One Church Software

Learn how to run a variety of built-in and ad-hoc reports to gain deeper insight into your data.

Reporting

Describes how to write queries which report on people data.

Introduction

Describes how to save, edit or delete queries within the reporting module and share saved queries with others.

How do I save, edit or delete queries?

Describes how to schedule query builder results to be emailed to yourself or a list of recipients.

How can I schedule query builder results to be emailed to myself or a list of recipients?

How do I add filters?

Describes how to edit and configure the various filters added to a query.

How do I configure the filters?

Describes how to change which columns appear in the results as well the ordering.

How do I change the columns in the results?

Describes how to view results of a report query and details what actions can be done on this data.

How do I view the results of the query?

Describes how to filter data based on seasonal addresses.

How do I filter seasonal addresses via Query Builder?

Explains how the query builder processes the AND, OR and parenthesis functions.

How to group filters in the Query Builder for complex reports.

Overview of the capabilities of reporting and mass changes of the Query Builder

Training Video for the Query Builder

People Query Builder

Outlines canned reports available within the report Library.

Report Library Overview

Describes what a lapsed donor report is and where to find and configure that report.

What is a Lapsed Donor report?

Report Library

A general overview of using the Metrics Module to track various data points.

How do I use the Metrics Module?

This collection covers the Metrics Module.

Metrics

Describes what a mail merge is and how to do one.

How do I perform a mail merge?

Describes how to export address labels with mail merge.

How do I generate address labels with mail merge?

Other

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