There are a few types of reports you can use:

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.

Reports - Criteria

You can then export the report to CSV or PDF and even send it via a web link. You can also choose the sharing permissions for the report so only the people you want can have access. Learn more about creating Standard Reports here.

Comprehensive Reports

These reports allow you to put together built-in reports, multiple standard reports and other information into one big report. For example, this is great for checking the status of Bluecards.

Reports - Comprehensive

Like ‘Standard Reports’, you can then export the report to CSV or PDF, and even send it via a web link. You can also choose the sharing permissions for the report so only the people you want can have access. Learn more about creating Comprehensive Reports here.

Existing Reports (Built-in Reports)

These reports have been created so that you can quickly generate reports for different areas in your account. There are existing reports on people, groups, services, check-in and financials. You can access these reports by changing the reports view to the relevant category.

Reports - Sub-Menu

Viewing Reports

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

Reports - Views

You can also choose to ‘favorite’ those reports for easy access. Do this by clicking on the star at the left-hand side of the report name.

Reports - Favorites

Last Updated: 1st December, 2016