Build and check a report

Before you begin

Sign in to your church workspace with permission to manage this area. Available tools depend on your plan and church configuration.

Follow these steps

1. Open Reports and create or choose a saved report.
2. Choose the supported data source, columns and filters that answer your question.
3. Preview the result and check the date range against a few known records.
4. Save or export the report only for people who should receive that information.

Check the result and its audience

Filters and permissions affect the records returned. A saved report does not grant new access. Compare totals with the relevant operational view before making a decision.