What is a Scheduled Report? How are they used?

A Scheduled Report is a Saved Report that has been scheduled to run at a future time. They are used to automatically inform leaders, connect people, and update the database.

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Once you have a Saved a favorite report, you have the option to schedule when the software will run it.

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Not every report that is Saved is available to be scheduled but the majority of them are.  The output of the report, of course, varies.  But there are three ways to look at what these reports do.

Inform leaders.  These are reports that email charts and graphs to regularly inform leaders about what's going on.  Things like: worship attendance or giving year to year comparison charts, or small group attendance last month.  These come attached to the email as an attractive .pdf for easy, full screen viewing.

SchedpdfConnect members.  These reports send emails, texts and assign notes to follow up on connection cards or other registrations.  These reports include "Add people to a group" (Member report) or "Add people to a workflow" (Communication report). Select either of these report types, then choose your group, member, or giving filters to add these people to a group and/or a workflow you've created to respond to their interests or needs. 

Use a Digital Connection Card to capture information from people, and then a scheduled report to launch a workflow to follow up with emails, texts, and notes to pastors or others to contact them personally.

Update the database.  Reports that update the database include Mass Update Member Attribute, Add People To A Group, and all the Export Data Reports.  Workflows can also be used to update Member Attributes and Add or Remove People from Groups.  Here are some specific examples of how these reports can be used.
  1. Enter 1st visit date based on New Family check-in.
  2. Add children to a group based on birthdate.
  3. Enter "Yes" to an allergy attribute based on text in another field.
  4. Export data to be viewed in Excel or a BI application.
  5. Add a 1st Time Guest to the Church Newsletter Email list.
  6. Change family role based on Birthdate.

Reports that CAN NOT be scheduled.  Thought most of the reports can be scheduled, here are the ones listed based on report type that can not be scheduled. If you need one of these added, please let us know.

Groups

  1. Attendance Data Entry
  2. Suspend Meeting Report Reminders
  3. Group Map
Members
  1. Family Directory Listing
  2. map of Individuals
  3. Delete People from the DB
Communication
  1. Member Labels
  2. Family Labels
  3. Send Email
  4. Send Text Message
  5. Email request for updated info
Finances
  1. Contribution Statements