Alphabetical List of Reports

  • These are the reports in MinistryPlatform, listed in alphabetical order, with descriptions and the Pages on which they can be found:
  • *About This Page
    The report tells you about the views, reports, workflow processes, and procedures associated with this page. This report will also list data quality issues specific to the current page.
    Pages: All pages
     
  • 3D Ministry Grid
    This report summarizes ministry involvement by the type or roles participants are engaged in as well as by their status in regards to that role (past, current, future).
    Pages: Congregations, Ministries
     
  • 3D Ministry Grid-Selected
    After selecting one or more ministries, this report summarizes ministry involvement by the type or roles participants are engaged in as well as by their status in regards to that role (past, current, future).
    Page: Ministries
     
  • Account Summary & Drill Down
    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
     
  • Adjust Selected Distributions
    This report will allow you to review and initiate a process of correcting distributions that need to be applied to different programs.
    Page: Donation Distributions
     
  • Alter or Delete Subscription
    Review and change the amount of donation and distribution items that are part of a subscription created by the online giving system. Remaining items in the subscription may be deleted with this actionable report as well.
    Page: Donations
     
  • Audit Log Search Selected Administrators will 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
     
  • Birthday List:  This report shows the individuals who have a birthday for a given date range with pictures. 
    Page: Contacts
     
  • Campaign Dashboard
    A visual summary of a pledge campaign.
    Pages: Pledge Campaigns, Pledges
     
  • Campaign Donation List
    A list of all donations to your campaign.
    Pages: Pledge Campaigns, Pledges
     
  • Campaign Donation to Pledge Matching
    This report will identify donations that should be assigned to pledges and allow the user to correct them.
    Pages: Pledge Campaigns, Pledges
     
  • Campaign Pledge Dashboard
    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
     
  • Campaign Pledge List
    Lists the pledges associated with a specific campaign.
    Pages: Pledge Campaigns, Pledges
     
  • Campaign Projection
    Review projected pledges and actual giving for the duration of the campaign. (note: unbatched donations do not appear in this report)
    Page: Pledge Campaigns
     
  • Care Log Summary
    Find out how much care the church has provided to households. Compare two periods. Filter by congregation or care outcome.
    Pages: Care Types, Congregations, Household Care Log, Households
     
  • Change Selected Congregation (This report has been deprecated, and this approach is recommended instead).
    This report will list those who are selected who are in a household in a specific congregation and allow the operator to reassign their household to a new congregation
    Page: Donors
     
  • Combine Duplicate Contacts (This report has been deprecated, and this approach is recommended instead).
    This report will list contacts who have a "Duplicate Of" relationship and allow you to review and then combine those contacts.
    Pages: Contact Relationships, Contacts
     
  • Communications Summary
    Find out how much communication the church has made to individuals. Compare two periods. Filter by congregation.
    Pages: Congregations, Contact Log, Feedback Entries, Household Care Log, Messages
     
  • Compare & Combine Selected Households
    Select two households, then use this report to compare and possibly combine them.
    Pages: Households
     
  • Compare Selected Relationships
    This report will create a side-by-side comparison between two related records. Use the Combine Duplicate Contacts report to combine two records. This report can be used to compare relationships that have not yet been clearly designated as duplicates.
    Page: Contact Relationships
     
  • Congregation Summary
    A summary of the number of households, groups and programs by Congregation.
    Page: Congregations
     
  • Copy Selected Donations
    Use this report to review donations and then copy them. This is useful for creating correcting entries. The donations will be "ready for a batch".
    Page: Donations
     
  • Data Quality Report
    List data quality issues by page.
    Page: Procedures
     
  • Donation Analysis
    This report provides an analysis by donor for donations in a given period
    Parameters: Period Start, Period End, Accounting Company, Statement Header, Program Filter, Min Period Giving (AKA Minimum Donation Amount Given During the Period Indicated that you want to show up on this report (anything below that number will not be listed on the report)), Tax Deductible, Group By (grouping by Congregation is the Household Congregation - the Congregation set on the Houeshold record of the Donor), and Optional Title. 
    Pages: Congregations, Donation Distributions, Donations, Donors, Programs, Statement Headers
     
