Alphabetical List of Reports
These are the reports in MinistryPlatform, listed in alphabetical order, with descriptions and the pages on which you'll find them.
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This report summarizes ministry involvement by the type or roles participants are engaged in and their status regarding that role (past, current, future).
- or Parishes
After you select one or more ministries, this report summarizes ministry involvement by the type or roles participants are engaged in and their status regarding that role (past, current, future).
Page:
A
The report tells you about the procedures, views, reports, workflows, tools, security roles, and user roles associated with this page. It also lists data quality issues specific to the selected page.
Pages:
- All pages
Review the sum of donations by between two dates by account number. Drill into the deposit date, deposit, and donors whose donations make up that total.
Page:
Review, change, and delete donation and distribution items that are part of a subscription created by the online giving system.
Page:
With this report, administrators can perform a search of audit log entries for a record and see changes over time to the record (without having to open each record).
Pages:
- All pages
B
This report shows the people, along with their picture (if available on the Contact record), who have a birthday for the date range you selected.
Page:
- Contacts
C
A visual summary of a pledge campaign.
Pages:
A visual summary of the pledge campaign(s) you selected.
Pages:
A list of all donations to all pledge campaigns.
Pages:
A list of all donations to the pledge campaign you selected.
Page:
Identify donations that you need to assign to pledges.
Pages:
A visual summary of the pledges to a campaign. This report displays the pledge due based on the time you run the report and the pledge campaign dates, the amount assigned to pledge at the time you run the report, and the difference between the amount due and assigned.
Pages:
This report lists the pledges associated with a specific campaign.
Pages:
Page:
Learn how much care the church has provided to households. Compare two periods. Filter by congregation/parish or care outcome.
Pages:
- or Parishes
- or Family Care Log
- Households or Families
See how much the church has communicated with individuals. Compare two periods. Filter by congregation/parish.
Pages:
- or Parishes
- or Family Care Log
A summary of the number of households, groups, and programs by congregation/parish.
Page:
- or Parishes
D
This report lists data quality issues by page.
Page:
Enter a date range to review deleted records by delete date, page, and user.
Page:
This report provides an analysis by donor for donations in a given period. When you run this report, you can optionally define the Min Period Giving, which is the minimum donation amount given during the period; anything below that number is not listed on the report. You can also set the Group By parameter; otherwise (if set to No Grouping), the report is grouped by the congregation/parish on the donor's Household record.
Pages:
- or Parishes
If your church applies soft credit to select distributions, use this report to see who gave and how much they gave between two dates to one or more programs recorded as soft credit.
Page:
View a list of donations between two donation dates.
Pages:
This report lists donations by batch between two dates. It includes more information and parameters than the Donation Listing.
Page:
This report lists donations between two dates in a simple table that you can export to Excel or other software applications for analysis.
Page:
Export a list of households with details about their giving for the period you defined. Optionally, you can include non-cash donations.
Pages:
- Households or Families
Export the list of households you selected with details about their giving for the period you defined. Optionally, you can include non-cash donations.
Pages:
- Households or Families
This report provides a giving analysis by congregation/parish (as set on the Batch record) for a range of dates grouped by date, week, month, or year.
Pages:
- or Parishes
This report summarizes donations by payment type for two periods you define.
Page:
Pages:
- or Parishes
Review the sum of donations by week by program. The Week Starts filter differentiates what week displays, but it looks at the donation date. This report shows batched or unbatched donations depending on the Show Unbatched filter. It uses the starting and ending date plus one day. So the donation date is greater than or equal to the start date and less than the end date plus one.
Pages:
This report lists each donation source along with the number of donations and donors who gave towards it, the donation total for each source, the percent of the grand total amount that each source represents, and the average gift amount for each source. You can filter by congregation/parish, program, and donation date range.
Page:
Analyze various information about your donors.
Pages:
This report shows the number of new donor households over time and the retention of these households as future donors. The report includes the Last Household Donation, which is the last date any member of the family made or scheduled a donation; this is updated nightly by routine.
Page:
This report summarizes giving by quarter for the Donor records you selected. This can include soft credit donations.
Page:
Create donor statements for all donors within a statement period with filters you set in the report and on the accounting company. This report can use the seasonal alternate mailing address if it is set for the household. Learn more about this report.
Pages:
Create donor statements for the donors you selected within a statement period with filters you set in the report and on the accounting company. This report can use the seasonal alternate mailing address if it is set for the household.
