When someone asks "how do I build a report?" there are two different answers.
First, churches can author their own report or commission Professional Services to create one. This adds a church-customized report to the hundreds of reports already in MinistryPlatform. In order to author your own reports, it is recommended that the user have a basic understanding of the following:
Second, using the Views/Advanced Search feature of MinistryPlatform allows users to define the columns and filtering criteria for the records you want returned. Using this functionality saves the criteria as a Page View that is available to the user and (if desired) a User Group, and it can be used for sorting, selecting, emailing, running reports, texting, etc. Oftentimes, building Page Views with this feature is sufficient for a church's reporting needs and customized reports may not even be necessary, particularly if the tools within the system are leveraged well. To that end, here are tips for leveraging the system well: