Reports

Creating, saving, and automating reports; Using the report filters to perform mass actions in the database or trigger workflows.

• Reports
• Where are my reports? Why is the menu different?

Members

• Export Missing Persons Report
• How do I run a report and automate birthday (or anniversary) cards, emails or texts?

General

• Can I export all our data?
• How to Create Common Metrics Card Reports
• How to create a PDF using the browser print option.
• Can I save my reports in Churchteams? How do I later access them?
• What are Scheduled Reports and how are they used?

Financial

• How to use the Online Deposit Reconciliation report.
• How to find and thank First Time Givers.
• I need to see contribution totals by families for a certain time period.

Groups

• How do I add people to get the monthly group health report?
• How do I see weekly attendance / absences? What is the missing person's report?