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).
Pages: Congregations, Ministries
After selecting 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: Ministries
A
The report tells you about the views, reports, workflow processes, and procedures associated with this page. This report also lists data quality issues specific to the current page.
Pages: All pages
Review the sum of donations between two dates by account number. Drill into the deposit date, deposit, and donors whose donations make up that total.
Page: Deposits
Review and initiate a process of correcting distributions that need to be applied to different programs.
Page: Donation Distributions
Review, change, and delete donation and distribution items that are part of a subscription created by the online giving system.
Page: Donations
Administrators have a report on every page that allows them to perform a search of audit log entries for that record and see changes over time to the record (without having to open each record).
Page: All Pages
B
This report shows the individuals who have a birthday for a given date range with pictures.
Page: Contacts
C
A visual summary of a pledge campaign.
Pages: Pledge Campaigns, Pledges
A list of all donations to your campaign.
Pages: Pledge Campaigns, Pledges
A visual summary of the pledges to a campaign. This report displays the pledge due based on the time the report was run and the Pledge Campaign dates, the amount assigned to Pledge at the time the report was run and the difference between the amount due and assigned.
Pages: Pledge Campaigns, Pledges
This report lists the pledges associated with a specific campaign.
Pages: Pledge Campaigns, Pledges
Review projected pledges and actual giving for the duration of the campaign.
Page: Pledge Campaigns
Find out how much care the church provided to households. Compare two periods. Filter by congregation or care outcome.
Pages: Care Types, Congregations, Household Care Log, Households
This report lists those selected who are in a household in a specific congregation and allows you to reassign their household to a new congregation.
Page: Donors
This report lists contacts who have a "Duplicate Of" relationship so you can review and combine those contacts.
Pages: Contact Relationships, Contacts
See how much communication the church made to individuals. Compare two periods. Filter by congregation.
Pages: Congregations, Contact Log, Prayer & Feedback Entries, Household Care Log, Messages
Select two households, then use this report to compare and possibly combine them.
Pages: Households
Select two (or more) security roles, then use this report to compare and possibly combine them.
Pages: Security Roles
This report creates a side-by-side comparison between two related records. Use the Combine Duplicate Contacts report to combine two records. You can use this report to compare relationships that are yet clearly designated as duplicates.
Page: Contact Relationships
A summary of the number of households, groups, and programs by Congregation.
Page: Congregations
Use this report to review donations and then copy them. This is useful for correcting entries. The donations will be "ready for a batch".
Page: Donations
D
This report lists data quality issues by page.
Page: Procedures
- Period Start
- Period End
- Accounting Company
- Statement Header
- Program Filter
- Min Period Giving (the Minimum Donation Amount Given During the Period Indicated that you want to show up on this report; anything below that number is not listed on the report)
- Tax Deductible
- Group By (grouping by Congregation is the Household Congregation - the Congregation set on the Household record of the Donor)
- Optional Title
Pages: Congregations, Donation Distributions, Donations, Donors, Programs, Statement Headers
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: Donors
View a listing of donations between two donation dates.
Pages: Batches, Donations
List donations by batch between two dates. See much more information and apply more parameters than the Donation Listing report.
Page: Donations
List donations between two dates in a simple table that you can export to Excel or other software applications for analysis.
Page: Donations
This report provides a giving analysis by Congregation (as set on the Batch record) for a range of dates grouped by date, week, month, or year.
Pages: Congregations, Donations, Programs
This report summarizes donations by Payment Type for two specific periods.
Page: Donations
View the sum or count of donations by week. This report only pulls those Donations that have been Batched (so the Batch ID cannot be blank) and uses the Donation Date. It uses the starting date to pull anything with that date or into the future based on the week it falls into. Filter by congregation, statement header, or program. This report is great to see a week by week comparison of two or more years!
Pages: Congregations, Donation Distributions, Donations, Programs, Statement Headers
Review the sum of donations by week by program. The "Week Starts" parameter differentiates what week shows, but it looks at the Donation Date. This report shows Batched or UnBatched Donations depending on the "Show Unbatched" parameter. It uses the starting and ending date plus one day. So the Donation Date greater than or equal to the Start Date and less than the End Date plus one.
Pages: Donation Distributions, Donations, Programs, Statement Headers
Export a giving analysis by all households with donations in a specific period. This report allows for optionally including non-cash donations and filtering by statement header.
Pages: Household
Export a giving analysis by the selected households in a specific period. This report allows for optionally including non-cash donations and filtering by statement header.
Pages: Household
Analyze various information about your donors.
