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Report Library Overview

Outlines canned reports available within the report Library.

Updated over a week ago

Preconfigured reports can be found under Reporting > Library. This is where you can find reports easily.

The available reports include (depending on your user permissions):
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People

  • Combined Contributions

  • Connection Report

  • Envelope Numbers

  • Family Listing

  • People Directory

  • Person Notes

Accounting

  • Balance Sheet

  • Income Statement

  • Transaction List

  • General Ledger

  • Expenses by Vendor Summary

  • Trial Balance

  • Budget to Actual

Contributions

  • Batch Summary

  • Designation Detail Listing

  • Contribution Range Report

  • Lapsed Donors

  • Generate Giving Statements

Events/Resources

  • Resource Daily Breakdown

  • Resource Usage Summary

  • Missing Resource Requests

Attendance

  • Event Attendance

  • Group Attendance

  • Lapsed Attendance

Hovering over the "i" icon by each report will provide more details as to what that report will return.

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