Pages:
This report summarizes giving by quarter for the Donor records you selected.
Page:
View a list of future events where the same room has been booked into more than one event at the same time. Select My Conflicts Only if you want to see only the conflicts where you are listed as the event's primary contact. You can filter by location if the location is set on the Event record.
Page:
- Events
E
Create an envelope file to save and send to an envelope mailing company. This report can use the seasonal alternate mailing address if it is set for the household.
Page:
This report lists equipment reservations between two dates.
Pages:
This report displays events that occur between two dates in a clean, printable format.
Pages:
- or Parishes
- Events
View a detailed list of all rooms, equipment, and services needed for an event.
Page:
- Events
F
Print a page per contact with a defined number of feedback entries.
Page:
Print a list of feedback entries submitted on or after a given date. You define which Feedback Types to include.
Pages:
- Contacts
This report summarizes the number, type, and visibility level of feedback items submitted between two dates.
Pages:
- Contacts
This report summarizes feedback items by the program they relate to.
Pages:
Pages:
Create a standard report that summarizes giving by program or by total but doesn't list the individual donations for the records you selected.
Pages:
Find contacts with one or more required contact attributes. It can display optional attributes, and you can create a selection to communicate with contacts that match the required attributes.
Page:
- Contacts
Find contacts within your selection with one or more required contact attributes. It can display optional attributes, and you can create a selection to communicate with contacts that match the required attributes.
Page:
- Contacts
This report lists donor households by giving change (the amount and percentage). You can create a selection. The report also shows if they gave in one period and not the other, indicating a loss or gain of givers. Set the Select Heads Only option to Yes if you want the report to only include donors who have a family position of Head of Household.
Page:
This report lists donor households by giving change (amount and percentage) from your selection.
Page:
This report is similar in purpose to the Find Donors report. However, it returns a list of households whose total giving matches the criteria provided. It can create a selection of all heads or all household members who qualify.
Page:
This report returns Household records for those that have given to specific programs in a defined date range for the records you selected.
Page:
Find donors who gave to a specific program or programs. Define a minimum amount during a period and find people who give for the first time.
Page:
Find donors within your selection who gave to a specific program or programs. Define a minimum amount during a period and find people who give for the first time.
Page:
Find and export a list of donors who gave to a specific program or programs. Define a minimum amount during a period and even find people who gave for the first time.
Page:
Find and export donors within your selection who gave to a specific program or programs. Define a minimum amount during a period and event find people who gave for the first time.
Page:
If your church applies soft credit to select distributions, this report builds a list of donors given soft credit between two dates to one or more programs.
Page:
Analyze how many donors made a first donation each week over time.
Page:
G
Analyze giving by donors based on bands, or levels of giving. Set levels in configuration settings.
Page:
Export one row per donor based on bands, or levels of giving. Set levels in configuration settings.
Page:
- Donation Count – The number of donations.
- Distr. Count – The number of donation distributions. For example, one donation might have two donation distributions: $50 to General, and $50 to Building.
- Avg Giving – Band giving divided by donors.
- Avg Distr – Band giving divided by distribution count.
- Avg Donation – Band giving divided by donation count.
Page:
This report displays the number of participants, servants, and leaders that are active in groups of a specific type.
Page:
- Groups
Get a net number by month of people added and removed from groups.
Page:
- Groups
Select a contact and receive some group recommendations. Recommendations are based on attributes that the contact and the group share. The Shared Attributes number in the report filters is the number of attributes you want the report to find between the contact and the group. The default is one, so it pulls any groups that match the contact for one or more attributes. The higher the number, the fewer matches it returns.
Page:
- Contacts
A visual representation of group participation between two dates.
Pages:
- Groups
View information about groups and group participation between two dates.
Pages:
- Groups
A visual representation of group participation as of a specific date.
Pages:
- Groups
View information about groups and group participation as of a specific date.
Pages:
- Groups
Use this report to export specific types of groups and teams. Include contact information and attributes that describe the group.
Page:
- Groups
H
Review the source of participants in your database.
Page:
- Households or Families
This report takes a range of dates and returns households with activity between those dates that were inactive for a set number of days before that time.
Pages:
- Households or Families
- Participants or Members
I
Use this report to print details associated with invoices between two dates.
Page:
J
View the people on each journey. Find those that need a specific milestone. Create a selection if needed.
Pages:
- Milestones
M
This report lists donors and their donations if those donors gave over a minimum threshold between two dates.