  • Donation Analysis Soft Credit
    If your church applies "Soft Credit" to select Distributions this report will assist you in finding out who gave and how much was given between two dates to one or more programs that was recorded as soft credit.
    Page: Donors
     
  • Donation Listing
    A listing of donations between two donation dates.
    Pages: Batches, Donations
     
  • Donation Listing - Enhanced
    List donations by batch between two dates. Allows the user to see much more information and apply more parameters than the Donation Listing report.
    Page: Donations
     
  • Donation Listing - Simple
    List donations between two dates in a simple table useful for export to Excel or other software applications for analysis.
    Page: Donations
     
  • Donations By Congregation
    This report will provide an analysis of giving by Congregation (as set on the Batch record) for a range of dates grouped by date, week, month, or year.
    Pages: Congregations, Donations, Programs
     
  • Donations By Payment Type
    Summarizes donations by Payment Type for two user defined periods.
    Page: Donations
     
  • Donations By Week
    View the sum or count of donations by week. (Note that the weeks will always calculate as Monday thru end of day Sunday). The "Donations by Week" only pulls those Donations that have been Batched (so the Batch ID cannot be blank) and it uses the Donation Date. It uses the "Starting" date to pull anything that has that date or into the future based on what week it falls into. Filter by congregation, statement header or program. This report is great to see a week by week comparison of 2 or more years!
    Pages: Congregations, Donation Distributions, Donations, Programs, Statement Headers

 

  • Donations By Week By Program
    Review sum of donations by week by program. The "Week Starts" parameter makes a difference on what week it will show but it is looking at the Donation Date. This report will show Batched or UnBatched Donations depending on "Show Unbatched" parameter. It uses the starting and ending date that the user types in plus one day.  So the Donation Date greater than or equal to the Start Date and less than the End Date + 1.
    Pages: Donation Distributions, Donations, Programs, Statement Headers

 

  • Donation Summary Export
    Export an analysis of giving by all households with donations in a specific period.  Allows for optionally including non-cash donations and filtering by statement header.
    Pages: Household
     
  • Donation Summary Export Selected
    Export an analysis of giving by the selected households in a specific period.  Allows for optionally including non-cash donations and filtering by statement header.
    Pages: Household
  • Donor Dashboard
    Analyze various facts about your donors.
    Page: Donors
     
  • Donor Household Retention
    This report shows the number of new Donor households over time along with the retention of these households as future donors.
    Page: Donors
     
  • Donor Stmts
    This report will allow the creation of donor statements for all donors within a statement period.
    Page: Donors
     
  • Donor Stmts: 2 Column
    Donor statement showing donations for tithes and a column for all other designated.
    Page: Donors
     
  • Donor Stmts: 2 Column Selected
    Donor statement for selected donors with a column for tithes and a column for all designated.
    Page: Donors
     
  • Donor Stmts: 3 Column
    Donor statement showing donations for tithes, one other statement header, and a column for all other designated.
    Page: Donors
     
  • Donor Stmts: 3 Column
    This statement will always use three columns to break down donations. Program distributions will be listed in a column based upon the Statement Column value in the Program record..
    Page: Donors
     
  • Donor Stmts: 3 Column Selected
    This report will create 3 column statements for the selected donor records.
    Page: Donors
     
  • Donor Stmts: 3 Column Selected
    Donor statement for selected donors with a column for tithes, one other statement header, and a column for all designated.
    Page: Donors
     
  • Donor Stmt: 3 Column With Letter
    Print a personalized cover letter before each statement.
    Page: Donors
     
  • Donor Stmts: 4 Column
    Donor statement for all donors with three explicit columns for your first three statement headers and a 4th column for all others.
    Page: Donors
     
  • Donor Stmts: 4 Column Selected
    Donor statement for selected donors with three explicit columns for your first three statement headers and a 4th column for all others.
    Page: Donors
  • Donor Stmts: 5 Column
    Donor statement for all donors with four explicit columns for your first three statement headers and a 5th column for all others.
    Page: Donors
     
  • Donor Stmts: 5 Column Selected
    Donor statement for selected donors with four explicit columns for your first three statement headers and a 5th column for all others.
    Page: Donors
  • Donor Stmts: 6 Column
    Donor statement for all donors with five explicit columns for your first three statement headers and a 6th column for all others.
    Page: Donors
     
