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:
- or Parishes
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:
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 by between two dates by account number. Drill into the deposit date, deposit, and donors whose donations make up that total.
Page:
Review, change, and delete donation and distribution items that are part of a subscription created by the online giving system.
Page:
With this report, Administrators can perform a search of audit log entries for a record and see changes over time to the record (without having to open each record).
Pages:
- All pages
B
This report shows the people who have a birthday for a given date range with pictures.
Page:
- Contacts
C
A visual summary of a pledge campaign.
Pages:
A visual summary of the selected pledge campaign(s).
Pages:
A list of all donations to all pledge campaigns.
Pages:
A list of all donations to the pledge campaign you selected.
Page:
Identify donations that you need to assign to pledges.
Pages:
See how each parish or congregation is progressing toward their campaign goal. This includes the goal amount, pledge count, original pledge, total received, write offs, and pledged amounts. This information is updated nightly, so you may not see changes right away. The All Records view displays all active campaigns. To see past campaigns where the end date has passed, you can create a view that includes those campaigns.
Page:
A visual summary of the pledges to a campaign. This report displays the pledge due based on the time you run the report and the pledge campaign dates, the amount assigned to pledge at the time you run the report and the difference between the amount due and assigned.
Pages:
This report lists the pledges associated with a specific campaign.
Pages:
Review projected pledges and actual giving for the duration of the campaign.
Page:
Learn how much care the church provided to households. Compare two periods. Filter by congregation or parish or care outcome.
Pages:
- or Parishes
- or Family Care Log
- Households or Families
See how much the church communicated with its congregants or members. Compare two periods. Filter by congregation.
Pages:
- or Parishes
- or Family Care Log
Select two (or more) security roles, then use this report to compare and possibly combine them.
Page:
A summary of the number of households, groups, and programs by congregation or parish.
Page:
- or Parishes
D
This report lists data quality issues by page.
Page:
Enter a date range to review deleted records by delete date, page, and user.
Page:
- 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 display on this report; anything below that number is not listed on the report)
- Tax deductible
- Group by (grouping by congregation or parish is the household congregation - the congregation or parish set on the donor's Household record)
- Optional title
Pages:
- or Parishes
If your church applies soft credit to select distributions, use this report to see who gave and how much they gave between two dates to one or more programs recorded as soft credit.
Page:
View a listing of donations between two donation dates.
Pages:
This report lists donations by batch between two dates. See much more information and apply more parameters than the Donation Listing report.
Page:
This report lists donations between two dates in a simple table that you can export to Excel or other software applications for analysis.
Page:
Export a giving analysis by all households with donations in a specific period. Optionally, include non-cash donations and filter by statement header.
Pages:
- Households or Families
Export a giving analysis by the selected households in a specific period. Optionally, include non-cash donations and filter by statement header.
Pages:
- Households or Families
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
This report summarizes donations by payment type for two specific periods.
Page:
View the sum or count of donations by week. This report only pulls batched donations (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 or parish, statement header, or program. This report is great to see a week by week comparison of two or more years!
Pages:
- or Parishes
Review the sum of donations by week by program. The Week Starts filter differentiates what week displays, but it looks at the donation date. This report shows batched or unbatched donations depending on the Show Unbatched filter. It uses the starting and ending date plus one day. So the donation date is greater than or equal to the start date and less than the end date plus one.
Pages:
List each donation source along with the number of donations and donors who gave towards it, the donation total for each source, the percent of the grand total amount that each source represents, and the average gift amount for each source. You can filter by congregation or parish, program, and donation date range.
Page:
Analyze various information about your donors.
Pages:
This report shows the number of new donor households over time and the retention of these households as future donors.
Page:
This report summarizes giving by quarter for the Donor records you selected. This can include soft credit donations.
Page:
Create donor statements for all donors within a statement period with configurable parameters set in the report and on the accounting company. This report can use the seasonal alternate mailing address if it is set in the Household record.
Pages:
Create donor statements for selected donors within a statement period with filters you set in the report and on the accounting company. This report can use the seasonal alternate mailing address if it is set in the Household record.
