability to include criteria has been extremely helpful, so I can easily reproduce the report at a later time. Furthermore, it makes it easier to spot discrepancies between the reports when the criteria included.

Heather Ivory

Adding criteria helps my management team better understand the results. Often, one way of viewing the data doesn't provide the most useful information for decision-making. It is important to analyze the criteria as much as the results.