Page:
This report summarizes Milestone records within a specific date range.
Pages:
- or Parishes
- Milestones
This report summarizes Milestone records within a specific date range by ministry.
Pages:
- or Parishes
- Milestones
View a summary of milestones assigned by week over time.
Pages:
- Milestones
Learn key facts about your ministry during a specific period of time. This includes numbers around feedback, programs, groups, group roles, milestones assigned, and responses.
Page:
View a summary of mission trip giving and print pages for each participant. Only events linked to mission trip pledge campaigns types are available for this report.
Page:
- Events
Review a list of trip donors without amounts.
Page:
- Events
Review a summary of mission trip donations.
Page:
- Events
N
Use this report to determine how many people have been added to groups of a specific type between two dates. The report breaks down results by group role and highlights the number of people who never previously performed that role.
Pages:
- Groups
Use this report to determine how many people in your selection have been added to groups of a specific type between two dates. The report breaks results down by group role and highlights the number of people who never previously performed that role.
Page:
- Groups
View a summary of new participants by week over time. Filter by current participant type and household congregation/parish.
Page:
- Participants or Members
O
This report lists the opportunities you selected along with the number of responses, placed, not placed, minimum needed, and maximum needed.
Page:
- Opportunities
This report summarizes the number of opportunities by congregation/parish and ministry area.
Pages:
- or Parishes
- Opportunities
P
Print a list of views, reports, workflows, and tools by page. It also lists data quality issues on the selected page(s).
Pages:
This one is available for Catholic dioceses. If you use the Parish Credited ID to track pledges, this report helps you understand how each appeal source affects the pledges at each parish. It lists each parish credited, which you can then expand to see each pledge source and the number of pledges, the pledge total, and the percent of the grand total amount that each source represents. You can filter by campaign type and one or more campaigns.
Page:
Review a summary count of participants grouped by demographic details like participant type, contact status, gender, and more.
Page:
- Participants or Members
Look at a summary of contacts, excluding companies. Totals are grouped by contact status, congregation/parish, participant type, and household position.
Page:
- Contacts
This report is similar to a donor statement, but it lists only donations made towards a pledge campaign, and it lists donations across multiple years. For that reason, this is not a statement of tax deductible donations. All donors with a pledge are listed. You can print their statements, and there are page breaks between donors.
Page:
This report is similar to a donor statement, but it lists only donations made towards a pledge campaign, and it lists donations across multiple years. For that reason, this is not a statement of tax deductible donations. Only selected donors with a pledge to the campaign are listed. You can print their statements, and there are page breaks between donors.
Page:
List each pledge source along with the number of pledges for it, the pledge total for each source, and the percent of the grand total amount that each source represents. You can filter by campaign type and one or more campaigns.
Page:
Print procedures by page.
Page:
Review and mark payments as processed. This report is only available for those using Intacct or Financial Edge for exports.
Page:
R
Understand, at a glance, the public implications of the event or form settings. You can also access the links you need for things like emails and web pages.
Page:
- Events
Review the rate of closure for responses to opportunities by month.
Page:
- Opportunities
Summarize the number of responses to opportunities.
Pages:
- Opportunities
This report provides a simple solution to transfer responsibility from a departing staff member to another staff member. Make sure you select both users before running this report.
Page:
Pages:
- Events
List room reservations between two dates. The report pulls room reservations tied to an event and a room. The event must have a program and the room must have a building with an assigned location.
Pages:
S
Review the background check history for the selected records.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report lists donations in each selected batch where the donor's congregation/parish is different from the congregation/parish where the donation is credited. Churches may use this report as an alert system for donors who have switched campuses.
Page:
A listing of the contents of selected batches.
Page:
Review donations in the selected batch if they have a donor note or a donation note.
Page:
Print items with notes and date and payment type.
Page:
A summary of the selected batches, including multiple pages with different ways of summarizing the batch contents.
Page:
Print a call list of selected contact records including phones and emails. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report provides basic demographics and contact information for selected records.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Print a call list of selected contact records, including the phones and emails of their heads of house.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
View information about each campaign and the associated congregation/parish. This could be useful to a diocese that wants to compare annual pledge campaigns per parish!
Page:
Pages:
- Total Installments – The installment amount of the donor's pledge(s).
- Total Pledge – The total pledge amount of the donor's pledge(s).
- Total Active Pledge – The total of donor's pledge(s) with a status of Active.
- Pledged Giving – The giving from the donor credited to their pledge(s).