Page: Donors
This report shows the number of new Donor households over time and the retention of these households as future donors.
Page: Donors
Create donor statements for all donors within a statement period with configurable parameters set in the report and on the Accounting Company.
Pages: Donors, Statements
Create donor statements for selected donors within a statement period with configurable parameters set in the report and on the Accounting Company.
Pages: Donors, Statements
Create donor statements for all donors within a statement period.
Page: Donors
Create donor statements showing donations for tithes with a column for all other designated.
Page: Donors
Create donor statements for selected donors with a column for tithes and a column for all designated.
Page: Donors
Create donor statements showing donations for tithes, one other statement header, and a column for all other designated.
Page: Donors
This statement always uses three columns to break down donations. Program distributions are listed in a column based on the Statement Column value in the Program record.
Page: Donors
This report creates three column statements for the selected donor records.
Page: Donors
Create donor statements for selected donors with a column for tithes, one other statement header, and a column for all designated.
Page: Donors
Print a personalized cover letter before each statement.
Page: Donors
Create donor statements for all donors with three explicit columns for your first three statement headers and a fourth column for all others.
Page: Donors
Create donor statements for selected donors with three explicit columns for your first three statement headers and a fourth column for all others.
Page: Donors
Create donor statements for all donors with four explicit columns for your first three statement headers and a fifth column for all others.
Page: Donors
Create donor statement for selected donors with four explicit columns for your first three statement headers and a fifth column for all others.
Page: Donors
Create donor statements for all donors with five explicit columns for your first three statement headers and a sixth column for all others.
Page: Donors
Create donor statement for selected donors with five explicit columns for your first three statement headers and a sixth column for all others.
Page: Donors
Create donor statements showing donations by date.
Page: Donors
Create donor statements for selected donors by date.
Page: Donors
This report creates statements for the selected donor records.
Page: Donors
This report summarizes giving by quarter for selected donor records.
Page: Donors
View a list of future events where the same room has been booked into more than one event at the same time. You can filter by Location if the Location value (optional) is set on the Event.
Page: Events
E
Produce an envelope file to save and send to an envelope mailing company.
Page: Donors
Produce an envelope file to save and send to an envelope mailing company.
Page: Donors
List equipment reservations between two dates.
Pages: Equipment, Equipment Reservations, Equipment Types
This report shows events taking place between two dates in a clean and printable format.
Pages: Congregations, Events, Locations
View a detailed list of all rooms, equipment, and services needed for an event.
Page: Events
F
Print a page per selected feedback entry with historical feedback items by that contact listed.
Pages: Prayer & Feedback Entries
Print a list of feedback entries from a given date in time forward. Feedback includes comments, prayer requests, and praises.
Pages: Contacts, Prayer & Feedback Entries, Feedback Types
This report summarizes the number, type, and visibility level of feedback items submitted between two dates.
Pages: Contacts, Prayer & Feedback Entries, Feedback Types, Programs
This report summarizes feedback items by the program to which they are related.
Pages: Prayer & Feedback Entries, Programs
Find contacts with one or more required contact attributes. It can display optional attributes and allow you to create a selection to communicate with those contacts matching the required attributes.
Pages: Contacts
This report lists donor households by giving change (amount and percentage) and allows the user to create a selection.
Pages: Donors
This report lists donor households by giving change (amount and percentage) from a selection.
Pages: Donors
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.
Pages: Donors
Find Donors who have given to a specific program or programs. Define a minimum amount during a period and even find people who are giving for the first time.
Page: Donors
Find Donors who have given to a specific program or programs. Define a minimum amount during a period and even find people who are giving for the first time.
Page: Donors
Analyze how many donors made a first donation each week over time.
Page: Donors
If your church applies "Soft Credit" to select Distributions, this report helps to build a list of donors who were given soft credit between two dates to one or more programs.
Page: Donors
G
Analyze giving by donors based on "bands" or levels of giving. Set levels in Configuration Settings.
Page: Donors
Export one row per donor based on "bands" or levels of giving. Set levels in Configuration Settings.
Page: Donors
View a table summarizing giving by "bands" or level of giving. Set levels in Configuration Settings. Group the results by age, zip code, city, and other dimensions. Filter the results to view specific types of giving.
Page: Donors
This report shows the number of participants, servants, and leaders that are active in groups of a specific type.
Page: Groups
Select the group participants who attended your event within the past 30 days and use this tool to post their attendance.
Page: Group Participants
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 value in the report parameters 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 less matches it returns.
Page: Contacts
Get a roster of participants for the selected groups along with spouse and kids listed.
Page: Groups
A visual representation of group participation between two dates.
