Individual chips
Individual sheets - Kyrios ChMS
In the individual sheets you have a huge amount of information available so you can create reports tailored to your needs.
Using this feature is simple and you can use your own Word or Excel to define the report you want, which you then upload to Kyrios to be generated with your data.
Below we show two examples of how you can create a report to present Parishioners' marriage data, one in Word and another in Excel.
Example of how to create a report in Word to present Parishioners' marriage data
Firstly, you must open Word, place the static texts, that is, those that are not generated by Kyrios, such as the Title, header, footer, tables and styles:
Now let's add the variables that will be filled in by Kyrios. In this case we will use the following (below there is a table with all the variables available for the Individual Cards):
- {d[i].entity.name}
- {d[i].entity.mobilephone}
- {d[i].entity.phone}
- {d[i].entity.email}
- {d[i].entity.civil_status}
- {d[i].maritial_status}
- {d[i].wedding_date}
In the first line of the table we will place the variables, as described above, as it is the first line, but in the second line we want Kyrios to know that it is to place all the remaining lines it has, so we have to add +1 after {d[i]., looking like this:
{d[i+1].entity.name}
This way, Kyrios will interpret what you put in the Word file to fill the table with all the records that are in the Kyrios filter.
So our report now looks like this (You can download this model here):
Now we will upload the file to Kyrios and we will also indicate where it should appear. Therefore, you must open the Reporting module:
Then you must click on “Add Report” to add a new report and fill out the form, attaching the report file you just created in Word.
In the example, we fill out the form as follows:
- Name: Individual files – with marriage date (WORD)
- Report Type: Detailed List
- Module: Individual sheets
- Export type: PDF
- Report file: here you must attach your Word file
After clicking Save, you can access the individual records module and you should find your report already available (if not, refresh the page). These reports appear before the predefined Kyrios reports to make it easier to identify them:
As the data that appears in the report is what appears on the screen, it is advisable that before clicking on it, you filter the data you want.
In this case, as we only want data from Parishioners that are active, we will select these filters:
Now with the data properly filtered, we can now click to generate the report:
As we configure it to generate a PDF file, what will appear is the following:
Example of how to create an Excel report to present Parishioners' marriage data
Firstly, you must open Excel, place the static texts, that is, those that are not generated by Kyrios, such as the Title, header, footer, tables and styles:
Now let's add the variables that will be filled in by Kyrios. In this case we will use the following, which are the same as those used in the Word example above, plus the spouse's name (below there is a table with all the variables available for Individual Forms):
- {d[i].entity.name}
- {d[i].entity.mobilephone}
- {d[i].entity.phone}
- {d[i].entity.email}
- {d[i].entity.civil_status}
- {d[i].maritial_status}
- {d[i].wedding_date}
- {d[i].entity_spouse_description}
In the first line of the table we will place the variables, as described above, as it is the first line, but in the second line we want Kyrios to know that it is to place all the remaining lines it has, so we have to add +1 after {d[i]., looking like this:
{d[i+1].entity.name}
This way, Kyrios will interpret what you put in the Excel file to fill the table with all the records that are in the Kyrios filter.
So our report now looks like this (you can download this model here):
Now we will upload the file to Kyrios and we will also indicate where it should appear. Therefore, you must open the Reporting module:
Then you must click on “Add Report” to add a new report and fill out the form, attaching the report file you just created in Excel, saving it in ODS (OpenDocument Spreadsheet) format.
In the example, we fill out the form as follows:
- Name: Individual files – with marriage date (EXCEL)
- Report Type: Detailed List
- Module: Individual sheets
- Export type: XLSX
- Report file: here you must attach your Excel file
In this example, we chose to indicate that we want to generate an Excel file, so we can open and filter the records.
After clicking Save, you can access the individual records module and you should find your report already available (if not, refresh the page). These reports appear before the predefined Kyrios reports to make it easier to identify them:
As the data that appears in the report is what appears on the screen, it is advisable that before clicking on it, you filter the data you want.
In this case, as we only want data from Parishioners that are active, we will select these filters:
Now with the data properly filtered, we can now click to generate the report:
As we configure it to generate an Excel file, what will appear is the following:
