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--- admin_tools [2025/08/14 13:21] – wikiadmin
+++ admin_tools [2025/08/14 19:39] (current) – wikiadmin
@@ Line 25: / Line 25: @@
 =====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 and income 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 Events List" button at the bottom of each eventcount page. The "eventadmin" rights group is required to do this, otherwise the needed options are not displayed.
+[[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.
-  *Settings:
+  *How to get just the events you need in a report:
-    -Events for +/- 4 years: checked
+    -Check "Events for +/- 4 yrs" (or "Events for +/- 1 year" if you're sure that's all you need).
-    -Match this text:  Silver
+    -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.
-    -Number of Events to get: 12
+    -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.
-    -Number (of Events) to skip at top to get: 2
+    -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.
-    -Brief events history: checked   (or check Long events history for more info)
+    -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=====