- Pledge Remainder – The remaining balance on the donor's pledge(s); total pledge(s) less pledged giving.
- Unpledged Giving – The giving from the donor to the pledge campaign's program not credited to their pledge, if this is set as the pledge campaign on the Program record.
- Total Giving – The total giving to the pledge campaign's program; pledged giving plus unpledged giving.
- % of Pledge – The percentage of the pledge fulfilled; pledged giving divided by the total pledge.
- Other Pledge Credited – The total giving where the donor is marked as the soft credit donor on another donor's gift to the pledge campaign's program.
Pages:
Get an overview of the amounts you can expect to receive in total over the life of a pledge campaign and compare those amounts to the amounts you've received to date. Learn more about this report.
Page:
Pages:
Get an overview of the care cases related to the contacts in the selection.
Page:
- Care Cases
View and manage the participants checked into your event by group.
Page:
- Events
Review the attendance history for the selected records. An eligible event is any event with an Event Participant record where the participation status is not 01 Interested or 05 Cancelled. Percentages are based on how many total events there could have been and how many they attended.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Review the attributes assigned to contacts in your selection.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Select records and print ID Cards with pictures, a ministry logo, and a role. This report accommodates the seasonal Alternate Mailing Address field if is is set in the Household record.
Page:
- Contacts
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Review pie charts and summaries of items like gender and marital status for the selected records. This report pulls the top 15 ZIP codes and groups everything else into the Other category. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Learn about a contact! Select records from the page you launch the report and run this report.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Learn about how the contacts in your selection on this page are involved in ministry through roles on groups and teams.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Review the journeys and milestones for the selected records.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Print a letter from the Letters page in the Communication section that is addressed to each of the selected contacts. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Review the pledges associated with a selection of contacts and their families.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
View donations by batch in each of the selected deposits.
Page:
This report summarizes the breakdown by the congregation/parish set on each batch for the selected deposits.
Page:
View a summary of giving by program in each of the selected deposits.
Page:
This report provides an interactive listing of items within a deposit. This helps prepare the deposit slip for the bank and provides a printable report of check amounts and numbers.
Page:
This report provides a deposit level summary by program with an account number. You can mark the selected deposits as "exported."
Page:
A basic directory layout for selected contacts. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Create a directory of the selected contacts, including some or all of their family members, designed to print in a three-column layout.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Create a directory of the selected contacts, including some or all of their family members and a photo of the household, designed to print in a three-column layout.
Pages:
- Care Cases
- Contacts
- Events
- or Family Care Log
- Opportunities
- or Other Families
- Participants or Members
- Remove From Directory from the Contact record
- Mobile Phone Unlisted from the Contact record
- Email Unlisted from the Contact record
- Home Phone Unlisted from the Household record
- Home Address Unlisted from the Household record
This is useful when you share this directory outside of your staff and don't want to show private information.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report displays the images and other information about the donations in the selection.
Pages:
Print letters about the selected donations.
Pages:
Use this report to print letters related to the selected soft credit donations.
Page:
This report lists the selected donations.
Page:
Create a mail merge file for selected Donation records on the Donations page or Donations records in selected batches on the Batches page. Each row has data about the donation and up to four Distribution records.
Pages:
This report provides a summary of donations by month and program.
Page:
Select a congregation/parish, and then run this report to return a list of active households in that congregation/parish with donation information for a period of time.
Page:
- or Parishes
A listing of donations made by selected donors.
Page:
A summary of donations for the entire household by quarter over a set of years. You can include soft credit donations in the quarterly sums.
Page:
Print letters to the selected donors.
Page:
View donations to pledge campaigns for the event you selected. This report includes the pledge campaign goal, total pledged, donations credited to the pledge, pledge balance, event donations not credited to a pledge, total donations, and the campaign balance.
Page:
- Events
Select an event then run this report to view donations this event received. This happens when you use an XML Import tool to assign this event as the project or target event of a donation distribution.
Page:
- Events
Page:
- Events
This report summarizes attendance, metrics, and milestones for this event.
Page:
- Events
Create participant name tags using the Avery 5395 template from a selection. Labels are 2 ¹/₃" x 3 ³/₈".
Pages:
- Events
Create participant name tags using the Avery 5963 template from a selection. Labels are 2" x 4".
Pages:
- Events
Create a printable list of event participants for the selected events.
Page:
- Events
This report lists the event's registrants with product purchase information and status.
Page:
- Events
Select some events and return a list of registrants, including information about their online registration.