  • Donor Stmts: 6 Column Selected
    Donor statement for selected donors with five explicit columns for your first three statement headers and a 6th column for all others.
    Page: Donors
  • Donor Stmts: By Date
    Donor statement showing donations by date.
    Page: Donors
     
  • Donor Stmts: By Date Selected
    Donor statement for selected donors by date.
    Page: Donors
     
  • Donor Stmts: Selected
    This report will create statements for the selected donor records.
    Page: Donors
     
  • Donor Summary - Selected
    Summarizes giving by quarter for selected donor records.
    Page: Donors
     
  • Double Booked Rooms
    View a list of future events with 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
     
  • Envelope File
    Produce an envelope file to be saved and sent to an envelope mailing company.
    Page: Donors
     
  • Envelope File Multi-Campus
    Produce an envelope file to be saved and sent to an envelope mailing company.
    Page: Donors

  • Equipment Use Forecast
    List equipment reservations between two dates.
    Pages: Equipment, Equipment Reservations, Equipment Types
     
  • Event Listing
    This report will show events taking place between two dates in a nice printable format.
    Pages: Congregations, Events, Locations
     
  • Event Setup
    View a detailed list of all rooms, equipment, and services needed for an event.
    Page: Events
     
  • Feedback Printout
    Print a page per selected feedback entry with historical feedback items by that contact listed.
    Pages: Feedback Entries
     
  • Feedback Report
    Print a list of feedback entries from a given date in time forward. Feedback includes comments, prayer requests, and praises.
    Pages: Contacts, Feedback Entries, Feedback Types
     
  • Feedback Summary
    This report will summarize the number, type, and visibility level of feedback items submitted between two dates.
    Pages: Contacts, Feedback Entries, Feedback Types, Programs
     
  • Feedback Summary By Program
    This report will summarize feedback items by the program to which they are related.
    Pages: Feedback Entries, Programs
     
  • Find Contacts By Attributes
    Find contacts who have one or more required contact attributes. It can display optional attributes as well as allowing the end user to create a selection to communicate with those contacts matching their required attributes.
    Pages: Contacts
     
  • Find Donor Household Change: This report will list donor households by giving change (amount and %) and allow the user to create a selection.
    Pages: Donors
     
  • Find Donor Household Change Selected: This report will list donor households by giving change (amount and %) from a selection.
    Pages: Donors
     
  • Find Donor Households: This report is similar in purpose to the “Find Donors” report.  However, it will return 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
    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: Export
    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
     
  • First Donation By Week
    Analyze how many donors made a first donation each week over time.
    Page: Donors
     
  • Find Soft Credit Donors 
    If your church applies "Soft Credit" to select Distributions this report will assist you in building a list of donors who were given soft credit between two dates to one or more programs.
    Page: Donors
     
  • Giving Band Analysis
    analyze giving by donors based on "bands" or levels of giving. Set levels in Configuration Settings.
    Page: Donors
     
  • Giving Band Export
    Export one row per donor based on "bands" or levels of giving. Set levels in Configuration Settings.
    Page: Donors
     
  • Giving Band Summary
    View a table summarizing giving by "bands" or level of giving.  Set levels in Configuration Settings. Group the results by age, zip, city, and other dimensions. Filter the results to specific types of giving.
    Page: Donors
     
  • Group Involvement Summary
    This report will show how many participants, servants and leaders are active in groups of a specific type.
    Page: Groups
     
  • Group Participant Attendance
    select the group participants who attended your event within the past 30 days and use this tool to post their attendance.
    Page: Group Participants
     
  • Group Participant Changes By Month
    Get a net number by month of people added and removed from groups.
    Page: Groups
     
  • Group Recommendations
    Select a Contact and get back 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 1 so it will pull back any Groups that match the Contact for 1 or more Attributes. The higher the number the less matches will be returned.
    Page: Contacts
     
  • Group Roster Plus Family
    Get a roster of participants for the selected groups along with spouse and kids listed (note: If an individual has more than one spouse listed in their Household, the individual will show up in the report multiple times - the first time will be with Spouse A, the second time will be with Spouse B and so on).
    Page: Groups
     