Pages:
This report summarizes giving by quarter for the selected Donor records.
Page:
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 is set on the Event record.
Page:
- Events
E
Create an envelope file to save and send to an envelope mailing company. This report can use the seasonal alternate mailing address if it is set in the Household record.
Page:
This report lists equipment reservations between two dates.
Pages:
This report displays events that occur between two dates in a clean and printable format.
Pages:
- or Parishes
- Events
View a detailed list of all rooms, equipment, and services needed for an event.
Page:
- Events
F
Print a page per selected feedback entry with historical feedback items by that contact listed.
Page:
Print a list of feedback entries from a given date in time forward. Feedback includes comments, prayer requests, and praises.
Pages:
- Contacts
This report summarizes the number, type, and visibility level of feedback items submitted between two dates.
Pages:
- Contacts
This report summarizes feedback items by the program they relate to.
Pages:
Create a standard report that summarizes giving by program or by total but doesn't list the individual donations.
Pages:
Create a standard report that summarizes giving by program or by total but doesn't list the individual donations for the records you selected.
Pages:
Find contacts with one or more required contact attributes. It can display optional attributes, and you can create a selection to communicate with contacts that match the required attributes.
Page:
- Contacts
Find contacts within your selection with one or more required contact attributes. It can display optional attributes, and you can create a selection to communicate with contacts that match the required attributes.
Page:
- Contacts
This report lists donor households by giving change (the amount and percentage). You can create a selection.
Page:
This report lists donor households by giving change (amount and percentage) from a selection.
Page:
This report is similar in purpose to the Find Donors report. However, it returns a list of households whose total giving matches the criteria provided. It can create a selection of all heads or all household members who qualify.
Page:
This report returns Household records for households that have given to specific programs in a defined date range for the records you selected.
Page:
Find donors who gave to a specific program or programs. Define a minimum amount during a period and find people who give for the first time.
Page:
Find donors within your selection who gave to a specific program or programs. Define a minimum amount during a period and find people who give for the first time.
Page:
Find and export a list of donors who gave to a specific program or programs. Define a minimum amount during a period and even find people who gave for the first time.
Page:
Find and export donors within your selection who gave to a specific program or programs. Define a minimum amount during a period and event find people who gave for the first time.
Page:
If your church applies soft credit to select distributions, this report builds a list of donors given soft credit between two dates to one or more programs.
Page:
Analyze how many donors made a first donation each week over time.
Page:
G
Analyze giving by donors based on bands, or levels of giving. Set levels in configuration settings.
Page:
Export one row per donor based on bands, or levels of giving. Set levels in configuration settings.
Page:
View a table summarizing giving by bands, or levels 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:
This report displays the number of participants, servants, and leaders that are active in groups of a specific type.
Page:
- Groups
Get a net number by month of people added and removed from groups.
Page:
- Groups
Select a contact and receive some group recommendations. Recommendations are based on attributes that the contact and the group share. The Shared Attributes number in the report filters is the number of attributes you want the report to find between the contact and the group. The default is one, so it pulls any groups that match the contact for one or more attributes. The higher the number, the less matches it returns.
Page:
- Contacts
A visual representation of group participation between two dates.
Pages:
- Groups
View information about groups and group participation between two dates.
Pages:
- Groups
A visual representation of group participation as of a specific date.
Pages:
- Groups
View information about groups and group participation as of a specific date.
Pages:
- Groups
Use this report to export specific types of groups and teams. Include contact information and attributes that describe the group.
Page:
- Groups
H
Review the source of participants in your database.
Page:
- Households or Families
This report takes a range of dates and returns households with activity between those dates that were inactive for a set number of days before that time.
Pages:
- Households or Families
- Participants or Members
I
Use this report to print out details associated with invoices between two dates.
Page:
J
View the people on each journey. Find those that need a specific milestone. Create a selection if needed.
Pages:
- Milestones
M
This report lists donors and their donations if those donors gave over a minimum threshold between two dates.
Page:
This report summarizes Milestone records.