Pages: Group Types, Groups
View information about groups and group participation between two dates.
Pages: Group Types, Groups
A visual representation of group participation as of a specific date.
Pages: Group Types, Groups
View information about groups and group participation as of a specific date.
Pages: Group Types, Groups
Use this report to export groups and teams of a specific type. Include contact information and attributes that describe the group.
Page: Groups
H
Review the source of participants in your database.
Page: Households
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, Participants
I
Use this report to print out details associated with invoices between two dates.
Pages: Events, Invoices
J
View the people on each Journey. Find those that need a specific milestone. Create a selection if needed.
Pages: Journeys, Milestones, Milestones Assigned
M
This report lists donors and their donations if those donors gave over a minimum threshold between two dates.
Page: Donors
This report summarizes milestone records.
Pages: Congregations, Journeys, Milestones, Milestones Assigned, Programs
This report summarizes milestone records.
Pages: Congregations, Milestones, Milestones Assigned, Ministries
View a summary of milestones assigned by week over time.
Pages: Journeys, Milestones, Milestones Assigned
Learn key facts about your ministry during a specific period of time.
Page: Ministries
View a summary of mission trip giving and print pages for each participant. Only events linked to Pledge Campaigns of type Mission Trip are available to 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 results down by group role and highlight the number of people who never previously performed that role.
Pages: Group Participants, Groups
View a summary of new participants by week over time. Filter by current participant type and household congregation.
Page: Participants
O
This report lists the opportunities selected.
Page: Opportunities
This report summarizes the number of opportunities by Congregation and Ministry Area.
Pages: Congregations, Ministries, Opportunities, Responses
P
Print a list of views, reports, workflow processes, and tools by page.
Pages: Processes, Users
Review a summary count of participants grouped by various demographic details like participant type, contact status, gender, and more.
Page: Participants
Look at a summary of contacts excluding companies. Totals are grouped by contact status, congregation, participant type, and household position.
Page: Contacts
View a list of planned contacts for a specific user that have not yet been completed. This report helps with Subscription or Data Driven Subscription to notify all members of your call teams to review and complete any outstanding calls on the My Calls page of the MinistryPlatform Portal.
Page: Planned 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: Donors
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: Donors
Print procedures by page.
Page: Procedures
Review and mark payments as processed.
Page: Payments
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.
Pages: Events, Forms
Review the rate of closure for responses to opportunities by Month.
Page: Opportunities
Summarize the number of responses to opportunities.
Pages: Opportunities, Responses
This report provides a simple solution to transfer responsibility from a departing staff member to an alternate staff member.
Page: Users
Select a building and see which rooms are available. This report takes the setup/clean up time of the Event into consideration. You can set parameters for a range for dates, times, or day of the week and/or specific room selections. It also includes a grid for a quick visual aid.
Pages: Buildings, Events, Room Reservations, Rooms
List room reservations between two dates. The report pulls room reservations tied to an Event (with a Program) and a Room (with a Building which has a Location assigned to it).
Pages: Room Reservations, Rooms
S
Review the background check history for the selected records.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
This report lists donations in each selected batch where the congregation of the donor is different from the congregation to which the donation is being credited. Churches may use this report as an alert system for donors who have switched campuses.
Page: Batches
A listing of the contents of selected batches.
Page: Batches
Review donations in the selected batch if they have a donor note or a donation note.
Page: Batches
Print items with notes and date and payment type.
Page: Batches
A summary of the selected batches including multiple pages with different ways of summarizing the batch contents.
Page: Batches
Print a call list of selected contact records including phones and emails.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
This report provides basic demographics and contact information for selected records.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Print a call list of selected contact records including the phones and emails of their heads of house.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
This report summarizes all the activity related to any donor with a pledge to the selected campaign OR that has made a gift to a program participating in a selected campaign.
Page: Pledge Campaigns
This report is formatted for export to Excel and use as a mail merge. It summarizes all the activity related to any donor with a pledge to the selected campaign OR that has made a gift to a program participating in a selected campaign.
Page: Pledge Campaigns
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.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Review the attributes assigned to contacts that are part of your selection.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Select records and print ID Cards with pictures, a ministry logo, and a role.
Page: Contacts
Review a dashboard for any one of the selected contacts. This report displays the age next to the birth date on the report.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Review pie charts and summaries of items like gender and marital status for the selected records. The zip code chart is limited to 15 so it pulls the top 15 zip codes and then groups everything else into the "Other" category.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Learn about a contact by running this report after selected records on the page from which you launched the report.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Learn about how the contacts related to the selected records on this page are involved in ministry through roles on groups and teams.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Review the journeys and milestones for the selected records.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Print a letter from the Letters page in the Communication section that is addressed to each of the selected contacts.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Review the pledges associated with any selection of contacts and their families.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Print selected counseling engagements and notes.
