Our custom reporting module, located in Admin Menu - Reports, allows you to run many different kinds of reports quickly.
When you get to the page, you'll see our growing list of available reports, sorted in the following categories:
- My Saved Reports (any report that you've previously run and saved will be listed here for easy access)
- Accounts, People
- Events, Schedule Rules
- Lifecycles
- Transactions, Reports, Online Payments, Batch Billing
- Yahrzeits
Each of those categories has one or more different reports you can run. If there is a report you want but cannot find, contact our support team and they will be happy to have it added for you, or tell if you if already exists somewhere else in the site.
When you make a selection, you will have the option to either run the report immediately, or filter a specific date range:
- Beginning of this month: from or until the start of this month.
- End of this month: from or until the end of this month.
- Beginning of this year: from or until the start of this calendar year.
- End of this year: from or until the end of this calendar year.
- X days from now: from or until X days into the future.
- X days ago: from or until X days in the past.
- X months from now: from or until this day X months in the future.
- Beginning of X months from now: from or until the start of X months in the future.
- End of X months from now: from or until the end of X months in the future.
- X months ago: from or until this day X months in the past.
- Beginning of X months ago: from or until the start of X months in the past.
- End of X months ago: from or until the end of X months in the past.
- X years from now: from or until this day X years in the future.
- Beginning of X years from now: from or until the start of X years in the future.
- End of X years from now: from or until the end of X years in the future.
- X years ago: from or until this day X years in the past.
- Beginning of X years ago: from or until the start of X years in the past.
- End of X years ago: from or until the end of X years in the past.
- Specific date: enter a specific start or end date.