  • Group Seasonal Dashboard
    A visual representation of group participation between two dates.
    Pages: Group Types, Groups
     
  • Group Seasonal Summary
    Facts about groups and group participation between two dates.
    Pages: Group Types, Groups
     
  • Group Snapshot Dashboard
    A visual representation of group participation as of a specific date.
    Pages: Group Types, Groups
     
  • Group Snapshot Summary
    Facts about groups and group participation as of a specific date.
    Pages: Group Types, Groups
     
  • Group/Team Export
    Use this report to export groups and teams of a specific type. Include contact information as well as attributes that describe the group.
    Page: Groups
     
  • Household Source Analysis
    Review the source of participants in your database
    Page: Households
     
  • Households New Again
    This report will take a range of dates & return households with activity between those dates that were inactive for a set number of days before that time.
    Pages: Households, Participants
     
  • Invoice Printout
    A report to print out details associated with invoices between two dates.
    Pages: Events, Invoices
     
  • Journey Participants
    View the people on each Journey. Find those needing a specific milestone. Create a selection if needed.
    Pages: Journeys, Milestones, Milestones Assigned
     
  • Major Donors
    This report will list donors and their donations if those donors gave over a minimum threshold between two dates.
    Page: Donors
     
  • Milestone Summary
    This report summarizes milestone records.
    Pages: Congregations, Journeys, Milestones, Milestones Assigned, Programs
     
  • Milestone Summary By Ministry
    This report summarizes milestone records.
    Pages: Congregations, Milestones, Milestones Assigned, Ministries
     
  • Milestones By Week
    View a summary of milestones assigned by week over time.
    Pages: Journeys, Milestones, Milestones Assigned
     
  • Ministry Metrics
    Learn key facts about your ministry during a specific period of time with this report.
    Page: Ministries
     
  • Mission Trip Donations
    View a summary of mission trip giving and print pages for each participant. Only events that are linked to Pledge Campaigns of type Mission Trip will be available to this report
    Page: Events
     
  • Mission Trip Donors
    Review a list of trip donors without amounts
    Page: Events
     
  • Mission Trip Summary
    Review a summary of Mission Trip donations.
    Page: Events
     
  • New Group Participants
    Use this report to determine how many people have been added to groups of a specific type between two dates. The report will break results down by group role and highlight the # people who had never previously performed that role.
    Pages: Group Participants, Groups
     
  • New Participants By Week
    View a summary of new participants by week over time. Filter by current participant type and household congregation.
    Page: Participants
     
  • Opportunities Selected
    Lists the opportunities selected.
    Page: Opportunities
     
  • Opportunity Summary
    Summarizes the number of opportunities by Congregation & Ministry Area.
    Pages: Congregations, Ministries, Opportunities, Responses
     
  • Page Listing
    Print a list of views, reports, workflow processes, and tools by page.
    Pages: Processes, Users
     
  • Participant Analysis
    Review a summary count of participants grouped by various demographic details like participant type, contact status, gender and more.
    Page: Participants
     
  • People Totals
    Look at a summary of contacts excluding companies. Totals are grouped by contact status, congregation, participant type, and household position.
    Page: Contacts
     
  • Planned Contact ListingThis report will allow you to see a list of planned contacts for a specific user that have not yet been completed.  This report is a good candidate for a 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
     
  • Pledge Campaign Statement
    This report is formatted similarly to a donor statement, but it lists only donations made towards a Pledge Campaign and it will list donations across multiple years.  For that reason, this is not a statement of tax deductible donations.  All donors who have a pledge will be listed.  Their statement can be printed and there are page breaks between donors.
    Page: Donors
     
  • Pledge Campaign Statement - Selected
    This report is formatted similarly to a donor statement, but it lists only donations made towards a Pledge Campaign and it will list donations across multiple years.  For that reason, this is not a statement of tax deductible donations.  Only selected donors who have a pledge to the campaign will be listed. Their statement can be printed and there are page breaks between donors.
    Page: Donors
     
