Effective reporting is a significant advantage for your church’s children’s ministries. Here are some tips on how to report effectively, including scheduling reports, using custom fields, and sharing reports.
Scheduling Reports
- Find the Report: Navigate to the reports page.
- Email the Report: Click the Email link underneath the report title.
- Set Up Email Options: Choose how frequently, at what time, and to whom you want the email sent.
For regular reports, such as birthdays or attendance, scheduling is recommended.
Custom Fields
Custom fields allow you to collect additional information that is important for your ministry. Here are a few examples and how to set them up:
-
Media Permissions
- Field Type: Checkbox
- Description: Use this field to let parents opt-in or opt-out of media permissions. If parents are happy for you to take pictures of their child, they can check the box.
-
Interests
- Field Type: Drop Down (can select many)
- Description: List multiple interest areas (e.g., animals, sport, music, computer games) and allow children to select as many as they are interested in. This helps in planning activities.
-
Special Requirements
- Field Type: Text Field (multiple lines)
- Description: Record special requirements for children, such as conditions that need special attention. This can include injuries like concussions that require certain activities to be avoided.
Sharing Reports
- Generate the Report: Create the report as needed.
-
Share the Report:
- When generating the report, click the Share button at the top right.
- Alternatively, on the reports page, click Sharing underneath the report title.
By default, a generated report is private. Sharing the report allows other leaders to view it.
By effectively scheduling, customizing, and sharing reports, you can enhance the organization and planning of your church’s children’s ministries. Use these tips to ensure your reporting processes are efficient and beneficial for your ministry.