Reports

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ChurchTools collects a lot of data about the congregation. The report module offers the option of evaluating this data and automatically sending reports to people. Predefined reports, the AdHoc reports, can be used for the evaluation. The view of the AdHoc reports can be easily customized as with the pivot function of Microsoft Excel. On the other hand, reports can be freely defined.

AdHoc reports #

  • Development of members and friends
  • Membership development
  • Group growth per month
  • Current group growth per week
  • Group participation
  • Analysis of facts
  • Finances

Customize the AdHoc reports #

Query: A query retrieves data from the database from any table. An SQL is stored for this purpose, which is then executed when ChurchReport is called. This database query can be customized with the appropriate SQL knowledge. It is also possible to create new database queries.

Ad-hoc report: A report is based on a query. Any number of reports can be created per query. The report contains information on which columns, rows and by which value should be aggregated. The following customizations are possible: The names of the reports, the sorting, selection of the data series, the column name, the preselection and chart type.

Report filter: Filters that can be applied to the query can be defined here. This makes it possible later in the report to filter the group type or the locations, for example, in order to create a report for the selection only.

Reports #

Individual reports can be created here. The report fields serve as the source.

Report fields #

Report fields contain the data from ChurchTools, which represent the numerical values in the report. Title: The name of a report field

Field type #

Determines what type of information the report field contains. The following selections are possible:

  • Check-in – Contains information created with the check-in module or through group meetings.
  • Service – Contains information on the service requests from the Events module.
  • Fact – Contains the facts from the Events module, such as collections and visitors.
  • Group – Contains information about the number of participants in a group
  • Person – Contains personal data such as date of entry, date of baptism, etc.
  • Fact: Under Fact, you select exactly what information is required. This always refers to the field type.

Optional selection field #

Depending on the selection of the field type, an additional field appears in which, for example, a group can be selected.

Filter #

Depending on the field type selected, a filter can be applied, e.g. to calendar and service group or location or person status.

 

Aktualisiert am 17. April 2025
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