Creating Power Reports

Korrio gives you an easy to use, but powerful, reporting tool that will help you generate reports about players, parents, coaches, managers and much more. One is able to describe what information to search for using simple words.

Let’s Get Started…

Can anyone run a report?

Only Administrators are able to run reports. This ensures only those that have the right to view the information can run a report.

What information do I have access to?

As an Administrator, you are only able to report on the information for people and teams that you have administrative rights to.

And only those with Financial access rights will be able to run reports that access payment transactional information.

Furthermore, if you are running a report on a Club page, then you will only be searching the information for that Club. If you want to find information for multiple Clubs or an entire Organization/Association, you must run the report from that Organization/Association page.

How do I describe the report I want to run?

Korrio has a set of pre-canned reports you can run called Quick Reports. All you need to do is enter in the value(s) you want to search on and Korrio will do the rest. Once you become more familiar with reporting, you may want to have more fine-grained control of exactly what you are searching for. This is called a Power Report, and the rest of the help file describes how to create these Power Reports.

To write the report description (also called a ‘query’), one writes it as a sentence with special words to indicate what information you want to find.

For example, if you wanted to find the full name and address for players that had ‘smith’ in their name, you would type:
Show name and address for players with name containing Smith
And then click the Submit button to run the report.

The real trick is to know what the special words are that query all the rich data that is stored in Korrio.

When you write a query, it is in the form of:
<Find> <Items to show in the report> <For> <People to Search> <With/Where> <Attribute> <Containing/Is/Between> <Value>

Examples

Here are a few examples to make it more concrete:

  • Find name, address for anyone with name containing Smith
  • Show name, address, state ID, date of birth for players with date of birth between 6/1/1995 to 12/1/1995
  • List name, e-mail for players with school containing Bellevue
  • Show name, gender, date of birth, dob validated, age, sport age, team name for players with date of birth between 1/1/2000 and 12/31/2000 and gender is male
  • Show name, child name, child date of birth for parents

Financial transaction reporting is slightly different. One must use the special key word transactions, and other searchable fields are available (all listed in the list below), Here is an example

  • Show date, user, reference user, program, amount, payment method, type for transactions where user  contains smith and payment method = credit card  including totals

So What Values Can I Search On?

Below is the list of all the key words that Korrio supports to create your query and find the information you want. You are able to select any of the values below and put them in the right spot in your query.

You’ll notice that there are some commands that have more than one way to call them (e.g. I can say Show name for players… as well as Find name for players… as well as Display name for players… and they all act the same way.) This allows you to write your query using common words, thus making it easier for you.

And remember, the general format of the query is:

<Find> <Items to show in the report> <For> <People to Search> <With/Where> <Attribute> <Containing/Is/Between> <Value>

First Word (Use one of the following):
Find
Display
Show
Select
List
Report
Output
Display

Items to Show in the Report (use as many as you want, separated by commas):
Name … Name of the person
Group Name (or Team Name) … Name of the ‘group’ the person is a member of (ie Team or Program)
Phone Number … Main phone number of the person, usually the home number
Address … Home Address
E-mail (or Email) … Email for the person
Work Phone … Work phone of the person
Mobile phone … Mobile number for the person
Alternate phone … Other number for the person
Gender … Male or Female
Date of birth (or DOB) … Date of birth of the person
DOB Validated … Has the birth date been validated?
Age … Current age of the person (this is a value Korrio calculates)
Sport Age …  ’U12′ or equivalent (this is a value Korrio calculates)
School … Where the person goes to school
State ID .. The official State ID of the person
Insurance name
Insurance Phone
Insurance ID Athletic objective
Team history
Awards accomplishments
Other interests achievements
References
Favorite Team
Favorite player
Hobbies
Allergies or Special Needs
Favorite Position
Nickname
Middle Name
Play Up
RMA Number
RMA Status
RMA Expired Date

For Queries on Parents
These are only available when you use Parents as the person to search

Child Name … Name of the parent’s child
Child DOB … Date of birth of the parent’s child
Child School … School of the parent’s child
Child Gender … Gender of the parent’s child
Child Sport Age … Sport Age (eg U12) of the parent’s child
And more (try using ‘child’ before any of the regular search terms)

Here is an example:

Show name, child name, child date of birth for parents

People to Search (use just one):
Players
Coaches
Parents
Managers
Admins
People
Users
Anyone

Attribute (use just one):
Use any of the key words listed in “Items to Show in the Report”

Containing/Is/Between
Containing … used for names
Is … used for names or dates
Is between … used for dates
Less than (or <) … used for dates and amounts
Greater than (or >) … used for dates and amounts
Equal to (or =) … used for all

Value
For  a text string, just type the string (eg, smith)
For a number, just type the number (eg, 5)
For a date field, use the form mm/dd/yyyy

How do I use ‘AND’ and ‘OR’ for even more powerful reports?
You can add the words “and” or “or” to the end of a basic search to narrow or expand your search.
For example, to find information for players born in 2002 or 2002, you would type:

Find name, date of birth for players with date of birth between 1/1/2000 to 12/31/2000 or date of birth between 1/1/2000 to 12/31/2000

Financial Transaction Reporting

To run a financial report, one must use the for transactions key phrase in your query. For example:

Show date, user, reference user, program, amount, payment method, type for transactions where user  contains smith and payment method = credit card  including totals

Here are the special list of key words to be used with financial transaction queries:

Reference User … Name of the player/registrant
User … Name of the parent of the player/registrant
Amount … Amount of the transaction
Payment Method … Credit Card, Check, etc.
Type … Debit, Credit, etc.
Program … Name of the Program associated with the transaction.
PayPal Transaction ID … Actual PayPal transaction ID associated with the payment
Including Totals … put at the very end of a Transaction query to total up the Amount column