Ministry Group & Congregation Reports
These reports are available in the pages listed:
3D Ministry Grid
| Name | Datatype | Required | Default Value |
|---|---|---|---|
| Participation As Of | DateTime | Yes | Today |
| Congregation | String | No |
Pages: or Parishes,
3D Ministry Grid-Selected
| Name | Datatype | Required | Default Value |
|---|---|---|---|
| Participation As Of | DateTime | Yes | Today |
| Congregation | String | No |
Page:
Care Log Summary
| Name | Datatype | Required | Default Value |
|---|---|---|---|
| Period 1 Start | DateTime | Yes | DateAdd(DateInterval.day,-180,Today()) |
| Period 1 End | DateTime | Yes | DateAdd(DateInterval.day,-90,Today()) |
| Period 2 Start | DateTime | Yes | DateAdd(DateInterval.day,-90,Today()) |
| Period 2 End | DateTime | Yes | Today() |
| Congregation | Integer | Yes | |
| Care Outcome | Integer | Yes | |
| Optional Report Title | String | Yes |
Pages: , or Parishes, or Family Care Log, Households or Families
Congregation Summary
A summary of the number of households, groups, and programs by congregation or parish.
Page: or Parishes
Donations By Congregation
This report provides a giving analysis by congregation or parish (as set on the Batch record) for a range of dates grouped by date, week, month, or year.
Pages: or Parishes, ,
Feedback Summary By Program
| Name | Datatype | Required | Default Value |
|---|---|---|---|
| Submitted Since | DateTime | Yes | DateAdd(DateInterval.day, -365, Today()) |
| Submitted Through | DateTime | No | Today() |
Pages: ,
Group Involvement Summary
This report displays the number of participants, servants, and leaders that are active in groups of a specific type.
Page: Groups
Group Participant Changes By Month
Get a net number by month of people added and removed from groups.
Page: Groups
Group Recommendations
| Name | Datatype | Required | Default Value |
|---|---|---|---|
| Shared Attributes | Integer | Yes | 1 |
| Group Type | Integer | Yes |
Page: Contacts
Group Seasonal Dashboard
A visual representation of group participation between two dates.
Pages: , Groups
Group Seasonal Summary
View information about groups and group participation between two dates.
Pages: , Groups
Group Snapshot Dashboard
A visual representation of group participation as of a specific date.
Pages: , Groups
Group Snapshot Summary
View information about groups and group participation as of a specific date.
Pages: , Groups
Group/Team Export
Use this report to export specific types of groups and teams. Include contact information and attributes that describe the group.
Page: Groups
Journey Participants
View the people on each journey. Find those that need a specific milestone. Create a selection if needed.
Pages: , Milestones,
Milestone Summary
This report summarizes Milestone records.
Pages: or Parishes, , Milestones, ,
Milestone Summary By Ministry
This report summarizes Milestone records.
Pages: or Parishes, Milestones, ,
Milestones By Week
View a summary of milestones assigned by week over time.
Pages: , Milestones,
Ministry Metrics
Learn key facts about your ministry during a specific period of time.
Page:
New Group Participants
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 highlights the number of people who never previously performed that role.
Pages: , Groups
New Group Participants - Selected
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
Opportunities Selected
This report lists the opportunities selected.
Page: Opportunities
Opportunity Summary
This report summarizes the number of opportunities by congregation or parish and ministry area.
Pages: or Parishes, , Opportunities,
Response Closure By Month
Review the rate of closure for responses to opportunities by month.
Page: Opportunities
Response Summary
Summarize the number of responses to opportunities.
Pages: Opportunities,
Selected Donor Alerts
Select a congregation or parish, and then run this report to return a list of active households in that congregation or parish with donation information for a period of time.
Page: or Parishes
Selected Group Attendance
See how many group participants attended the events for a specific program. You can filter by event type and congregation or parish.
Page: Groups
Selected Group Attendance By Event Type
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
Selected Group Attendance By Individual
Review the attendance for each person in the selected groups.
Page: Groups
Selected Group Attendee Search
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 or parish, group type, group role, and enrolled date. This report can save a selection back to the database.
Page: Groups
Selected Group Birthday List
Select your group and find out who is having a birthday in a specific month.
Page: Groups
Selected Group Call List
This report returns a list of group members with phones and emails. This report limits output based on the current selection.
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 that don't want their contact information listed.
- Deselect the Honor Unlisted Preferences checkbox to include emails and phone numbers of contacts that don't want their contact information listed.
Create Participants Page Selection:
Click the Create Participants Page Selection link on the report to create a selection of these contacts on the Participants or Members page.
Selected Group Directory
Create a basic directory for the selected group.
Page: Groups
Selected Group Directory - Household
Create a directory for the selected groups listing current group participants, including some or all of their family members.
Page: Groups
Selected Group Directory - Photos
Create a directory for the selected groups listing current group participants, including their contact record photo if one is present.
Page: Groups
Selected Group Family Listing
Print the contact information and family members of your group participants.
Page: Groups
Selected Group Involvement
This report creates a participation summary in the selected groups.
Page: Groups
Selected Group Last Attended
Print a group roster with a date each person last attended a specific program.
Page: Groups
Selected Group Nametags: Avery 5160
Create name tags using the Avery 5160 template from a selection of people and add one form answer. Labels are 1"x2 5/8" at 30 labels per sheet.
Pages: Groups,
Selected Group Nametags: Avery 5395
Create name tags using the Avery 5395 template from a selection. Labels are 2"x4".
Pages: Groups
Selected Group Nametags: Avery 5963
Print name tags, ten per page, using the Avery 5963 labels template.
Pages: Groups,
Selected Group Parent Email List
Export one row per head of households for the minor children members of selected groups.
Page: Groups
Selected Group Participation Percentages
This report lists selected groups and compares the numbers of participants in those groups between two time periods.
Pages: Groups
Selected Group Participation Summary
Find out how many folks have participated in selected groups between a defined period of time.
Page: Groups
Selected Group Roll Scan Roster
This report produces a roster with a 3of9 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
Selected Group Roster
Get a roster of participants for the selected groups.
Page: Groups
Selected Group Roster Multi-Week
Print a roster for each group with participants with columns for up to five weeks.
Page: Groups
Selected Group Roster Plus Family
Get a roster of participants for the selected groups with spouse and kids listed.
Page: Groups
Selected Group Roster: Parent Info
Print a roster for each group with the parent's contact information for the group members' heads of household.
Page: Groups
Selected Group Weekly Attendance by Group
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.
Pages: Groups
Selected Milestone Summary
This report summarizes milestones assigned to participants for the selected milestones.
Page: Milestones
Selected Program Donations
Get a list of donations to the selected programs between two dates. The Notes column indicates special circumstances for each donation, like whether it's tax deductible, applied to a pledge, and so on.
Page:
Selected Program Donations Enhanced
This report lists donations by program between two dates. It uses the start and end date plus one day. So the donation date is on or after the Donations From and before the day after the Donations Through date.
Page:
Selected Program Donors
Get a list of donors' contact information who have made donations to a selected program within a set date range.
Page:
Selected Program Group Rosters
Run rosters for the program groups you selected.
Page:
Selected Program Groups Multi-week Roster
Print a roster or the program groups you selected with columns for up to five weeks.
Page:
Selected Program Groups Roll Scan Roster
Print group rosters with barcodes that can expedite attendance with the Roll Scan tool on the Event record.
Page:
Selected Program Participants List
Select a program then run this report to see the participants for that program.
Page:
Selected Program Roster
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.
Page:
Selected Programs Household Giving
Select some programs and see how households give to those programs.
Page: