Data cleansing reports

ChurchSuite includes a number of data cleansing reports each designed to help you identify missing, inaccurate or duplicated information. In each respective module, click into the Reports section and locate the section of reports titled Data Cleansing.

In this article

Address Book
Children
Calendar
Small Groups
Rotas
Giving

Address Book module

Duplicated Contacts

This report can be used to identify potential duplicate contacts within your Address Book. The accuracy of duplicate detection can be enhanced using the Match on filter in the report. Click Generate to apply filter changes.

Potential duplicates can either be ignored - if they are not duplicates (click Ignore, or Undo ignore, to undo a previously-ignored potential duplicate) - or merged. See the separate support article for further information about merging duplicate contacts, children and givers.

Full Details

This report generates a printable report showing all personal information held for contacts. Note that the report doesn't include internal-use information such as Notes, Key Dates, Flows or Tags. It is essentially designed for those who may not have access to My ChurchSuite, as a means of enabling those contacts to review and update their personal details through a manual paper-based process. An element of report customisation is available using the Fields filter; the report can be further filtered by selected Tags.

Sex Check

This report provides a simple contact list for a filtered Sex, enabling you to quickly scan down the list, identify contacts with the wrong sex and, using the Actions, make corrections. The report can be further filtered for just those in (or not in) any or all selected Tags.

Missing Data

This report enables you to quickly identify a list of contacts who have Missing data. From the drop-down Missing Data selector you can select between missing Address Line 1, Postcode, Date of birth, Mobile, Telephone, Email, Photo - and also missing Job and Employer (if those optional fields are enabled). You can also match against missing data in your Custom Fields (i.e. where a custom field has no data). Click Generate to refresh the list whenever you change the filter. The report can be further filtered by Tags.

Potential Couples

Use the Match on filter to match combinations of name and address criteria to identify potential couples that have not yet been linked, providing a quick and easy way to link couples. Note that contacts will be linked with a Married marital status, but you can later manually update either or both contacts to a different marital status where applicable.

Children module

Duplicated Children

This report can be used to identify potential duplicate children within your Children module. The accuracy of duplicate detection can be enhanced using the Match on filter in the report. Click Generate to apply filter changes.

Potential duplicates can either be ignored - if they are not duplicates (click Ignore, or Undo ignore, to undo a previously-ignored potential duplicate) - or merged. See the separate support article for further information about merging duplicate contacts, children and givers.

Full Details

This report generates a printable report showing all personal information held for contacts. Note that the report doesn't include internal-use information such as Notes, Key Dates, Flows or Tags. An element of report customisation is available using the Fields filter; the report can be further filtered by a selected Group or Tags.

Sex Check

This report provides a simple contact list for a filtered Sex, enabling you to quickly scan down the list, identify contacts with the wrong sex and, using the Actions, make corrections. The report can be further filtered for just those in (or not in) any or all selected Tags.

Missing Data

This report enables you to quickly identify a list of children who have Missing data. From the drop-down Missing Data selector you can select between missing Date of birth, Email, Mobile, Linked Parent, Parent Email, Parent Mobile, Postcode or Telephone. You can also match against missing data in your Custom Fields (i.e. where a custom field has no data). Click Generate to refresh the list whenever you change the filter. The report can be further filtered by Tags.

Not in Gathering

This report builds a list of all children who are not part of a selected Gathering, and enables you to quickly add them to their eligible group within that gathering. Click Generate to refresh the results each time and then work down the list of results to add each child to their Suggested Group. A suggested group will only be shown if the child has a valid date of birth and there is an eligible group within the gathering matching the child's age and the group entry/exit age criteria.

Potential Parent Match

Use the Match on filter to match combinations of name and address criteria to identify children not currently linked to an Address Book parent and any potential parent contact matches, with the option to link the child to a primary parent. Note that Children are linked to their secondary parent based on the spouse/partner relationship of the primary parent.

Calendar module

Duplicated Events

This report lists all events that have been duplicated, matching on event name, date and time. Duplicates may arise if an event is duplicated to create a new event but the date and times have inadvertently not been updated to the new date and time.

Missing Data

This report enables you to quickly identify a list of events that have missing fields of event information based on the Missing Data criteria that you select. From the Missing Data drop-down list you can select between missing event Description, Location, Address, URL, Confirmation Email and event Image. Click Generate to refresh the list whenever you change the filter. The report can be further filtered for just events in selected Categories and by event Status.

Small Groups module

Missing Data

This report enables you to quickly identify a list of small groups that have missing fields of group information based on the Missing Data criteria that you specify. From the Missing Data drop-down list you can select between missing group Description, End Date, Reference, Cluster, Location, Address, URL and group Image. Click Generate to refresh the list whenever you change the filter.

Rotas module

Missing Data

This report enables you to quickly identify a list of ministries that have missing fields of data based on the criteria that you specify. From the Missing Data drop-down list you can select between missing ministry Description, Overseers, Rota Reminder Email and ministry Image. Click Generate to refresh the list whenever you change the filter.

Giving module

Duplicated Donations

This report provides a list of all donations that have potentially been duplicated, based on donation date, amount, fund and method. The report can be filtered to show results within a Number of months up to a specified month Ending with date.

Duplicated Givers

This report can be used to identify potential duplicate givers within your Giving module. The accuracy of duplicate detection can be enhanced using the Match on filter in the report.

Potential duplicates can either be ignored - if they are not duplicates (click Ignore, or Undo ignore, to undo a previously-ignored potential duplicate) - or merged. See the separate support article for further information about merging duplicate contacts, children and givers.

Missing Data

This report enables you to quickly identify a list of givers that have missing fields of giver information based on the criteria that you specify. From the Missing Data drop-down list you can select between missing Address Line 1, Postcode, Email, Telephone, Mobile, Telephone and giver Custom Fields. Click Generate to refresh the list whenever you change the filter. The report can be further filtered for just those in selected Giving module Tags.

Potential Contacts

Using first name, last name and initial matching criteria selected from the Match on drop-down selector, this report shows all givers not currently linked to an Address Book contact who has a potential giver contact match, with the option to link the giver to the contact. Click Generate to apply report filter changes.

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