Run and Export a Report

Reports answer specific questions: attendance by month, giving by fund, who has served this quarter, which first-time guests came back.

Steps

1. Choose Reports in the sidebar, under INSIGHTS.

   

2. Choose a report. They are grouped by what they are about: attendance, volunteers, giving, forms and follow-up.

3. Set the dates, the campus and anything else the report asks for, then run it.

   

4. Export it if you need the numbers elsewhere, for a board meeting or a spreadsheet.

What is included on each plan

Every plan has the operational reports: attendance, giving totals, volunteers, guests. Pro adds the ones that compare periods and follow groups over time, such as trends, cohorts and campus comparisons.

Good to know

• Giving reports need giving access, in the same way as everywhere else.
• Attendance reports count the Total from each record, the same figure the dashboard shows. See Record attendance for what the Total means.
• A report that groups by week uses your church’s week. Where a week begins is set under Preferences, so a church that gathers on Sunday can have a service counted at the start of its week rather than at the end.
• An export is a moment in time. The file you download is what the report said when you ran it.
• If a report is empty, check the dates and the campus first; that is usually what has happened.