Adding New Reports

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Reports save specific views from People, Events, Attendance, Offerings, Membership, or Trends.

Reports save information you view, email, or print frequently; they save you from defining your view every time you need to email a group of people or view attendance for a specific date range. For example, if you email the same ushers and greeters every week to send out the schedule, adding a report of your ushers and greeters will allow you to quickly and easily do so. 

  1. Click “Reports” in the Primary Navigation at the top of the screen.
  2. Click the “New” button next to the“Reports” heading.
  3. Select the report you want to create—either People, Events, Offerings, Attendance, Membership, or Trends. After selecting your report, the view you specified will open.
  4. Filter this view until you have the desired Smart Groups, Tags, dates, or batches selected.
  5. Click “Save Report” in the top right corner of the page to save the view. Your new report will appear in the Reports view under “Starred Reports.” 

Note: All reports that you create are automatically Starred Reports. If you “un-star” a report that you created, it will be deleted.

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