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Accessing Advanced Editor

How to access the Advanced Editor for custom reports

Updated over 3 weeks ago

The Advanced Reporting System allows you to do powerful customizations to your Reports. The reporting here does require knowledge of the Liquid Templating Language but can give you tremendous control over your reports. For an overview of Liquid basics, please visit https://shopify.dev/docs/api/liquid/basics.

Accessing the Advanced Editor

  1. From the profile drop down in the top right corner, click Admin. Then select Reports from the left hand navigation.

  2. Once you are on the Reports page, locate the report you want to edit and click Edit. You can only access the Advanced Editor from a report that was previously created. If it is not in the reports list, you will need to use Create Report and create a report to be edited. From the Report Editor, select Advanced Editor.

  3. The Advanced Editor is set up using the Liquid Templating Language and can do customization beyond what the basic editor can do. This gives you tremendous control over the look and feel of your report. Some things that you might do are introduce constants for averages, add a logo or other design to your report, or create complex operations.

Note: If you make a change using the Advanced Editor, you will be unable to access the basic editor for that report.


Commonly asked about Advanced Editor scenarios

These scenarios are commonly asked about. Each one of these scenarios can be created using the Advanced Editor.

Coding knowledge of the Liquid Templating language is required.

Church Metrics support is unable to offer any support or troubleshooting for reports using the Advanced Editor.

During the writing of this article, testing was done using various AI tools, such as ChatGPT, to try writing custom code using the Liquid Templating language. While it was able to create code, it would be up to each individual to make it work for their needs.

  • Custom report creation that go beyond the abilities of the basic report creation tool

  • Reporting where Averages are needed

  • Creating monthly average attendance reports across multiple campuses

  • Average weekly attendance per campus

  • Creating multi-month average reports

  • Charting Year on Year percentage changes

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