A little more setup for a very advanced tool
Be sure to follow these instructions and click “Complete Setup” at end to update your profile and return to the dashboards.
Why the extra steps?
GHC can directly access basic Elvanto data. It cannot directly access attendance reports. In the next two steps you will create service and group attendance reports. But even then GHC can’t access them ordinarily… so we’ll get you to create some “dummy” groups that GHC can access and you’ll put the report links in the group attributes fields (which GHC can access). This is the best method we’ve found to supplement the API connector. Follow the steps below and once it’s setup then you won’t need to worry about this again.
Once you’ve done these two steps be sure to click that button at end to say you’ve completed this step to return to onboarding. If you have any issues use the support link on last page or from menu.
Setup Service Attendance Report
Setup Shared Attendance Report
- Create a new comprehensive report (Admin > Reports page > “Add Comprehensive Report” button)
- Add a title (whatever you choose). You do not need a description or category.
- Click “Add Report Item” and select “Service Individual Attendance” built-in report as an item
- Set:
- Date Range last 12 months
- Only people that did attend
- Filter services and people by relevant locations
- Hide times absent and attended column
- Show individual service grid (This is a new feature Elvanto introduced. The report won’t be recognised by GHC without this checked)
- Additional people columns
- Preferred Name
- Date added
- MemberID
- People Category
- Select “Add to report”
- Click “Generate Report”
- Click “Share”
- Set Access to Anyone with the link and copy link to the clipboard
- Close
Create group for GHC connector to access report
- Add Group
- Group Name must be: “Report of Service Individual Attendance“
- In the group Address field, paste the report link from the clipboard
- Save
Setup Group Attendance Report
You’ll now need to repeat the same process for the groups attendance report (including creating another “dummy” group for GHC to access the group attendance report).
Setup Shared Group Report
- Create a new comprehensive report as before
- Add a “Group Individual Attendance” built-in report as an item
- Set
- Date Range this calendar year
- Status active
- Check hide times attended
- Select Group category for groups of interest
- Add to report
- Generate report
- Note that if any group names have “&” in them the GHC connector will fail. Replace with “and”.
- Share
- Set Access to Anyone with the link
- Copy the link to the clipboard
- Close
Create group for GHC connector to access report
- Add Group
- Group Name must be: “Report of Group Individual Attendance”
- In the group Address field, paste the report link from the clipboard
- Save
Does your Setup Checklist look like the one below (all green, no spanners/errors)?
If your Setup Checklist shows errors then:
- return to the step that’s not green using the drop down menu above and review instructions
- ensure both comprehensive reports are shared to all who have the link (otherwise GHC can’t read it)
In some cases changes you make after initial setup won’t be instantly reflected in the Setup Checklist. If you believe you have fixed the issue highlighted simply go to the relevant page of the toolkit and see that data is being pulled through.