This article provides an overview of the features on the Administration Reports page. This page features reports you can create to obtain specific information about your staff and clergy.
Overview of the Administration Reports Page
On the Administration Reports page, you can build custom reports using your organization's data. The information provided in these reports can help you manage your staff and gain insights into the organizations you oversee.
Access Permissions
Only users who have Diocesan Admin permissions assigned to their login credentials can access the Administration Reports page. If you believe your work requires you to have access to this page, contact your diocese for assistance.
Reports Menu
The Reports panel lists the reports you can create. As shown below, the reports are organized by type in the Category menu. There are three categories of reports:
- Staff
- Clergy
- Parish Census
In the Category menu, select the type of report. The Report menu lists reports available in the category. To display the setup for a report, select the desired report from the Report menu.
Setting Up a Report
- Select the report from the Category menu.
- Select the desired report from the Report menu.
- The page refreshes and displays the setup filters associated with the selected report.
- Select the desired filters to set up the report.
- Click
. The report will download to your computer.
Updated