How To Use Reports

 

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Reports allow you to track discipleship trends, analyze contributions, and monitor attendance—and that's just scratching the surface.

  • Save report filter options for later use and share reports with your team.
  • Use results for common actions, like creating segmented communication lists and groups. 
  • Build new reports using custom fields to track what's most important for your ministry.

Watch our Reports overview video for helpful and commonly used reports and functions. 

 

*This video overview may include some outdated images. Thank you for your patience as we update our materials.

Pro-Tip: Advanced or Query searches can be saved and shared as custom reports and include many (or more) of the same action items available within pre-built reports.

 

 

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