  • Procedure Manual
    Print procedures by page.
    Page: Procedures
     
  • Process Selected Payments
    This actionable report allows an operator to review and mark payments as processed
    Page: Payments
     
  • Record Review & Useful Links 
    This report helps a user understand, at a glance, the public implications of the event or form settings.  It will also give the user access to the links they will need for things like emails and web pages.
    Pages: Events, Forms
     
  • Response Closure By Month
    Review the rate of closure for responses to opportunities by Month
    Page: Opportunities
     
  • Response Summary
    Summarizes the number of responses to opportunities.
    Pages: Opportunities, Responses
     
  • Responsibility Transfer Report
    This report provides a simple solution for transferring responsibility from a departing staff member to an alternate staff member. 
    Page: Users
  • Room Availability Research
    Select a building and see which rooms are available (takes the setup/clean up time of the Event into consideration). Can set parameters for a range for dates, times, or day of the week and/or specific room selections.  Also, includes a grid for a quick visual aid.
    Pages: Buildings, Events, Room Reservations, Rooms
     
  • Room Use Forecast
    List room reservations between two dates. The report pulls room reservations that are tied to an Event (with a Program), a Room (with a Building which has a Location assigned to it).
    Pages: Room Reservations, Rooms
     
  • Selected Background Checks
    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, 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
     
  • Selected Batch Congregation Mismatch
    This report lists donations in each of the selected batch where the congregation of the donor is different from the congregation to which the donation is being credited.  Churches may use ths report as an alert system for donors who have switched campuses.
    Page: Batches
     
  • Selected Batch Listing
    A listing of the contents of selected batches.
    Page: Batches
     
  • Selected Batch Notes
    Review donations in the selected batch if they have a donor note or a donation note.
    Page: Batches
     
  • Selected Batch Simple Item List
    Prints items with notes and date and payment type.
    Page: Batches
     
  • Selected Batch Summary
    A summary of the selected batches including multiple pages with different ways of summarizing the batch contents
    Page: Batches
     
  • Selected Call List
    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, 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
     
  • Selected Call List Enhanced
    This report provides basic demographics and contact info 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, 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
     
  • Selected Call List: Heads
    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, 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
     
  • Selected Campaign Donor Summary
    This report will summarize all the activity related to any donor that has a pledge to the selected campaign OR that has made a gift to a program participating in a selected campaign. (note: unbatched donations do not appear in this report)
    Page: Pledge Campaigns
     
  • Selected Campaign Donor Summary Export
    This report is formatted for export to Excel and use as a mail merge. It will summarize all the activity related to any donor that has a pledge to the selected campaign OR that has made a gift to a program participating in a selected campaign. (note: unbatched donations do not appear in this report)
    Page: Pledge Campaigns
     
  • Selected Campaign Summary
    Get an overview of the status of a campaign. (note: both batched and unbatched donations will appear if the Donation Distribution has been assigned a pledge)
    Page: Pledge Campaigns
     
  • Selected Care Cases
    Get an overview of the Care Cases related to the Contacts in the selection.
    Page: Care Cases
     
  • Selected Check In Listing
    View and manage the participants checked into your event by group
    Page: Events
     
  • Selected Contact Attendance
    Review the attendance 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, 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
     
  • Selected Contact Attributes
    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, 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
     
  • Selected Contact Badge
    Select records and print ID Cards with pictures, a ministry logo and a role.
    Page: Contacts
     
  • Selected Contact Dashboard*
    Review a dashboard for any one of the selected contacts.  This report display 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, 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
     
  • Selected Contact Demographics*
    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 will pull the top 15 zip codes and then group 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, 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
     
  • Selected Contact Facts
    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, 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
     
  • Selected Contact Group Involvement
    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, 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
     
  • Selected Contact Journeys
    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, 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
     
  • Selected Contact Letters
    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, 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
     
  • Selected Contact Pledges
    Review the pledges associated with to 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, 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
     
  • Selected Counseling Engagements 
    Print selected counseling engagements and notes.
    Page: Engagements
     
  • Selected Deposit - Batch & Donation Listing
    View donations by batch in each of the selected deposits.
    Page: Deposits
     
  • Selected Deposit - Congregation Breakdown
    This report will summarize the breakdown by the congregation set on each batch for the selected deposits.
    Page: Deposits
     