Pages:
- or Parishes
- Milestones
This report summarizes Milestone records.
Pages:
- or Parishes
- Milestones
View a summary of milestones assigned by week over time.
Pages:
- Milestones
Learn key facts about your ministry during a specific period of time.
Page:
View a summary of mission trip giving and print pages for each participant. Only events linked to mission trip pledge campaigns types are available 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 highlights the number of people who never previously performed that role.
Pages:
- Groups
Use this report to determine how many people in your selection have been added to groups of a specific type between two dates. The report breaks results down by group role and highlights the number of people who never previously performed that role.
Page:
- Groups
View a summary of new participants by week over time. Filter by current participant type and household congregation or parish.
Page:
- Participants or Members
O
This report lists the opportunities selected.
Page:
- Opportunities
This report summarizes the number of opportunities by congregation or parish and ministry area.
Pages:
- or Parishes
- Opportunities
P
Print a list of views, reports, workflow processes, and tools by page.
Pages:
This one is available for Catholic dioceses: If you use the Parish Credited ID to track pledges, this report helps you understand how each appeal source affects the pledges at each parish. It lists each parish credited, which you can then expand to see each pledge source and the number of pledges, the pledge total, and the percent of the grand total amount that each source represents. You can filter by campaign type and one or more campaigns.
Page:
Review a summary count of participants grouped by demographic details like participant type, contact status, gender, and more.
Page:
- Participants or Members
Look at a summary of contacts, excluding companies. Totals are grouped by contact status, congregation or parish, participant type, and household position.
Page:
- Contacts
View a list of planned contacts for a specific person 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:
This report is similar to a donor statement, but it lists only donations made towards a pledge campaign, and it lists donations across multiple years. For that reason, this is not a statement of tax deductible donations. All donors with a pledge are listed. You can print their statements, and there are page breaks between donors.
Page:
This report is similar to a donor statement, but it lists only donations made towards a pledge campaign, and it lists donations across multiple years. For that reason, this is not a statement of tax deductible donations. Only selected donors with a pledge to the campaign are listed. You can print their statements, and there are page breaks between donors.
Page:
List each pledge source along with the number of pledges for it, the pledge total for each source, and the percent of the grand total amount that each source represents. You can filter by campaign type and one or more campaigns.
Page:
Print procedures by page.
Page:
Review and mark payments as processed. This report is only available for those using Intacct or Financial Edge for exports.
Page:
R
Understand, at a glance, the public implications of the event or form settings. You can also access the links you need for things like emails and web pages.
Page:
- Events
Review the rate of closure for responses to opportunities by month.
Page:
- Opportunities
Summarize the number of responses to opportunities.
Pages:
- Opportunities
This report provides a simple solution to transfer responsibility from a departing staff member to another staff member.
Page:
Select a building and see which rooms are available. This report takes the setup and clean up time of the event into consideration. You can filter 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:
- Events
List room reservations between two dates. The report pulls room reservations tied to an event and a room. The event must have a program and the room must have a building with an assigned location.
Pages:
S
Review the background check history for the selected records.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report lists donations in each selected batch where the donor's congregation or parish is different from the congregation or parish where the donation is credited. Churches may use this report as an alert system for donors who have switched campuses.
Page:
A listing of the contents of selected batches.
Page:
Review donations in the selected batch if they have a donor note or a donation note.
Page:
Print items with notes and date and payment type.
Page:
A summary of the selected batches, including multiple pages with different ways of summarizing the batch contents.
Page:
Print a call list of selected contact records including phones and emails. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report provides basic demographics and contact information for selected records.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Print a call list of selected contact records, including the phones and emails of their heads of house.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
View information about each campaign and the associated congregation or parish. This could be useful to a diocese that wants to compare annual pledge campaigns per parish!
Page:
This report summarizes all activity about any donor with a pledge to the selected campaign OR that has made a gift to a program participating in a selected campaign.
Pages:
This report is formatted for export to Excel and use as a mail merge. It summarizes all the activity about any donor with a pledge to the selected campaign OR that has made a gift to a program participating in a selected campaign.
