Custom reporting with the table generator

Within the Address Book, Children, Calendar, Small Groups and Giving modules, the Reports section has a Table Generator that enables you to produce a report of a custom selection of fields of information.

Many of the table's result columns (excluding custom fields) are click-sortable, enabling you to order the results by a particular column. The filtered report can be viewed on screen, printed or downloaded in CSV or PDF file formats.

Note: while you can choose the fields to show as Columns in the table's results, you cannot change the order of the table's columns across the page.

Address Book

The Address Book module's Table Generator enables you to select contact-related Columns, with further filtering options for Key dates, Tags and Contact Status. You can Add matching contacts in the table's results to tags and flows, assign key dates and Communicate directly with the resulting contacts or send the generated report to another person or tag within your address book.

Children

The Children module's Table Generator enables you to select contact-related Columns, with further filtering options for Key dates, Group, Tags and child Status. You can Add matching children in the table's results to tags and flows, assign key dates and Communicate directly with the resulting contacts or send the generated report to another person or tag within your address book.

Calendar

The Calendar module's Table Generator enables you to select event-related Columns, with further filtering options for events within a range of Dates, event Categories and event Status. You can send the generated report to another person or tag within your address book.

Small Groups

The Small Groups module's Table Generator enables you to select group-related Columns, with further filtering options for groups active within a range of Dates, Clusters and Labels. You can Communicate directly with the contacts in the groups your report has generated, with the option to communicate with All members or By Role. You can also send the generated report to another person or tag within your address book.

Giving

The Giving module's Table Generator enables you to select contact-related Columns, with further filtering options for giver Status and giver Tags. You can export your generated report as a CSV file.