What are Reports, and how do I use them?

  |   14/09/16

Reports

Reports are one of the most useful features of the system.
If you go to the ‘Person’ menu and select ‘Reports’ from the drop down, you will see a number of pre-defined reports.
To see any of these, click on ‘view‘.
To change the report click on ‘configure‘ (warning: this may change the way the report works.  Contact us if you need help to change a report).
Click on ‘email‘ to email every person listed in the report.
Click on ‘delete‘ to delete the report (not recommended)

  • Archived people. This lists all people in your church whose status has been set to ‘archived’
  • [Parish Name] – All. This list all people in your church by name, along with their WWCC number and expiry date, and Safe Ministry Training expiry date.
  • SM Training Expiry – 90 days. This lists all people whose Safe Ministry Training expires within 90 days of the day the report is run.
  • WWCC Expiry 90days.  This lists all people whose WWCC expires within 90 days of the day the report is run.

Using ‘Create a new report‘ link at the top of the list, you can build any report that you wish. For assistance, please contact us by email

Reports

Reports