Page: Engagements
View donations by batch in each of the selected deposits.
Page: Deposits
This report summarizes the breakdown by the congregation set on each batch for the selected deposits.
Page: Deposits
View a summary of giving by program in each of the selected deposits.
Page: Deposits
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: Deposits
This report provides a deposit level summary by Program with Account Number. It includes an option to mark the selected deposits as "exported."
Page: Deposits
A basic directory layout for selected contacts.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Produce a directory for the selected contacts including some or all of their family members.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Produce a directory for the selected contacts including some or all of their family members designed to print in a three-column layout.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
This report shows the images and other information about the donations associated with the selection below.
Pages: Batches, Deposits, Donation Distributions, Donations
Print letters related to selected donations.
Page: Donations
This report lists the selected donations.
Page: Donations
Create a mail merge file for selected donation records on the Donations page or donations records within selected Batches on the Batches page. Each row in the resulting report contains data about the donation and up to four distribution records.
Page: Batches, Donations
This report provides a summary of donations by month and program.
Page: Donations
Select a congregation then run this report to return a list of active households in that congregation with donation information for a period of time.
Page: Congregations
A listing of donations made by selected donors.
Page: Donors
A summary of donations for the entire household by quarter over a set of years, including the ability to add soft credit donations to the quarterly sums.
Page: Donors
Print letters to the selected donors.
Page: Donors
Review the attendance history of each participant in the selected group.
Page: Events
Select an event then run this report to view donations that were applied to this event. This happens when an XML Import tool operator assigns this event as the "project" or "target event" of a donation distribution.
Page: Events
Review the attendance and headcount metrics for selected events by group.
Page: Events
This report summarizes attendance, metrics, and milestones related to this event.
Page: Events
This report generates a printable list of event participants for the selected events.
Page: Events
Select some events on the events page 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: Service Reservations, Equipment Reservations, Events, Room Reservations
Select one or more events to return a summary of event participants.
Page: Events
Basic information about the selected contact and their family members.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Print a page per selected feedback entry with historical feedback items by that contact listed.
Page: Prayer & Feedback Entries
Print a list of feedback entries from a selection on the Feedback Page.
Page: Prayer & Feedback Entries
Print a list of feedback entries from a selection on the Feedback Page.
Page: Prayer & Feedback Entries
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 from the selected Participants for the selected Forms (set in report parameters). You can choose which Form Fields to include. Also, the "Export by Group" link at the bottom gives an option to have each group on a separate page (for classrooms).
Pages: Events, Event Participants, Groups, Group Participants, Responses, and Opportunities
A report summarizing group member attendance including a filter on Event Type for those group that attend more than one type of event and need attendance reported separately. Event Dates are listed for every event associated with the Program(s) that is assigned to the group. This report uses the "Ignore Program Groups" field on the Event page.
Page: Groups
Review the attendance for individuals in the selected groups.
Page: Groups
Find Group participants or their parents based on having attended some number of times (Attended Min and Attended Max parameter) in a specific time period. This report also includes other filters like Program, Congregation, 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
A basic directory for the selected group.
Page: Groups
Produce a directory for the selected groups listing current group participants including some or all of their family members.
Page: Groups
Produce 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 generates a summary of participation in the selected groups.
Page: Groups
Print a group roster with a date each person last attended a specific program.
Page: Groups
Print name tags, ten per page, using the Avery 5963 labels template.
Pages: Groups, Group Participants
Export one row per parent (head of house) for the Minor Children members of selected groups.
Pages: Groups
This report lists selected groups and compares the numbers of participants in those group between two time periods.
Pages: Groups
Find out how many folks have been participating in selected groups between a user defined period of time.
Pages: Groups
This report produces a roster with a 3of9 barcode for the selected groups. The first criteria in the report allows a user to save paper by adjusting parameters. It is similar in function to the report titled Selected Program Groups Rollscan Roster.
Page: Groups
Get a roster of participants for the selected groups.
Page: Groups
Print a roster for each group with the parent's contact information for the group members' parents (heads of house).
Page: Groups
A simple attendance report summarized by the Group for the weeks entered. Note that this report does not include any numbers entered in Metrics, such as a guest metric.
Pages: Groups
Print mailing labels or name tags using the Avery 5160 labels template. The option to add one field from Custom Forms is also available on name tags.
