How to use Reports

Reports are invaluable for analyzing various aspects of system data, offering insights without requiring complex query knowledge. There are three primary types of reports you can utilize: built-in, custom (standard), and comprehensive reports, each serving different needs across various departments.

Types of Reports

Standard Reports (Custom Reports)

These reports are great for generating a list of people based on the criteria you specify.

For example, you could set the criteria to search for all people between the ages of 20-30 who attend the Broadbeach Campus and have been in the church for more than 6 months. When you generate the report, a list of people matching this criteria will be displayed.

Key Features:

  • Export Options: Export the report to CSV or PDF.
  • Sharing Permissions: Choose the sharing permissions so only specific people can access the report.
  • Custom Criteria: Tailor the criteria to suit your needs.

Comprehensive Reports

These reports allow you to compile built-in reports, multiple standard reports, and other information into one extensive report. This is ideal for comprehensive analysis, such as checking the status of Bluecards.

Key Features:

  • Export to PDF: Export the report to PDF (Note: Comprehensive reports cannot be exported to CSV or Excel formats).
  • Sharing Permissions: Choose the sharing permissions so only specific people can access the report.
  • Combines Multiple Reports: Merge data from various reports into one comprehensive overview.

Learn more about creating Comprehensive Reports here.

Existing Reports (Built-in Reports)

These pre-created reports allow you to quickly generate insights for different areas in your account. There are existing reports on people, groups, services, check-in, and financials. Access these reports by changing the reports view to the relevant category.

Key Features:

  • Quick Access: Quickly generate reports for various areas without setting custom criteria.
  • Pre-defined Categories: Reports are categorized for easy navigation and usage.

Viewing Reports

You can easily view all your reports using the ‘View’ dropdown at the top. Simply drop down the menu and select the category you want to view.

Key Features:

  • Favorites: ‘Favorite’ reports for easy access by clicking on the star at the left-hand side of the report name.
  • Category Selection: Use the dropdown menu to filter reports by category for streamlined viewing.

By leveraging the different report types and understanding their export capabilities, you can efficiently gather, analyze, and act on the wealth of data within your system, enhancing operational efficiency and strategic decision-making.