How do I use the Reports feature?

Flocknote Complete takes your database to the next level with Reports! Create reports for your network to sort and record important information anytime you need it.

The possibilities are endless, whether you want a running report of Baptisms this year, those who don’t have an email on file, or households who don’t have a mailing address, reports have you covered! You can run and view all of these reports in Flocknote. Reports make it easier to keep track of your members and the life of your Church. Even better, you can run reports on specific groups and save the filtered view so each time you look, you’ll see live data without having to filter again! After learning how to create a report, check out the suggested use cases HERE.

Please note that reports can only be created by Super Admins for all groups or Group Admins for the groups that they are an admin of.

To create a report:

Select the Reports tab on the left-hand side menu. From there, you’ll see a list of any active reports and a button at the top to create a new report. Select + Create a new Report and fill out the info that appears on the right-hand side: Title, Group, and whether this Report can be shared with other Admins.

For Example - You could title a Report “Baptisms 2024” and then select the Everyone group (Your network name) to filter for anyone who was baptized in 2024. 

Once you’ve given your report a title, select the group you’d like to make a report for, and whether or not it’s shared with admins. Select + Create Report

On the next page, you’ll see a list of all of the members who are in that group prefilled on the left-hand side. From there, you can use the Add a Filter button to begin creating your custom report.

You’ll notice that three columns are automatically added, similar to the Reports feature in individual groups. These are there to help get you started. You can retitle those, keep them there, or add a new, existing, or profile field column if you’d like! Learn more about that HERE.

After selecting Add a Filter a menu will appear with different criteria for you to Filter for with these members, including any information in the existing Report columns. These are the building blocks of your report! To learn the basics of filtering, click HERE.

In this particular use case, I’ve selected Personal Info > Baptism Date > Date is after January 1st, 2024. This will generate a list of all members who were baptized within the past year.

Once I ran my filter, I tidied up the columns of the report. I’ve renamed my first column Added to Registry to keep track of Baptisms this year that have been added to the Church Registry. I went ahead and deleted the other columns to keep things simple.

To save this view, I'll select the Save icon next to the purple Filter:

Now that the filter is saved, anytime I visit that Report I will see a list of members who have been Baptized in 2024 and whether or not that Baptism has been recorded in our registry book. 👏 This will save time and keep things organized going forward.

Actions on a Report

It doesn’t stop there - now I can use that filtered information to take Action!

You have the option to bulk select these members and click on the purple Actions button to: 

• Add them to another group
• Remove them from that particular group (if you are working within a specific group and not in your Everyone group)
• Remove them from the network
• Add them to an email or text note

Reports can supercharge information within your network so that you have the right tools to connect with members.

Here are a few suggested use cases for Reports:

• A running report of all Admins on your network
• Members that have not joined any groups (outside of Everyone). 
• View members who have filled out their membership status or see all registered members at once.
• Running reports of current and recurring donors, members who have given in the last month, quarter, year, etc. 
• Reports for those who haven’t uploaded important files (Baptismal Certificates, Permission Slips, etc) for Religious Education or Youth Ministry.