Pages:
Get an overview of the amounts you can expect to receive in total over the life of a pledge campaign and compare those amounts to the amounts you've received to date.
Page:
Pages:
Get an overview of the care cases related to the contacts in the selection.
Page:
- Care Cases
View and manage the participants checked into your event by group.
Page:
- Events
Review the attendance history for the selected records. An eligible event is any event with an Event Participant record where the participation status is not 01 Interested or 05 Cancelled. Percentages are based on how many total events there could have been and how many they attended.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Review the attributes assigned to contacts in your selection.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Select records and print ID Cards with pictures, a ministry logo, and a role. This report accommodates the seasonal Alternate Mailing Address field if is is set in the Household record.
Page:
- Contacts
Review a dashboard for any one of the selected contacts. This report displays the age next to the birth date on the report.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Review pie charts and summaries of items like gender and marital status for the selected records. This report only pulls the top 15 ZIP codes and then groups everything else into the Other category. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Learn about a contact! Select records from the page you launch the report and run this report.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Learn about how the contacts in your selection on this page are involved in ministry through roles on groups and teams.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Review the journeys and milestones for the selected records.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Print a letter from the Letters page in the Communication section that is addressed to each of the selected contacts. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Review the pledges associated with a selection of contacts and their families.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
View donations by batch in each of the selected deposits.
Page:
This report summarizes the breakdown by the congregation or parish set on each batch for the selected deposits.
Page:
View a summary of giving by program in each of the selected deposits.
Page:
This report provides an interactive listing of items within a deposit. This helps prepare the deposit slip for the bank and provides a printable report of check amounts and numbers.
Page:
This report provides a deposit level summary by program with an account number. You can mark the selected deposits as "exported."
Page:
A basic directory layout for selected contacts. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Create a directory of the selected contacts, including some or all of their family members, designed to print in a three-column layout.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Create a directory of the selected contacts, including some or all of their family members and a photo of the household, designed to print in a three-column layout.
Pages:
- Care Cases
- Contacts
- Events
- or Family Care Log
- Opportunities
- or Other Families
- Participants or Members
- Remove From Directory from the Contact record
- Mobile Phone Unlisted from the Contact record
- Email Unlisted from the Contact record
- Home Phone Unlisted from the Household record
- Home Address Unlisted from the Household record
This is useful when you share this directory outside of your staff and don't want to show private information.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report displays the images and other information about the donations in the selection.
Pages:
Print letters about the selected donations.
Pages:
Because soft credit donations do not print on statements, use this report to print letters related to the selected soft credit donations.
Page:
This report lists the selected donations.
Page:
Create a mail merge file for selected Donation records on the Donations page or Donations records in selected batches on the Batches page. Each row has data about the donation and up to four Distribution records.
Pages:
This report provides a summary of donations by month and program.
Page:
Select a congregation 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
A listing of donations made by selected donors.
Page:
Print letters to the selected donors.
Page:
View donations to pledge campaigns for the event you selected. This report includes the pledge campaign goal, total pledged, donations credited to the pledge, pledge balance, event donations not credited to a pledge, total donations, and the campaign balance.
Page:
- Events
Select an event then run this report to view donations this event received. This happens when you use an XML Import tool to assign this event as the project or target event of a donation distribution.
Page:
- Events
Review the attendance and headcount metrics for selected events by group.
Page:
- Events
This report summarizes attendance, metrics, and milestones for this event.
Page:
- Events
Create participant name tags using the Avery 5395 template from a selection. Labels are 2 1/3"x 3 3/8".
Pages:
- Events
Create participant name tags using the Avery 5963 template from a selection. Labels are 2"x4".
Pages:
- Events
Create a printable list of event participants for the selected events.
Page:
- Events
This report lists the event's registrants with product purchase information and status.
Page:
- Events
Select some events and return a list of registrants, including information about their online registration.
Page:
- Events
View the event details along with rooms, service, and other items. See their approval status.
Pages:
- Events
Select one or more events to return a summary of event participants.
