Creating a New Report

Running reports is a great way to review and display your data. You can customize your reports to yield the data you want to see. Once you have your reports set up, you have the option of having them automatically emailed to you. Here we will learn how to create a new report. To create a new report, you must be given the permission by the administrator on your account.

Accessing Reports

  1. Click on the name drop down in the top right hand corner.
  2. Select the "Church Settings" link from the user drop down.
  3. Once you have accessed "Church Settings", you can then select "Report" from the left navigation.

Select "Create Report"

  1. Select "Create Report" in the top right hand corner and you will then you will be taken to the Report page.

New Report Screen

​Now you can begin creating a new report.

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