Pages: Groups, Group Participants
Pick an anchor milestone then see how long after that milestone the family made its first donation, the person accomplished one or more milestones, or the person joined one or more groups of a specific type.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
This report summarizes Household Care for the selected records.
Page: Household Care Log
This report summarizes giving by household in a specific period.
Page: Households
This report summarizes giving by the household of the selected contact records.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Learn about a household.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Groups, Household Care Log, Households, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Print labels for the selected household records.
Page: Households
Select a few households then run this report to see if there are similar households in the database already. This report is the first step to combine households when needed.
Page: Households
This report returns basic information including, if applicable, an image attached to the Household record for selected Household records.
Page: Households
Print out details associated with invoices between two dates.
Pages: Events, Invoices
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: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Get labels for the selected contact records on a donor's page, then return labels with envelope not printed.
Page: Donors
This report for selected records returns one label per family regardless of how many family members you selected and provides 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. Avery 5160.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
This report returns one row with mail merge data for each selected contact.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
This report returns one row per household with mail merge data for each selected contact. If two contacts from one household are selected, only one row is returned. If applicable, the male head of household name precedes the female head of household name.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Export one row per household with detailed information about each contacts in the households of your selected records.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
This report lists the recipients of the message grouped by status and action message.
Page: Messages
This report summarizes milestones assigned to participants for the selected milestones.
Page: Milestones
Select the milestones assigned to participants and run this report to produce a letter containing the Letter Body from the Milestone record.
Page: Milestones Assigned
Create Nametags, Avery #5395 2x4, quickly for Group Participants from any selection of Groups.
Pages: Groups
Create Nametags, Avery #5395 2x4, quickly from any selection of people on any one of over 20 pages.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Pages: Events page and Event Participants
This report provides a listing of payments selected on the payments page.
Page: Payments
This report returns basic information ready to print for selected contact records.
Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Prayer & Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
Print a list of donations towards the selected pledge records.
Page: Pledges
Quickly print a letter to donors who made the selected pledges.
Page: Pledges
This report includes data fields necessary for a mail merge related to the selected pledge records including the pledge total, given, and balance.
Page: Pledges
Print selected procedures by page.
Page: Procedures
Get a list of donations to the selected programs between two dates.
Page: Programs
List donations by program between two dates. It uses the starting and ending date plus one day. So the Donation Date greater than or equal to the "Donations From" and less than the "Donations Through" plus one. This report only shows Donations that are Batched (Batch ID is not blank).
Page: Programs
Get a list of donors with contact information who have made donations to a selected program within a set date range.
Page: Programs
Get a list of donors to the selected programs between two dates.
Page: Programs
Run rosters for the Program Groups you've selected.
Page: Program Groups
Print a roster with columns for up to five weeks.
Page: Program Groups
Print group rosters with barcodes that can be used to expedite attendance with the RollScan tool on the Event record.
Page: Program Groups
Select a program then run this report and to receive the participants for that program.
Page: Programs
Use this report to print a roster of all group members actively participating in the selected programs. You can omit some program groups by setting that option in the Program Group record.
Page: Programs
Select some programs and see how households give to those programs.
Page: Programs
Select the Program and run to export a list. This report includes sorting options.
Page: Programs
This report provides a mail merge-friendly export of every person currently subscribing to a publication.
Page: Publications
This report provides a mail merge-friendly export of every household currently subscribing to a publication.
Page: Publications
Select the responses by participants and run this report to produce a letter containing the Letter Body from the Opportunity record.
Page: Responses
Select some response records then run this report to print those responses.
Page: Responses
Use this report for Printed Sacrament Certificates using the Selected Records.
Page: Milestones
A visual summary of instances where services have been requested for events during a period of time.
Page: Service Reservations
List upcoming events requiring a specific type of service. Filter by service type and/or congregation.
Page: Service Reservations
This report returns a list of supervisors and their teams.
Page: Users
T
This report lists incomplete tasks for the individual running the report. If the individual supervises other people, he can see their incomplete tasks. If the individual is listed as an Admin, he can see all incomplete tasks.
Pages: User Tasks, Users
U
See how many and what kind of records an individual creates and updates.
Page: Users
This report provides detail about changes made by an individual to various fields on pages.
Page: Users
See how many and what kind of messages an individual creates and sends.
Page: Users
This report answers the following questions: What rights does a user have to a page? What users have rights to a page? What pages does a specific user have rights to?
Pages: Security Roles, Users
This report answers the following questions: What tools/reports does a user have rights to? What users have rights to a specific report or tool?
Page: Users