How to replace Pivot Report?

Ry Scales

So, I know that Pivot report functionality has been taken away from RE. But, there is a report that we used to run. But, haven't been; but I don't know how to generate the data to put it together in a different report.

So, we use RE primarily to track our Volunteers and the work that they do and then supposed to regularly generate a report to show what hours they do over a certain amount of time and to what area those hours are linked. It used to generate a report with these fields:

Then we amend the report like:

Is there a single report or other way to generate the data to get these same things?
Or even having to collate multiple type reports?

Thanks

Marie Stark

@Ry Scales You can export your query to excel and recreate the pivot in Excel. Unfortunately it is not going to update automatically. You would to copy the data to Excel each time you run it and refresh the pivot report

Elizabeth Johnson

@Ry Scales have you tried exporting the data and building your pivot directly in Excel?

I don't use the volunteer module but they do have 9 canned volunteer reports that you could experiment with. You can select each one and click here for more information on the report. The view samples link doesn't seem to work anymore.

Hope this helps.

Catherine Burns

@Ry Scales you can export the data as a csv file and then create a link to this from your Excel pivot report. To update the data just re-export and overwrite the csv then Refresh All in the Excel file. In some ways this is better than the old connected reports because if you discover data errors while you are working on it you can keep the Excel file open and export new csv data then just refresh it. With the old connected reports you had to close the report and regenerate it. The export is faster than the old pivot reports were too.

If you have the latest version of Excel then I recommend you use the csv legacy wizard for Excel. See https://support.microsoft.com/en-us/office/text-import-wizard-c5b02af6-fda1-4440-899f-f78bafe41857#ID0EBBJ=Newer_versions

Catherine Burns

@Ry Scales Oh, and you can have multiple pivot reports in the same Excel file, all linked to your exported data, you are no longer just limited to one report per export.