Hey @Hollie C. , Thank you for the additional context! I am happy to share more thoughts.
1. While I advised against pulling in the Events Tier 1 (for Option 1), that’s mainly because I am cautious about including too many forms in one report section. It’s important to be strategic when adding this level of complexity. For this purpose, I think it would be ok. Any of the forms under the root form would need to be set to “Sometimes” for the Required setting.
2. How you set up your filters for this report section is important with so many forms included; Filter Logic is a must to ensure you don’t unexpected exclude records you need to see. For the Services Tier 2 and Attendance Tier 2, if you want to include Participants that have either, then those filters will need to use OR logic, for example: (Date of Service filter OR Date of Attendance filter). Depending on how many filters you need to pull in the right records for each Tier 2, you may want multiple sets of parentheses.
3. With point 1 above in mind, when you say you need the Event Tier 1 information like Topic, are you filtering by this to get unduplicated counts for specific sets of events that tie to specific funders? If so, then that should be fine, but again, use Filter Logic. While it makes sense to filter for only certain Event Topics for one unduplicated count, we have to be strategic to avoid limiting to only people who have Event Attendance since it’s my understanding that you want to see people with Attendance or Services. You also have to keep in mind that if you are filtering for different Topics, you will only be deduplicating within that group. Someone who also attended other topics will show up in another group as well.
While I don’t know exactly how you are trying to set this up, here is an example of what this might look like. You can reach out to our Support team with a link to the report if you want them to double check.
Example Filter Logic: (Date of Service filter or (Date of Attendance AND Topic))
4. Good question about the “Using Field” setting. Because we are talking about unrelated Tier 2s, Apricot is trying to figure out what connection they have. I would stick with the “Record ID” default because that’s saying keep Tier 2s associated with the Participant Profile Tier 1 they live under. I am pretty sure you are seeing “Enrollment” as an option if you have your Program Enrollment Tier 2 linked to Services. While you aren’t pulling in Enrollments data to this report, Apricot still sees that as a possible connection for the other Tier 2 forms. This shouldn’t be referring to the Enrollments feature. Your explantation of how changing to “Enrollments” is correct, but that only works if you are pulling from two Tier 2s that are linked. Enrollments linking to Services is one of the most common applications so you only see services delivered under a specific program. That doesn’t apply here since the Attendance and Services are not linked or related. This is also why we are using the “Sometimes” setting and why we can’t use this report section for any other details because the rows will be off. The “Count Distinct” option applied to Record ID for the Participant Profile will still give you the unduplicated count you want.
5. I’m glad you are considering Impact Hub. It’s a very robust tool, but I understand wanting to wait until you’ve made some configuration updates. I highly recommend our free training to get more familiar with the best practices. I am still learning the tool myself, but I do believe Data Standards are a lot like Universes in ARR. Here is a good resource to explore:
6. I wasn’t sure if you had Results Reporting in your package, but if you do, that’s another possible solution as it’s more flexible and robust than Native Reporting. I don’t have the exact setup to recommend here, but our Support team may be able to help.
