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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, 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 (or more) security roles, then use this report to compare and possibly combine them.

Pages: Security Roles

A summary of the number of households, groups, and programs by Congregation.

Page: Congregations

D

This report lists data quality issues by page.

Page: Procedures

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

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

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 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.

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. An eligible Event is any event with an Event Participant record where the Participation Status is not 01 Interested and the Participation Status is not 05 Cancelled. Percentages are based on how many total events there could have been and how many they attended.

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 or from the All Form Responses page. This report will first sort responses by form title so that all responses submitted for a specific form are grouped together, and then it will sort responses by other sort parameters you specify.

Page: Prayer & Feedback Entries

Find out how many group participants were present at the events for a specific program. You can filter by event type and congregation.

Pages: Groups

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 Roll Scan Roster.

Page: Groups

Get a roster of participants for the selected groups.

Page: Groups

Selected Group Roster Multi-Week

Print a roster for each group with participants and columns for up to 5 weeks.

Page: Groups

Selected Group Roster Plus Family

Get a roster of participants for the selected groups along with spouse and kids listed.

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

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 Roll Scan 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

See One-Click Export for Shelby V5.

This report returns a list of the number of messages sent from a specific phone number for each Congregation and the total costs for those messages over a specific time period.

Page: Outbound SMS Numbers

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