OSMR : Example report
OSMR allows you to report against your OSM data across multiple sections.
OSMR allows you to report against your OSM data across multiple sections.
The example here is a set of instructions for District Waiting List admins. However, the principles involved are relevant to anyone who wants to use OSMR to create reports for their Section, Group or Unit. All you need is minimum READ permissions in OSM to Personal Details and Flexirecords on any section you want to report on. Adapt Steps 1 to 6 approach to your specific reporting need.
Open OSMR and login to your OSM account
This must be the account that has the necessary permissions to read personal details and flexirecords on all sections in scope of the report.
In OSMR, use the SECTION drop-down to select all (16) Waiting List sections.
The names may vary - look for "waiting list", "ready to join" and "register of interest" etc.
Don't forget to include the City of Portsmouth WL.
Select REPORT TYPE = 'Members & WL'
Click the green 'Run/Edit Report' button.
A progress window will show you how the data collection is going.
Notice the 'Reads remaining' count: OSM restricts users to 1000 automated data 'reads' per hour. If your report needs more than 1000 reads to complete, you will need to break it into smaller reports (perhaps just a selection of sections) and run it over multiple hours. The Distirict Waiting List report uses LESS than 1000 reads.
After data collection, use the 'Select fields' dialogue to chose the information to include in your report.
For the District Waiting List report select:
Under Members > Core Fields > Core Member Fields
First Name
Last Name
Date of Birth
Group Name
OSM ID
Under Under Members > Core Fields > Primary Contact 1
First Name 1
Last Name 1
Postcode 1 1
Email 1 1
Phone 1 1
Under Waiting List
Added to WL
Time on WL Days
Click Generate Report
Move fields from the BLUE area to the GREY area in the following (strict) order
id
OSM ID
Added to WL
First Name
Last Name
Group Name
Date of Birth
First Name 1
Last Name 1
Email 1 1
Phone 1 1
Postcode 1
Time on WL Days
Check the report. If it's correct, switch the report type from TABLE to EXCEL EXPORT
The file will automatically download.
Open the XLSX file, with cell A1 active click CTRL + SHIFT + 8 to select the table data
Use CTRL + C (Windows) or CMD + C (Mac) to copy the data to the clipboard
Open the OSM HANDLER Google Sheet, use Edit > Paste Special > Values to paste the clipboard to the SOURCE_DATA sheet at cell A2
Double check the headings on Row 2 match the headings on Row 1
Any errors, go back to the OSMR Report and rerun the report to correct
When ready, delete Row 2 to remove the duplicate headings.
Select Row 2 , click the number 2 on the far left of the row, then do Edit > Delete > Row 2
Wait for the file to autosave then close and exit.
Waiting List reports will automatically refresh in the backgroun.