Data

MinistryPlatform displays your data in one of three layouts. Which layout you use is up to you! Just click the Layout icon to make your selection.

List Layout

List Layout is the user-friendly, easy way to see details at a glance. With its easy-on-the-eyes "fat rows" and color-coded record facts, you can easily find the information you need to know without digging through what you don't need to know.

Grid Layout

It's a classic for a reason! The grid layout features the rows and columns you know and love. Depending on which Page you selected in the menu, Grid layout shows you a list of the records for that Page. This grid shows the first 1,000 items and you can filter based on a predefined search.

Calendar Layout

Visualizing events (or any date oriented page) has never been easier. Calendar view is available on date-oriented pages (for example, Events and Donations). Toggle between day, week, month, and agenda calendar views. You can even view a different month in the thumbnail to help plan for things to come. Don't want to see the thumbnail? No problem! Tap the hamburger menu in the calendar header to make it automatically display.

Views

A View is a predefined filter that limits the data you see in any layout. Each page has its own default view, but you can change that using the drop-down menu to the left of the funnel icon. Think of views as windows to your database; they always display the records that currently match the filter you applied. They are dynamic, and records are removed or added based on your criteria.

Selections

With selections, you can apply actions to specific records. You may select or deselect items using the Selection Column which displays a check box for each row. To select individual records, check the box next to the record, or to select all, check the box at the bottom of the page. Selections are static, meaning you must manually add or remove records from the selection. Need to save that selection so you can use it later? Tap the disk icon and give it a name!

Applying an Action to a Selection

Once you have a selection, you can take action! Click the Actions menu to send a message, mass assign, export your selection, and more (depending on your permissions).

Many tools and reports are limited to a selection. Reports with "Selected" in the name are used in this way.

Open Records

Each row in the Data Grid represents one record in your database, and you can open these to view or edit them (depending on your security roles). Hover over a row to highlight the row, and click the row to open the record.

Different tools are available based on the type of record and your security roles. It is important to note that any actions you take only apply to the open record. For example, if you run a "Selected Report" from an open record, you only report on the open record, not any corresponding sub-page records that you may have selected.