Reports

Reports answers the question every pastor actually asks — is your church connecting with people? — instead of a pile of generic charts. Visible to Administrator and Coordinator roles only, since it includes giving figures.

Quick answers, always for this month

Five numbers at the top, each answering one specific question:

• First-time visitors this month — with a comparison to last month.
• Received follow-up — what share of this month’s first-time visitors have actually been contacted (a call, message, WhatsApp, visit — anything logged in Visitors).
• Now attending regularly — of everyone who started as a visitor and later became a member, how many are actually showing up: at least two “present” check-ins in the last 60 days. This is different from conversion below — a name can convert to membership without actually attending; this counts who’s really there.
• Volunteers serving 3+ times/month — how many people are carrying more than their fair share on the rotas this month.
• Visitor → member conversion — of visitors who first came 30 days ago or longer (giving them enough time to decide), what share have become members.

Trends, with a period to choose

Below the quick answers, three cards you can switch between 6 / 12 / 24 months:

• Average attendance — not a raw count of check-ins, but people per gathering: events, ministry activities and small-group meetings are each counted as one session, and the number is the average present per session, by month.
• Growing groups — which of your small groups have real attendance growth, comparing their own recent meetings to their earlier ones (a group that meets twice a month gets a fair comparison, not a rigid calendar split). Shows nothing until a group has at least a couple of logged meetings.
• Giving — net giving (income minus expenses), by month, converted into your church’s default currency the same way the Finance Dashboard does.

The comparison badge under Average attendance and Giving always measures the period you’re viewing against the same length of time right before it — on 12 months, that’s this year’s total against the year before, not a single earlier month.

Why a card might look empty

Reports needs real history to answer a question — a church just getting started, or one that hasn’t used a particular feature yet (recording attendance, logging visitor follow-ups, taking rotas), will see that card empty or show “—” until there’s enough data. This isn’t an error; it fills in as you use the app.

Export, print or email

The buttons at the top of Reports share what you see:

• Export downloads a spreadsheet file (CSV) with the five numbers, the month-by-month values of each chart and the growing groups.
• Print prints the page (choose “Save as PDF” in the print window for a PDF).
• Email opens your own email app with the report written out, so you choose who gets it.

Roadmap

History beyond 24 months for the trend cards, and any automated “send me this monthly” email.