It would be very helpful to see a report in grid format that shows all the requirements for the early ranks (scout thru 1st class) as rows down the page with columns across the page for each scout in a patrol. For practical purposes to fit all columns on a page, I think this would have to be patrol by patrol (rather than a whole troop). This would show who has and hasn’t earned each requirement. It can be useful as a guide for the leadership and PLC to determine how to prioritize skill instruction planning. Perhaps this could be further expanded with options to limit for just one rank or for all ranks.
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I believe that can be accomplished using the custom report functionality. Have you tried that.
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I think these can already be built in Report Builder, no? I used to do this all the time for our troop.
ETA: Ninja-ed again by Jacob…
ETA2: You can even expert the results to CSV and do various custom formatting for the SPL/PLs so they can plan troop and patrol meeting work to address any global gaps.
@JonChuchla- do you mean like this:
Can you give me some hints on how to get this result? I’m not seeing it.
In any case, something like this should be a standard report. Seems like it would have universal usefulness.
@JonChuchla- so reports at the left side of sb+ then New Report then new custom report (report builder) then you will get this page
You can give the report a name, save and share it
You kinda alluded to the issues with that in your first post when you mentioned potentially expanding it to the other ranks. Each unit (and possibly different groups of of us within any given unit) will have slightly different goals with the report:
- something really quick that’s just a yes/no boolean on whether a requirement is complete
- the dates of completion so things can be back-checked against handbooks
- the text of the requirements vs just the requirement numbers
- everything through First Class, just Scout rank, just Tenderfoot, just…
- …
So, allowing custom reports to be defined was a reasonable compromise. We can save and share the reports within a given unit, so that anyone who has the “permissions” to run a given report can run the shared one. I built one for Trail to First Class that just got updated to add/remove scouts as new ones joined and existing ones moved on to working on Star and beyond.
You raise some good points. But at the same time, the fact that I came here with this in the first place is evidence that it’s not obvious on how to achieve these custom reports. Or that something called “custom reports” is where you’d go to see a scout’s advancement summary. Perhaps if we gave people a report to start with that could further be edited, that would be a handy starting point for many people. None of the default reports are editable. I don’t know if it’s possible to put editable reports there. Or give everyone a custom report to start with. Like your “Trail to First Class Requirements” report. They can click on that report and experiment with all the checkboxes for how it might be done. Most people aren’t software people. They don’t think like we do.
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@JonChuchla- you should build the report you want, save it and then share it with your unit. That is what i did years ago.
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