Page:
- Events
See basic information about the selected contact and their family members.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Print a page per selected feedback entry with historical feedback items by the listed contact.
Page:
Print a list of feedback entries from a selection.
Page:
Print a list of feedback entries from a selection.
Page:
View form response details for the event, group, or participants selected. If starting from a selection of participants, the report returns results for all form responses and forms you select in the report filters from the participants in your selection. You can select which form fields to include. Also, the Export by Group link gives an option to put each group on a separate page (for classrooms).
Pages:
- Events
- Groups
- Opportunities
See the progress each congregation or parish is making on a campaign! This report only includes active pledges credited to a congregation or parish. You can include donations that are dated on or before a certain date.
Page:
See how many group participants attended the events for a specific program. You can filter by event type and congregation or parish.
Page:
- Groups
Summarize group member attendance, including an event type filter for those groups that attend more than one type of event and need separate attendance. Event dates are listed for every event associated with the program(s) assigned to the group. This report uses the Ignore Program Groups field on the Event record.
Page:
- Groups
Review the attendance for each person in the selected groups.
Page:
- Groups
Find group participants or their parents based on having attended a number of times in a specific time period. This report includes filters for minimum attendance, maximum attendance, program, congregation or parish, group type, group role, and enrolled date. This report can save a selection back to the database.
Page:
- Groups
Select your group and find out who is having a birthday in a specific month.
Page:
- Groups
This report returns a list of group members with phones and emails.
Page:
- Groups
Create a basic directory for the selected group.
Page:
- Groups
Create a directory for the selected groups listing current group participants, including some or all of their family members.
Page:
- Groups
Create a directory for the selected groups listing current group participants, including their contact record photo if one is present.
Page:
- Groups
Print the contact information and family members of your group participants.
Page:
- Groups
This report creates a participation summary in the selected groups.
Page:
- Groups
Print a group roster with a date each person last attended a specific program.
- The Event Participant record's Group Participant field must be completed,
- The event participants' participation status must be 03 Attended or 04 Confirmed,
- The event's program must match the program in the report filter, and
- The event's program's congregation or parish must match the congregation or parish in the report filter.
Page:
- Groups
Create name tags using the Avery 5160 template from a selection of people and add one form answer. Labels are 1"x2 5/8" at 30 labels per sheet.
Page:
- Groups
Create name tags using the Avery 5395 template from a selection. Labels are 2"x4".
Page:
- Groups
Print name tags, ten per page, using the Avery 5963 labels template.
Pages:
- Groups
Export one row per head of households for the minor children members of selected groups.
Page:
- Groups
This report lists selected groups and compares the numbers of participants in those groups between two time periods.
Page:
- Groups
Find out how many folks have participated in selected groups between a defined period of time.
Page:
- Groups
This report produces a roster with a 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
Get a roster of participants for the selected groups.
Page:
- Groups
Print a roster for each group with participants with columns for up to five weeks.
Page:
- Groups
Get a roster of participants for the selected groups with spouse and kids listed.
Page:
- Groups
Print a roster for each group with the parent's contact information for the group members' heads of household.
Page:
- Groups
A simple attendance report summarized by the group for the weeks entered. This report does not include any numbers in metrics, such as a guest metric.
Page:
- Groups
Pick an anchor milestone then see how long after that milestone the family made its first donation, the person accomplished more milestones, or the person joined groups of a specific type.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report summarizes household care for the selected records.
Page:
- or Family Care Log
This report summarizes giving by household in a specific period.
Pages:
- Households or Families
This report summarizes giving by the household of the selected contact records.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Learn about a household.
Pages:
- Contacts
- or Family Care Log
- Households or Families
- Participants or Members
Print labels for the selected Household records.
Pages:
- Households or Families
This report returns basic information including, if applicable, an image attached to the Household record for selected Household records.
Page:
- Households or Families
Print out details associated with invoices between two dates.
Pages:
- Events
Get labels for the selected Contact records. This report is optimized for Avery 5160 (3 columns x 10 labels) which are 1" x 2-5/8".
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Get labels for the selected Contact records, then return labels with envelope numbers printed.