Page:
- Events
View the event details along with rooms, service, and other items. See their approval status.
Pages:
- Events
Page:
- Events
See basic information about the selected contact and their family members.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Print a page per selected feedback entry with historical feedback items by the listed contact.
Page:
Print a list of feedback entries from a selection.
Page:
Print a list of feedback entries from a selection.
Page:
View form response details for the event, group, or participants selected. If starting from a selection of participants, the report returns results for all form responses and forms you select in the report filters from the participants in your selection. You can select which form fields to include. Also, the Export by Group link gives an option to put each group on a separate page (for classrooms).
Pages:
- Events
- Groups
- Opportunities
See the progress each congregation/parish is making on a campaign! This report only includes active pledges credited to a congregation/parish. You can include donations that are dated on or before a certain date.
Page:
Page:
- Groups
Summarize group member attendance, including an event type filter for those groups that attend more than one type of event and need separate attendance. Event dates are listed for every event associated with the program(s) assigned to the group. This report uses the Ignore Program Groups field on the Event record.
Page:
- Groups
Review the attendance for each person in the selected groups.
Page:
- Groups
Find group participants or their parents based on having attended a number of times in a specific time period. This report includes filters for minimum attendance, maximum attendance, program, congregation/parish, group type, group role, and enrolled date. This report can save a selection back to the database.
Page:
- Groups
Select your group and find out who is having a birthday in a specific month.
Page:
- Groups
This report returns a list of group members with phones and emails.
Page:
- Groups
- By default, contacts with Email Unlisted set to Yes in their Contact record do not have an email listed.
- By default, contacts with Mobile Phone Unlisted set to Yes in their Contact record do not have a phone listed.
- Select the Honor Unlisted Preferences checkbox to leave out emails and phone numbers of contacts who don't want their contact information listed.
- Clear the Honor Unlisted Preferences checkbox to include emails and phone numbers of contacts who don't want their contact information listed.
Create Participants Page Selection: Click the Create Participants Page Selection link in the report to create a selection of these contacts on the Participants or Members page.
Create a basic directory for the selected group.
Page:
- Groups
Create a directory for the selected groups listing current group participants, including some or all of their family members.
Page:
- Groups
Create a directory for the selected groups listing current group participants, including their contact record photo if one is present.
Page:
- Groups
Print the contact information and family members of your group participants.
Page:
- Groups
This report creates a participation summary in the selected groups.
Page:
- Groups
- The Group Participant field on the Event Participant record must be completed,
- The event participant's Participation Status must be 03 Attended or 04 Confirmed,
- The event's program must match the program in the report filter, and
- The congregation/parish of the event's program must match the congregation/parish in the report filter.
Page:
- Groups
Create name tags using the Avery 5160 template from a selection of people and add one form answer. Labels are 1" x 2 ⁵/₈" at 30 labels per sheet.
Page:
- Groups
Create name tags using the Avery 5395 template from a selection. Labels are 2" x 4".
Page:
- Groups
Print name tags, ten per page, using the Avery 5963 labels template.
Pages:
- Groups
Export one row per head of households for the minor children members of selected groups.
Page:
- Groups
This report lists selected groups and compares the numbers of participants in those groups between two time periods.
Page:
- Groups
Find out how many folks have participated in selected groups between a defined period of time.
Page:
- Groups
This report produces a roster with a 3 of 9 barcode for the selected groups. Adjust report filters to save paper. It is similar to the Selected Program Groups Roll Scan Roster report.
Page:
- Groups
Get a roster of participants for the selected groups.
Page:
- Groups
Print a roster for each group with participants with columns for up to five weeks.
Page:
- Groups
Get a roster of participants for the selected groups with spouse and kids listed.
Page:
- Groups
Print a roster for each group with the parent's contact information for the group members' heads of household.
Page:
- Groups
A simple attendance report summarized by the group for the weeks entered. This report does not include any numbers in metrics, such as a guest metric.
Page:
- Groups
Pick an anchor milestone then see how long after that milestone the family made its first donation, the person accomplished more milestones, or the person joined groups of a specific type.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report summarizes household care for the selected records.
Page:
- or Family Care Log
This report summarizes giving by household in a specific period.
Pages:
- Households or Families
This report summarizes giving by the household of the selected contact records.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Learn about a household.
Pages:
- Contacts
- or Family Care Log
- Households or Families
- Participants or Members
Print labels for the selected Household records.
