ShulStats Admin Permissions (How To)

ShulStats allows you to view and interpret your ShulCloud demographic and financial data. This document details how to set admin permissions to view and edit ShulStats reports. For general information about ShulStats, see the Feature Overview.  

Before You Begin

To access the full ShulStats feature, ensure that your congregation has a subscription for ShulStats.

Assign Permissions

1. To give a user in your database ShulStats admin permissions, go to their account, click on the "people" tab, and then click "edit" to the right of their name

2. Click on the "permissions" tab, and view, add or edit any of the admin permissions.

3. Ensure that ShulStats(BI) - Viewer is checked.

4. For a user that can access demographic data in ShulStats, ensure that at least one of the following admin permissions is checked:

1. 1. Accounts, People
   2. Accounts, People - Read Only

5. For a user that can access financial data in ShulStats, ensure that at least one of the following admin permissions is checked:

1. 1. Transactions, Reports, Online Payments, Batch Billing
   2. Transactions, Reports, Online Payments, Batch Billing - Read Only

Next Steps

• Access ShulStats: How To
  Locate the feature within ShulCloud and view the visuals
• Demographics Report: Reference
  View and interact with demographic data: accounts, people, ages and gender, tags, contact information
• Membership Report: Reference
  View and interact with membership data: join and resign dates, contact information
• Finance Report: Reference
  View and interact with financial data for the current year: charges, payments
• Yearly Finance Report: Reference
  View and interact with financial data trends: charges, payments
• Export Data: How To
  Export data from ShulStats into Excel

Related Resources

• ShulCloud Admin Permissions