  • Selected Deposit - Export Preview
    View a summary of giving by program in each of the selected deposits.
    Page: Deposits
     
  • Selected Deposit - Items List
    This report will provide an interactive listing of items within a deposit. It will aid in preparing the deposit slip for the bank as well as providing a printable report of check amounts and numbers.
    Page: Deposits
     
  • Selected Deposit Program Summary Export 
    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
     
  • Selected Directory
    Basic directory layout for contacts that are selected.
    Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, 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
     
  • Selected Directory - Household
    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, 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
     
  • Selected Directory - 3 Column*
    Produce a directory for the selected contacts including some or all of their family members designed to print in a 3 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, 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
     
  • Selected Donation Images
    This report will show you the images and other information about the donations associated with the selection below.
    Pages: Batches, Deposits, Donation Distributions, Donations
     
  • Selected Donation Letter
    This report will allow you to print letters related to selected donations.
    Page: Donations
     
  • Selected Donation Listing
    This report lists the selected donations
    Page: Donations
     
  • Selected Donation Mail Merge: This report can 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 will contain data about the donation and up to 4 distribution records. 
    Page: Batches, Donations
     
  • Selected Donations By Month
    This report provides a summary of donations by month and program
    Page: Donations
     
  • Selected Donor Alerts
    Select a congregation then run this report to return a list of active households in that congregation with donation information for a user defined period of time.
    Page: Congregations
     
  • Selected Donor Donation Listing
    A listing of donations made by selected donors.
    Page: Donors
     
  • Selected Donor Household Summary
    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
     
  • Selected Donor Letter
    This report will allow you to print letters to the selected donors.
    Page: Donors
     
  • Selected Event Campaign Donations
    Review the attendance history of each participant in the selected group.
    Page: Events
     
  • Selected Event Donations
    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
     
  • Selected Event Group Attendance
    Review the attendance and headcount metrics for selected events by group. Note: the Attended Guest column is calculated based on the Group Role title. If any title contains "Guest", "Prospect", or "Visit", that attendance is counted in the Attended Guest column.
    Page: Events
     
  • Selected Event Metrics
    Summarizes attendance, metrics, and milestones related to this event.
    Page: Events
     
  • Selected Event Participants List
    This report will generate a printable list of event participants for the selected events.
    Page: Events
     
  • Selected Event Registrations
    Select some events on the events page and get back a list of registrants including information about their online registration.
    Page: Events
     
  • Selected Event Setup Form
    View the event details along with rooms, service, and other items. Approval status will be listed.
    Pages: Service Reservations, Equipment Reservations, Events, Room Reservations
     
  • Selected Event Summary
    Select one or more events to return a summary of event participants.
    Page: Events
    Notes: The "guest" count at the bottom is to allow the leader of the class to record how many guests (who were not on the roster) attended so that an appropriate guest "Metric" record can be created.
     
  • Selected Family Listing
    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, 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
     
  • Selected Feedback Digest
    Print a page per selected feedback entry with historical feedback items by that contact listed.
    Page: Feedback Entries
     
  • Selected Feedback Printout
    Print a list of feedback entries from a selection on the Feedback Page.
    Page: Feedback Entries
     
  • Selected Feedback Report
    Print a list of feedback entries from a selection on the Feedback Page.
    Page: Feedback Entries
     
  • Selected Form Responses 
    View form response details for the Event, Group, or Participants selected. If starting from a selection of Participants, the report will return results for all Form Responses from the selected Participants for the selected Forms (set in report parameters). You can choose which Form Fields to include. Also, the "Export by Group" link at the bottom gives an option to have each group on a separate page (for classrooms).
    Pages: Events, Event Participants, Groups, Group Participants, Responses, and Opportunities
     
  • Selected Group Attendance
    Find out how many group participants were present at the events for a specific program. Filter by event type and congregation.
    Page: Groups
     
  • Selected Group Attendance by Event Type
    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
     
  • Selected Group Attendance By Individual
    Review the attendance for individuals in the selected groups
    Page: Groups
     
  • Selected Group Attendee Search
    Find Group participants or their parents based on having attended some number of times (Attended Min and Attended Max parameter) in a user defined time period. 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
     
