Access and Customize Individual Reports

This guide walks you through accessing and configuring reports for individuals in your organization.

Access Reports

From the sidebar menu, click Reports, then select Individuals to expand its options.

Under Individuals, you’ll find:

• • Default date reports such as Baptisms, Birthdays, and Deaths.
  • Configurable field date reports (customized in your system under Settings > Profile > Configurable Fields).

Editing and Filtering Reports

The process for editing and filtering these reports is consistent across all report types.

Open a Report:

• • Select the desired report (e.g., Birthdays Report).

Filter the Results:

• • Choose between two filter modes:
    • By Month:
      • Example: To find all birthdays in August annually
    • By Date:
      • Example: To find the people born within a set timeframe, like in the Last 3 Months
  • Choose the appropriate filters as they are available at the top of the report results. These generally consist of date ranges, groups, group views, and campus (if activated in your database)
    
    • Select the relevant group, groups, or group view.
    • Choose the desired date range.
  • Click Apply.

This will generate a list of individuals with birthdays in the selected month(s) or date range, including details like specific dates, current age, and address.

View Charts and Results

By Date reports include two visual charts:

• • Change Over Time: Tracks trends over time.
  • Total to Date: Displays cumulative totals.

Below the charts, you’ll find a results list based on your selected filters.

Take Action on Results

Once you’ve reviewed your results, use the available Common Actions to take the next steps (e.g., export, print, or communicate with the individuals listed).

Video Overview:

*This video overview may include some outdated images. Thank you for your patience as we update our materials.

Updated February 05, 2025 21:08