Pages:
- Households or Families
This report returns basic information including, if applicable, an image attached to the Household record for selected Household records.
Page:
- Households or Families
Print out details associated with invoices between two dates.
Pages:
- Events
Get labels for the selected Contact records. This report is optimized for Avery 5160 (3 columns x 10 labels) which are 1" x 2 ⁵/₈".
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Get labels for the selected Contact records, then return labels with envelope numbers printed.
Page:
Return one label per selected family, regardless of how many family members you selected, with many greeting options. For example, Household Name, The [Last Name] Family, Heads of House: Informal, Heads of House: Formal, [List Contacts Selected], and To the Parents of [Contact List]. If applicable, the male head of household name precedes the female head of household name. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record. Avery 5160.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report returns one row with mail merge data for each selected contact. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report returns one row per household with mail merge data for each selected contact. If you select two contacts from one household, only one row returns for that household. If applicable, the male head of household name precedes the female head of household name. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record. This report returns in the Avery 5160 format.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Export one row per household with detailed information about each contact in the households you selected. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report lists the recipients of the message grouped by status and action message.
Page:
This report summarizes milestones assigned to participants for the selected milestones.
Page:
- Milestones
Select the milestones assigned to participants and run this report to create a letter with the letter body from the Milestone record.
Page:
Create name tags from the Avery 5395 template from a selection of people. Labels will be 2" x 4". This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report provides a listing of payments you selected.
Page:
Review the payments in your selection.
Page:
See a live snapshot of personnel assignments for records you select. This report shows personnel record IDs, full name, assignment role, parish ID, parish name, assignment start date, assignment end date, whether this is the primary assignment, and whether this assignment is active now.
Pages:
- Personnel
This report returns basic information ready to print for selected Contact records. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Print a list of donations towards the selected Pledge records.
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Print a letter to donors who made the selected pledges.
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This report includes data fields needed for a mail merge of the selected Pledge records, including the pledge total, given, and balance.
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Print selected procedures by page.
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Get a list of donors' contact information who have made donations to a selected program within a set date range.
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Run rosters for the program groups you selected.
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Print a roster or the program groups you selected with columns for up to five weeks.
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Print group rosters with barcodes that can expedite attendance with the Roll Scan tool on the Event record.
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Select a program and run this report to export a list. This report includes sorting options.
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Select a program then run this report to see the participants for that program.
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Print a roster of all group members that actively participate in the selected programs. To leave out some program groups, set that option in the Program Group record.
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Select some programs and see how households give to those programs.
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Export a list of all households with at least one current subscriber to one of the publications in your selection.
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This report provides a mail merge-friendly export of every person currently subscribed to a publication.
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Select the responses by participants and run this report to create a letter with the letter body from the Opportunity record.
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Select some Response records then run this report to print those responses.
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Use this report to print sacrament certificates for the selected records. Learn more about this report.
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- Milestones
- or First Communion
Similar to the Selected Sacrament Certificates report, but printed in landscape format. Learn more about this report.
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- or First Communion
Export sacrament data that you can merge into an external template, like Microsoft Word. You might use this report to print custom certificates. Learn more about this report.
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- or First Communion
Send a letter to the person's parish of baptism notifying them that a person received sacrament. Learn more about this report.
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- or First Communion
Create a printable list of scheduled participants (with a status of Awaiting or Accepted), grouped by schedule role, for a selected schedule. If you selected multiple schedules, each schedule begins on a new page. You must have the Administrators security role to run this report.
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A visual summary of instances where someone requested services for events during a period of time.
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This report lists upcoming events that require a specific type of service. Filter by service type and/or congregation/parish.
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This report returns a list of the number of messages sent from a phone number for each congregation/parish and the total costs for those messages over a specific time period.
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This report returns a list of supervisors and their teams. The supervisor is set on the User record, and their team is anyone who has the same supervisor.
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T
This report lists your incomplete tasks. If you supervise other people, you can see their incomplete tasks. If you are an administrator, you can see all incomplete tasks.
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U
See how many and what kind of records or fields someone creates, deletes, and updates. Defaults to show "My Team", which includes any users that you are listed as the supervisor for.
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This report provides detail about changes someone makes to various fields on pages.
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See how many and what kind of messages someone creates and sends.
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This report answers the following questions: What rights does someone have to a page? Who has rights to a page? What pages does a specific person have rights to?
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This report answers the following questions: What tools or reports does someone have rights to? Who has rights to a specific report or tool?
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