  • Selected Group Birthday List
    Select your group and find out who is having a birthday in a specific month
    Page: Groups
     
  • Selected Group Call List
    This report returns a list of group members with phones and emails.
    Page: Groups
     
  • Selected Group Directory
    A basic directory for the selected group.
    Page: Groups
     
  • Selected Group Directory - Household
    Produce a directory for the selected groups listing current group participants including some or all of their family members.
    Page: Groups
     
  • Selected Group Directory - Photos
    Produce a directory for the selected groups listing current group participants including their contact record photo if one is present.
    Page: Groups
     
  • Selected Group Family Listing
    Print the contact information and family members of your group participants
    Page: Groups
     
  • Selected Group Involvement
    This report will generate a summary of participation in the selected groups
    Page: Groups
     
  • Selected Group Last Attended
    This report will allow the user to print a group roster with a date each person last attended a specific program
    Page: Groups
     
  • Selected Group Nametags: Avery 5963
    Print name tags, 10 per page, using the Avery 5963 labels template
    Pages: Groups, Group Participants
     
  • Selected Group Parent Email List: Export one row per parent (head of house) for the Minor Children members of selected groups.
    Pages: Groups
     
  • Selected Group Participation Percentages: This report lists selected groups and compares the numbers of participants in those group between two time periods
    Pages: Groups
     
  • Selected Group Participation Summary: Find out how many folks have been participating in selected groups between a user defined period of time.
    Pages: Groups
     
  • Selected Group Rollscan Roster: 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 Rollscan Roster.
    Page: Groups
     
  • Selected Group Roster
    Get a roster of participants for the selected groups.
    Page: Groups
     
  • Selected Group Roster: Parent Info
    Print a roster for each group with the parents contact information for the group members parents (heads of house).
    Page: Groups
     
  • Selected Group Weekly Attendance by Group
    A simple attendance report summarized by the Group for the weeks entered 
    Pages: Groups
     
  • Selected Groups: Avery 5160
    Print mailing labels or name tags using the Avery 5160 labels template. The option to add one field from Custom Forms also available on name tags.
    Pages: Groups, Group Participants
     
  • Selected History Since Milestone
    Pick an anchor milestone then find out how long after that milestone the family made its first donation or 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, 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
     
  • Selected Household Care
    This report summarizes Household Care for the selected records.
    Page: Household Care Log
     
  • Selected Household Donation Summary
    This report summarizes giving by household in a specific period
    Page: Households
     
  • Selected Household Donations
    This report will summarize 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, 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
     
  • Selected Household Facts
    Learn about a household by selecting it and running this report.
    Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, 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
     
  • Selected Household Labels
    Print labels for the selected household records.
    Page: Households
     
  • Selected Household Matches
    Select a few households then run this report to find out if there are similar households in the database already. This report is the first step to combine households when needed.
    Page: Households
     
  • Selected Household Photos
    This report returns basic information including, if applicable, an image attached to the Household record for selected Household records.
    Page: Households
     
  • Selected Invoice Printout
    A report to print out details associated with invoices between two dates.
    Pages: Events, Invoices
     
  • Selected Labels
    Get labels for 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, 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
     
  • Selected Labels Envelope No
    Get labels for the selected contact records on donor page then return labels with envelope no printed.
    Page: Donors
     
  • Selected Labels: 1 Per Family
    This report for selected records will return one label per family regardless of how many family members are selected, and provides many greeting options (e.g., Household Name, The [Last Name] Family, Heads of House: Informal, Heads of House: Formal, [List Contacts Selected], To the Parents of [Contact List]. If applicable, the male head of household name will preceed 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, 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
     
  • Selected Mail Merge
    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, 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
     
  • Selected Mail Merge: 1 Per Family
    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 will preceed 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, 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
     
  • Selected Mail Merge: Family Detail
    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, 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
     
  • Selected Message Recap
    This report will list the recipients of the message grouped by status and action message
    Page: Messages
     
  • Selected Milestone Summary
    This report summarizes milestones assigned to participants for the selected milestones.
    Page: Milestones
     
  • Selected Milestones Letter
    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
     
