Growth
Spiritual Growth - Milestones
The ChMS has up to 50 configurable Date Fields. Use one or more of these to track essential discipleship milestones such as Baptism.
Small / Medium Widget
When creating the Small or Medium widget along with the title of the Milestone, you are asked to select a Date Range. The Date Range represents the current time period.
Select Day, Week, Month, Quarter, or Year. The widget will display the number of people who have reached the milestone within the corresponding period.
Large Widget
The Large Widget will give you a different perspective of the Milestone data and the ability to view the data a little differently. There is the ability to plot the data using a bar or line graph, or you may choose to list the names of all the individuals who have met the milestone you are tracking.
Financial
Giving > Contributions
Small / Medium Widget
When creating the Small or Medium widget, along with the Group of people you are interested in reporting on, you are asked to select a Date Range. The Small/Medium widget will display The Date Range represents the current time period.
Select Day, Week, Month, Quarter, or Year. The widget will display the amount given within the corresponding period.
Large Widget
When creating a Large Widget, the last screen of the setup wizard will prompt you to select Number of, representing the quantity of values you'd like to plot on your chart.
Note: Number of provides the ability to view historical data for the selected time period. For example, if you selected Quarter, you'll be able to view the previous quarter as well.
Giving > People
Small / Medium Widget
When creating the Small or Medium widget, along with the Group of people you are interested in reporting on, you are asked to select a Date Range. The Date Range represents the current time period.
Select Day, Week, Month, Quarter, or Year. The widget will display the number of people who gave within the corresponding period.
Large Widget
When creating a Large Widget and you navigate to the last page of the Wizard, you are asked a question that starts out “Number of”. On the previous page you had selected what time period you were interested in. Day, Week, Month, Quarter or Year. The “Number of” is quantity of values you want to plot on the chart. This gives you the ability to view older data farther back than available, using the Small or Medium Widget.
Pledges > Pledged
Small / Medium Widget
Small and Medium Widgets are used to display the amount of money currently Pledged to a Campaign.
Large Widget
A Large Pledged Widget will add a circular graph comparing the total pledges in relation to the Campaign goal.
Pledges > Given
Small / Medium Widget
Small and Medium Widgets display the amount of money given to a Campaign.
The Medium Widget allows you to include sentences with the percentage given compared to the required amount and the percentage given to the total pledged.
Large Widget
The Large Pledges Given Widget will add a circular graph comparing the amount given to the amount pledged.
Attendance
Small / Medium Widget
When creating the Small or Medium widget, along with the Group of people you are interested in reporting on, you are asked to select a Date Range. The Date Range represents the current time period.
Select Day, Week, Month, Quarter, or Year. The widget will display the amount given within the corresponding period.
The Show Unique People selection allows you to narrow your focus on how many different people have attended during the selected time period.
Example: Ten people you select are in groups that meet four times per month, and each is present every time. If you select Show Unique People for the Date Range = Month, Present Status = Present, the result will be a value of 10.
If Show Unique People is not selected, you will get a value of 40, which represents 40 total records marked as present.
Large Widget
When creating a Large Widget, the last screen of the setup wizard will prompt you to select Number of, representing the quantity of values you'd like to plot on your chart.
Note: Number of provides the ability to view historical data for the selected time period. For example, if you selected Quarter, you'll be able to view the previous quarter as well.
People
Birthdays
Small / Medium Widget
When selecting Date Range = ‘Day’, you will see all birthdays for the current day.
The periods (Week, Month, Quarter, and Year) are a rolling forward time range.
Examples:
If you select week, you will see all birthdays today and those to be celebrated in the next seven days.
If you select a month, you will see all birthdays today, plus the birthdays to be celebrated up to one month in advance.
If you select quarter, you will see all birthdays that are current day plus the birthdays that are to be celebrated in the next fourth of the year.
When selecting a year, you will see all birthdays on the current day plus birthdays that are to be celebrated in the next 365 days.
Large Widget
The Large Widget allows you to see more birthdays displayed at once and further customize the date range.
A Date Range of Day will display the exact number of days you choose in the quantity field.
Example: If Date Range = ‘Day’ and Number of days = ‘2’, you will see all birthdays for today and tomorrow.
Week, Month, Quarter, and Year periods are a rolling forward time range. In other words, you can see all birthdays in the selected period starting today.
In addition, you can choose how many periods in the date range to display.
Example: If the Date Range = ‘Week’ and the Number of Weeks = ‘2’, you will see all birthdays that are the current day plus the birthdays that will be celebrated in the next fourteen days.
Anniversaries
Small / Medium Widgets
When selecting Date Range = ‘Day’ you will see all Anniversaries that are for the current day.
The periods (Week, Month, Quarter, and Year) are a rolling forward time range. You can see the Anniversaries that are today and the Anniversaries that are upcoming for the time range selected.
Example; If you select week you will see all Anniversaries that are current day plus the Anniversaries that are to be celebrated in the next seven days.
If you select month you will see all Anniversaries that are current day plus the Anniversaries that are to be celebrated up to one month in advance.
If you select quarter, you will see all Anniversaries that are current day plus the Anniversaries that are to be celebrated in the next fourth of the year.
When selecting year you will see all Anniversaries that are current day plus Anniversaries that are to be celebrated in the next 365 days.
Large Widget
When creating a large widget you are able to see more Anniversaries displayed at one time and have some additional ability to customize the amount of data returned.
A Date Range of ‘Day’ will display the exact Number of Days you choose in the quantity field.
Example; If Date Range = ‘Day’ and Number of days = ‘2’, you will see all Anniversaries for today and tomorrow.
The periods (Week, Month, Quarter, and Year) are a rolling forward time range. You can see the Anniversaries that are today and the Anniversaries that are upcoming for the time period selected. In addition, you are asked to choose how many periods of the Date Range to display.
Example; If Date Range = ‘Week’, and Number of Weeks = ‘2’, you will see all Anniversaries that are current day plus the Anniversaries that are to be celebrated in the next fourteen days.
Interactions
Small / Medium Widgets
When creating the Small or Medium widget, along with the Group of people you are reporting on, you are asked to select some additional values;
The Date Range represents the current time period.
The Action represents the Interaction to be done by an individual
The Type represents the Interaction Status.
Assigned is the date the Interaction was first created and Assigned to an individual. Outstanding is an Assigned Interaction that has not been Completed. The Outstanding reference date is same as Assigned date. So an Interaction is considered Outstanding from the very first day it is created until it is Completed.
Completed is an Assigned Interaction that has been finished and marked as completed. The Completed Date is the date used for reporting.
If you select Date Range = Day, the widget will display the quantity of the Interactions which match the Action and Interaction Type you selected that pertains to Today.
Example; If Date Range = Day, Action = Email, Types = Assigned you will see the quantity of Email Interactions that have been Assigned Today.
If you select Week, the widget will display the quantity of the Interactions which match the Action and Interaction Type you selected that pertains to the current Week.
Example; If Date Range = Day, Action = Email, Types = Outstanding you will see the quantity of Email Interactions that have been Assigned in the current Week to-date but not yet marked as Completed.
If you select Month, the widget will display the quantity of the Interactions which match the Action and Interaction Type you selected that pertains to the current Month.
Example; If Date Range = Day, Action = Email, Types = Completed you will see the quantity of Email Interactions that have been Completed in the current Month to-date
Large Widgets
The Large Widget gives you the ability to display a comparison of all three Interaction status’s. The number displayed in the upper left side of the widget, and the text description on the right, represent current information for the interaction type you selected as your primary when designing the widget.
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