Reports

Membership Reports are incredibly flexible, allowing you to precisely choose who should be included and what information to print about them. Fundamentally, reports are made up with a combination of a query, determined by Step 1 - Select Who and the content and display, determined by Step 2 - Layout. Several reports are available with shortcuts to query selection and templates for specific types of reports, but these can also be customized to best suit your purposes.

On this page, you'll find the generic steps for creating reports in Membership, but you'll find more detailed information, listings of options and customizations and specialty reports in their own sections.

Report/Export Menu

Reports

Generate reports, exports, labels, and directories.

Birthday Report

Create lists of birthdays.

Anniversary Report

Create lists of anniversaries.

Group Reports

List group and class members and roles.

Attendance Reports

List attendance history and records.

Visit Reports

Report on visits.

Blank Data Entry Form and Duplicate Report

Other reports include creating blank forms or getting a list of duplicated names.

Email

This area lets you email one person or a group via Church Windows.

Build a New Membership Report

  1. Determine the criteria for your report. This is determined by the Step 1 - Select Who screen.

    • Query Builder Tab > Edit People Selection Criteria - Determine the people included with the data included in their Membership record.

    • Query Builder Tab > Giving/Pledging Selection Criteria - Determine the people included with the data from their Donations history.

    • Accounts Tab - Only include those participating in a particular campaign or with giving to selected accounts.

    • Sort Order Tab - Determine the order in which people will list in your report.

    • Saved Selections - Save the above criteria to reset the Step 1 - Select Who screen and reuse selections.

  2. Determine the content for your report. This is determined by the Step 2 - Layout screen.

    • Options Tab - Select the report type. Directory and Directory Export will only include those who have the Include on Directory box checked, in addition to the criteria from Step 1.

    • Options Tab - Select a pre-existing report layout or template from the drop down.

    • Options Tab > Report Options - Additional options for dates, codes, additional family members and formatting.

    • Options Tab > Grouping/Page Break Options - Insert subheadings and page breaks.

    • Options Tab > Unlisted Options - Determine whether contact information checked as unlisted should be excluded or indicated with an asterisk.

    • Giving/Pledging Date Range Tab - Giving/Pledging on Step 1 determines the criteria for appearing on the report while this Giving/Pledging determines the time frame of the giving history that displays on the report.

    • Organization Info Tab - Use the name and contact information for the organization set in System Information or add an alternate set of data to show on this report.

Run a Saved Report

  1. Choose a Saved Selection in Step 1 - Select Who.

  2. Choose a Saved Layout in Step 2 - Layout.