What are Scheduled Reports and how are they used?

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

If you have a report that you would like to automatically run at regular intervals, we recommend that you add the report to Scheduled Reports.  To do this, you must first save the report. This is done on the report screen as shown below.

Once you have saved the report, to schedule it to run at future intervals, go to Reports > Scheduled Reports.

Click the "Schedule a Report" button then use the dropdown menu on the following screen to choose the saved report you want to schedule and make the appropriate timing selections as necessary.

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, year-to-year giving comparison charts, or small group attendance last month.  These come attached to the email as an attractive .pdf for easy, full-screen viewing.

Connect 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.