Reporting allows you to keep track of various trends within your church, which can help identify individuals who may need extra pastoral support.
Where the Data Comes From
For accurate reporting, Elvanto needs data to report on. This includes:
- Initial Data: Information entered when adding a person to Elvanto, such as birthdays.
- Custom Fields: Special fields require collected data for accurate reporting.
- Attendance Records: Keeping detailed attendance records for accurate snapshots of church attendance.
In group settings, the Group Leader is responsible for submitting relevant data. Automatic reminders can ensure leaders submit their data on time.
For more on collecting attendance data, refer to this article.
Reporting
Reporting consolidates large amounts of information from across Elvanto into one place. To maximize the benefits of reporting, familiarize yourself with the following features:
Scheduling Reports
Reports can be automatically emailed to designated recipients on a regular basis. To do this:
- Find the report on the reports page.
- Click on the ‘email’ link underneath the report title.
- Set the frequency, time, and recipients for the email.
We recommend scheduling regular reports, such as birthdays, anniversaries, and attendance reports.
Learn how to schedule reports at this page.
Advanced Reports
For more complex reporting needs, Comprehensive Reports allow you to group multiple reports together. Use this feature for reports you regularly view together.
Learn how to set up new comprehensive reports at this link.
Advanced logic helps narrow down searches. For instance, a ‘High-priority Follow Up’ report could identify individuals needing pastoral care by specifying criteria such as:
- People who attended weekly last month but not this month.
- People who gave more than $500 last month but less than $100 this month.
Learn how filter logic works in Elvanto at this link.
People Views
People Views are similar to Reports but allow for mass management of people in the results, such as sending emails or adding individuals to People Flows.
By default, all Reports are saved as both a Report and a People View, but you can choose which to create when setting up a Report or People View.
Reports Versus People Views
When setting up a report, it defaults to creating both a Report and a People View. People Views are the same as reports but include the ability to mass manage results. We recommend setting up a People View with any report that generates results you intend to move into a People Flow.
By effectively utilizing these reporting features, you can keep your team informed and make data-driven decisions to support your church’s growth and activities.