Data

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

List Layout

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

Grid Layout

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

Calendar Layout

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

Views

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

Selections

Selections allow you to apply actions to specific records. Items may be selected or deselected using the Selection Column which displays a checkbox for each row. You can select individual records by checking the box next to the record or select all by checking the box at the bottom of the page. Selections are Static, meaning no record will be added or removed from the selection unless you do so manually. Need to save that selection so you can use it later? Tap the disk icon and give it a name!

Applying an Action to a Selection

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

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

Open Records

Each row in the Data Grid represents one record in your database and can be opened to view or edit (depending on your security roles). Hovering over a row highlights the row, and clicking the row opens the record.

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