The Stats Tool is part of the Basic Toolkit. You must have the Statistics sub-program of the Contributions program and, optionally, the Attendance sub-program of the Membership program to use this tool.
The Stats Tool puts data typically compiled in a statistics report at the fingertips of those who need it. Data is presented in a simple table that displays results for either the last date entered or a range of dates determined by the tool's user. As the administrator, you control which fields appear on the tool. This tool's strength comes from its ability to chart statistical data compiled in CDM+ without exporting to another program.
Setting up a new Stats Tool
After creating a new Stats Tool on the WMT website, you will be automatically directed to the tool's Options page. To re-enter this page at any time, go to the main page and click Options to the right of the tool.
In this window, you can:
- Change the name of the tool
- Apply custom filters to specify the data you want to publish
- Choose the number of dates you want the chart to show
- Choose the data fields you want the chart to show
- Choose the date display preference (columns or rows)
Changing the name of a Stats Tool
To change the name of a Stats Tool, delete the old name and type in the new one in the box next to Tool Name at the top of the Options page.
Setting custom filters for a Stats Tool
Stats Tool filters determine the data the tool will display. To display List Statistics data, choose the group type from the first drop-down menu and the group code from the second drop-down menu.
To display Event Statistics data, choose Events on the first drop-down menu and the event name on the second drop-down menu.
Stats Tool Custom Options
The custom options for the Stats Tool determine how the data is displayed on the chart. You will choose the number of dates to show, select fields to show and whether you want your dates to appear as columns or rows.
Choose number of items to show
You have two options here:
- Show only the last date entered into CDM+
- Show this many dates at once (followed by a drop-down menu)
Choosing the first option means viewers of the tool will only see data from the last date entered.
If you choose option 2, you also need to select the number of dates to show at once from the drop down. You also will see a new sub-option appear below it that says Prompt for date range? Placing a check in the box will allow tool viewers to select the dates for which they would like to see data using a calendar. If you do not check the box, the tool will automatically display the dates most recently entered in CDM+, and users could navigate backward by date.
Select fields to show
The fields available on this list will change depending on the selections you have made to the tool's Custom Filters. The names of the fields are drawn from Preferences > System Preferences > Contributions > Stats Fields > List Stat Fields.
Select fields by placing checks in the boxes beside them and they will appear on the tool.
Choose Date display preference
You have two options here:
- Show each date as a column
- Show each date in a row
Option 1 will display the dates as the column headings of your table with the fields listed as rows along the left. Option 2 will display it the opposite way with fields as the column headings and dates listed along the left side in rows.
If you have opted to show a certain number of dates at once, navigating among dates will appear differently depending on whether your dates are in columns or rows.
If your dates are in columns, the navigation links will appear below the chart with something like Previous or Next. (The actual verbiage is of these links is customizable in the tool's Designer.)
If you choose to display the dates in rows, the navigation links are up and down arrows that appear to the left of the chart.