Differences

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--- admin_tools [2025/08/14 12:40] – wikiadmin
+++ admin_tools [2025/08/14 19:39] (current) – wikiadmin
@@ Line 13: / Line 13: @@
 As of 6/7/2024, "Access Group" is supported in the Event Counts and Income helper, Event Registration List helper, Apply a contact's credit to pay for an invoice, Find contacts and examine them, including looking for duplicates, ECD Schedule View Helper, and E-Blast Helper tools.
-eventtools, eventadmin, and eventdev are the 3 levels of access supported in the tools that require login, especially in eventcount ([[https://fsgw2.org/eventcount.php]], Event Counts and Income helper) and find_contacts ([[https://fsgw2.org/find_contacts.php]], Find contacts and examine them).
+eventtools, eventadmin, and eventdev are the 3 levels of access supported in the tools that require login, especially in [[https://fsgw2.org/eventcount.php|eventcount]] (Event Counts and Income helper) and [[https://fsgw2.org/find_contacts.php|find_contacts]] (Find contacts and examine them).
   * eventtools or Staff or Board Member groups allow one to use the tool and do basic things in it.
@@ Line 22: / Line 22: @@
 There is no access control on our Admin Tools index page, anyone can view it: [[https://fsgw2.org/tools.html]]
+=====Using eventcount to create Events History reports=====
+[[https://fsgw2.org/eventcount.php|eventcount]] (Event Counts and Income helper) can create "Events History" reports showing the registration counts and fees for multiple events in a table, in HTML or CSV format. However, this doesn't have a separate button like other eventcount capabilities. Instead, it works through options on the "Go Back to Event List" button at the bottom (NOT the top) of each eventcount page. The "eventadmin" rights group is required to do this, otherwise the needed options are not displayed.
+  *How to get just the events you need in a report:
+    -Check "Events for +/- 4 yrs" (or "Events for +/- 1 year" if you're sure that's all you need).
+    -Set "Match this text in event names" so that ONLY the type of events you want are displayed.\\ This is 'dumb' search, it matches exactly what you type, not the individual words.
+    -In the list of events displayed, identify the group of events you want in your report. Set "# to skip at top" to the number of events displayed above the group you want. Set "# events to get" to the number of events in your group.
+    -Check "Brief events history" and click the "Go Back to Event List" button. The "Event List" page will re-display, with your report at the bottom. See if the report has exactly the events you want. If not, adjust your options, check "Brief events history" and click the button.
+    -Once the report has exactly the events you want, then if you want the long report with fees, check "Long events history" and click the button. The long report can take much longer to generate than the brief report.
+    -You can download a report, either in HTML for viewing, or in CSV format (Comma Separated Values) to load into a spreadsheet. To email a report for viewing, it is better to attach the HTML file, rather than copy-pasting from the web page into an email. The HTML file will preserve the format and readability of the report much better than copy-pasting.
+      -For an HTML file, click the "Prepare HTML download" button above the report and then click the "Download HTML File" link that appears below the button. Modify the file name as you think useful then click to Save the file.
+      -For a CSV file, click the "Prepare CSV download" button above the report and then click the "Download CSV File" link that appears below the button. Modify the file name as you think useful then click to Save the file.
+  *Example options settings, to report 1 year of Silver Spring Contra Dances:\\ This was used in August 2025 to report the events from July 2024 to June 2025
+    -Events for +/- 4 yrs: checked
+    -Match this text in event names: Silver Spring
+    -# events to get: 12
+    -# to skip at top: 2
+    -Brief events history: checked to show just Registered and Checked-in totals per event, OR
+    -Long events history: checked to show Registered, Checked-in, and fees broken out by Ticket Types
 =====How eventcount handles the "volunteer", "performer", "open band" Ticket Types, etc=====
-<text>The path to Ticket Type happiness in the Event Counts and Income helper (eventcount), is to always use "volunteer" and "performer" Ticket Types for $0 fee admissions, not some combination or alternative. And use "open band" for Open Band members.  If you need to have multiple distinct Ticket Types for $0 fee volunteers or performers, make sure that each Type starts with "volunteer" or "performer", followed by whatever words make each Ticket Type more specific. If a Ticket Type has a non-0 fee, then all this is ignored even if it contains "volunteer" or "performer".
+<<text>The path to Ticket Type happiness in the Event Counts and Income helper (eventcount), is to always use "volunteer" and "performer" Ticket Types for $0 fee admissions, not some combination or alternative. And use "open band" for Open Band members.  If you need to have multiple distinct Ticket Types for $0 fee volunteers or performers, make sure that each Type starts with "volunteer" or "performer", followed by whatever words make each Ticket Type more specific. If a Ticket Type has a non-0 fee, then all this is ignored even if it contains "volunteer" or "performer".
 All these string comparisons are case independent, so "volunteer", "VOLUNTEER", "volunteers", "VOLUNTEERS", "volunteerS", and "VOLUNTEERs" all match, etc.