Page:
Return one label per selected family, regardless of how many family members you selected, with many greeting options. For example, Household Name, The [Last Name] Family, Heads of House: Informal, Heads of House: Formal, [List Contacts Selected], and To the Parents of [Contact List]. If applicable, the male head of household name precedes the female head of household name. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record. Avery 5160.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report returns one row with mail merge data for each selected contact. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report returns one row per household with mail merge data for each selected contact. If you select two contacts from one household, only one row returns for that household. If applicable, the male head of household name precedes the female head of household name. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Export one row per household with detailed information about each contact in the households you selected. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report lists the recipients of the message grouped by status and action message.
Page:
This report summarizes milestones assigned to participants for the selected milestones.
Page:
- Milestones
Select the milestones assigned to participants and run this report to create a letter with the letter body from the Milestone record.
Page:
Create name tags from the Avery 5395 template from a selection of people. Labels will be 2"x4". This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
This report provides a listing of payments you selected.
Page:
Review the payments in your selection.
Page:
See a live snapshot of personnel assignments for records you select, including assignment roles, dates, parishes, and more.
- Personnel record ID
- Full name, including title and suffix
- Assignment role
- Parish ID
- Parish name
- Assignment start and end dates
- Whether this is their primary assignment
- Whether this assignment is active
Pages:
- Personnel
This report returns basic information ready to print for selected Contact records. This report accommodates the seasonal Alternate Mailing Address field if it is set in the Household record.
Pages:
- Contacts
- or Family Care Log
- Participants or Members
Print a list of donations towards the selected Pledge records.
Page:
Print a letter to donors who made the selected pledges.
Pages:
This report includes data fields needed for a mail merge of the selected Pledge records, including the pledge total, given, and balance.
Pages:
Print selected procedures by page.
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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.
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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.
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Get a list of donors' contact information who have made donations to a selected program within a set date range.
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Run rosters for the program groups you selected.
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Print a roster or the program groups you selected with columns for up to five weeks.
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Print group rosters with barcodes that can expedite attendance with the Roll Scan tool on the Event record.
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Select a program and run this report to export a list. This report includes sorting options.
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Select a program then run this report to see the participants for that program.
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Print a roster of all group members that actively participate in the selected programs. To leave out some program groups, set that option in the Program Group record.
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Select some programs and see how households give to those programs.
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Export a list of all households with at least one current subscriber to one of the publications in your selection.
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This report provides a mail merge-friendly export of every person currently subscribed to a publication.
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Select the responses by participants and run this report to create a letter with the letter body from the Opportunity record.
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Select some Response records then run this report to print those responses.
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Use this report to print sacrament certificates for the selected records.
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- Milestones
- or First Communion
Similar to the Selected Sacrament Certificates report, but printed in landscape format.
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- or First Communion
Export sacrament data that you can merge into an external template, like Microsoft Word. You might use this report to print custom certificates.
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- or First Communion
Send a letter to the person's parish of baptism notifying them that a person received sacrament.
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- or First Communion
Create a printable list of scheduled participants (with a status of Awaiting or Accepted), grouped by schedule role, for a selected schedule. If you selected multiple schedules, each schedule begins on a new page. You must have the Administrators security role to run this report.
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A visual summary of instances where someone requested services for events during a period of time.
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This report lists upcoming events that require a specific type of service. Filter by service type and/or congregation or parish.
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This report returns a list of the number of messages sent from a phone number for each congregation or parish and the total costs for those messages over a specific time period.
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This report returns a list of supervisors and their teams.
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T
This report lists your incomplete tasks. If you supervise other people, you can see their incomplete tasks. If you are an administrator, you can see all incomplete tasks.
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U
See how many and what kind of records someone creates and updates.
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This report provides detail about changes someone makes to various fields on pages.
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See how many and what kind of messages someone creates and sends.
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This report answers the following questions: What rights does someone have to a page? Who has rights to a page? What pages does a specific person have rights to?
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This report answers the following questions: What tools or reports does someone have rights to? Who has rights to a specific report or tool?
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