  • Selected Group Nametags: Avery 5395
    Create Nametags, Avery #5395 2x4, quickly for Group Participants from any selection of Groups.
    Pages: Groups 
     
  • Selected Nametags: Avery 5395
    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, 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
     
  • Selected Nametags: Avery 5395 and 5963
    Pages: Events page and Event Participants 
     
  • Selected Payment Listing
    This report provides a listing of payments selected on the payments page.
    Page: Payments
     
  • Selected Photo Report
    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, 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
     
  • Selected Pledge Donation List
    Prints a list of donations towards the selected pledge records.
    Page: Pledges
     
  • Selected Pledge Letter
    Quickly print a letter to donors who made the selected pledges.
    Page: Pledges
     
  • Selected Pledge Mail Merge
    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
     
  • Selected Procedure Manual
    Print selected procedures by page.
    Page: Procedures
     
  • Selected Program Donations
    Get a list of donations to the selected programs between two dates.
    Page: Programs
     
  • Selected Program Donations Enhanced
    Lists donations by program between two dates. It uses the starting and ending date that the user types in plus one day. So the Donation Date greater than or equal to the "Donations From" and less than the "Donations Through" + 1.  This report will only show Donations that are Batched (Batch ID is not blank).
    Page: Programs

 

  • Selected Program Donors
    Get a list of donors with contact information who have made donations to a selected program within a set date range.
    Page: Programs
     
  • Selected Program Donors
    Get a list of donors to the selected programs between two dates.
    Page: Programs
     
  • Selected Program Group Rosters
    Run rosters for the Program Groups you've selected.
    Page: Program Groups
     
  • Selected Program Groups Multi-week Roster
    Print a roster with columns for up to 5 weeks.
    Page: Program Groups
     
  • Selected Program Groups RollScan Roster
    Print group rosters with barcodes that can be used to expedite attendance with the RollScan tool on the Event record.
    Page: Program Groups
     
  • Selected Program Participants List
    Select a program then run this report and you will get back the participants for that program
    Page: Programs
     
  • Selected Program Roster
    Use this report to print a roster of all group members who are actively participating in the selected programs. It is possible to omit some program groups by setting that option in the Program Group record.
    Page: Programs
     
  • Selected Programs Household Giving
    Select some programs and then find out how households give to those programs.
    Page: Programs
     
  • Selected Program List Export
    Select desired Program and run to export a list; includes sorting options.
    Page: Programs
     
  • Selected Publication Subscriber Export
    This report will provide a mail merge friendly export of ever person currently subscribing to a publication.
    Page: Publications
     
  • Selected Publication Household Export
    This report will provide a mail merge friendly export of ever household currently subscribing to a publication.
    Page: Publications
     
  • Selected Response Letter
    Select the responses by participants and run this report to produce a letter containing the Letter Body from the Opportunity record.
    Page: Responses
     
  • Selected Response Listing
    Select some response records then run this report to print those responses.
    Page: Responses
     
  • Servicing Analysis
    A visual summary of instances where services have been requested for events during a user-defined period of time.
    Page: Service Reservations
     
  • Servicing Forecast
    List upcoming events requiring a specific type of service. Filter by service type and/or congregation.
    Page: Service Reservations
     
  • Shelby Export
    See One-Click Export for Shelby V5 
     
  • Supervisor List
    This report returns a list of supervisors and their teams.
    Page: Users
     
  • Tasks Incomplete
    This report will list incomplete tasks for the user running the report. If the user supervises other users, he can see their incomplete tasks. If a user is listed as an Admin, he can see all incomplete tasks.
    Pages: User Tasks, Users
     
  • User Audit Log Activity
    Find out how many and what kind of records a user is creating and updating.
    Page: Users
     
  • User Audit Log Detail
    This report provides detail about changes made by a user to various fields on pages
    Page: Users
     
  • User Message Activity
    Find out how many and what kind of messages a user is creating and sending.
    Page: Users
     
  • User Permissions
    This report answers the 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
     
  • User Permissions: Reports & Tools
    This report answers the questions: What tools/reports does a user have rights to? What users have rights to a specific report or tool?
    Page: Users
 

Last Modified: 7/27/2020

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