ShelbyNext Membership: Reports (Hands On)

Transcription

1 ShelbyNext Membership: Reports (Hands On) (Course #M115) Presented by: Jeannetta Douglas Shelby Contract Trainer 2018 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of the respective holders.

2 Objective Get a true picture of your ministry s effectiveness through reporting in ShelbyNext Membership. In this session, you are presented with the following topics: Attendance Report Giving Reports Pledges Reports Using Graph List and labels

3 Reporting through ShelbyNext Membership Under the Report selection, you will have an overview tab of recent activity and current week giving summary (which can be secured by permissions), as well as report tabs for Attendance, Membership, Background Checks and Giving. Standard 6 Options Print PDF List or Labels 3

4 Export Membership to CSV Mass Edits 4

5 Add or Remove from Group Send /Text/Voice 5

6 Assign/Log Interaction 6

7 Attendance Reporting through ShelbyNext Membership Under the Attendance tab, you are given five tabs with report options that include Sessions, Absences, Attendance-Over-Time, By Sessions and By Aggregate. These reports are designed to provide you with information that will allow you to increase information about your membership and alert you when a member s status or attendance has changed. Sessions Report The first page, Sessions, displays summary attendance data for all groups that track attendance. This can be filtered by date range by clicking the gear icon and using the filter to make your selection. Clicking Print produces a printable PDF of the report, or you can export to a CSV file. Exercise # 1 View Sunday School CHILDREN 1 st Grade attendace for the first quarter of 2018 and print report. 7

8 1. Select Session Tab 2. Click the Gear > Filter 3. Filter for the selected group and date range 4. Print Report 8

9 By clicking on the session name, you can view the detail of that meeting date. Once viewing the detail you can click on the gear icon for more options. Filer allows you more detail seacr options. Exercise #2 Print Detail attendance report for a selected day. 1. Select Session Tab 2. Filter group and date 3. Click on the selected group 9

10 4. Click the gear and select Print this Report Absences Report This report allows you to determine if members have been absent a certain number of times during a defined date range. 10

11 Exercise #3 Let s create labels, list, export and send to everyone that was Absent 4 time or more between selected date range. Jan 1, 2018 March 29, Select Absences Tab 2. Filter selected class, date range threshold 3. Click submit 4. Click the gear and selected Print PDF List or Labels 5. Select Print Labels 6. Take action on These Individuals 7. Select Avery 5160 labels 8. Select Go 9. Select Print List 10. Select Go 11

12 11. Click gear and Select Export Individuals to CSV Basic 12

13 Full 12. Click gear and select Send 13

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15 Attendance Over Time This report displays graphs of each meeting's attendance over time. The information can be filtered by date range. Exercise #4 Print a graph of attendance for Children 1 grade and detail report. 1. Filter Group Selection and date range 15

16 2. Click on the gear and Print and Export to CSV. By Sessions This report will allow you to select a group and review the history of attendance by class member. From the gear, you can filter by start/end date, print and export to a csv file. Exercises #5 Print attendance detail for Children 1 st Grade for Jan March Select group 16

17 2. Click on the gear and filter the date range and submit 3. Click on the gear and select Print this Report Aggregate This report will allow you to pull reporting by a group of groups. Instead of reviewing each individual class, you can review a group of classes as long as the groups are linked by an aggregate. Exercise #6 Print a report of the total attendance for Sunday School (SS-Total) for Sunday, March 4 17

18 1. Click gear and filter selected aggregate and date range 2. Click the gear and print Giving Reporting through ShelbyNext Membership For Giving reports and statistics, we have several report options with filtering, printing and exporting capabilities. Report tabs include Overview, By Person, by Anonymous, Batches, Pledges and Demographics. Overview This report offers you the ability to see your giving activity using a line graph that shows the trend by giving category and date range. The information can be filtered using the gear. Permissions allows you to give user access to the Overview tab without viewing detail. 18

19 By Individual This report allows you to view a person s giving and can be filtered by several options, such as category, start/end dates, individual/total gifts, online or not online. You can even set dollar amount criteria for search. This is also where statement are printed or ed. 19

20 You will use the By Individual Report, to Print or s Statements. Once you set the criteria for your search, use the gear to select whether you wish to print statements or statements. 20

21 Exercise #7 Print Contributions statements for all donors for Jan Filter date range 21

22 2. Click on the gear and select Print Statements 3. Click on Mailable Statements By Anonymous This report allows you to view any gifts that are entered in anonymously. You may search by giving categories, start/end date and by tax-deductible status. There is the ability to edit the amounts, print and export to a csv file. 22

23 Batches This report allows you to view by contribution batch. You are able to filter and print using this report. From the criteria, you can use the link to see the batch s giving that is included. You can also print the detail of a batch Exercise #8 Print the batch detail for Dec 21, Click on the gear to filter batch 2. Click on the selected batch 3. Click on the gear and select Print 23

24 Pledges This report is a graph report that provides you with the status of any giving campaign. You can filter by campaign and by pledge status. From each pledge graph, you will have the ability to click on the number of pledges and run a list, print labels for those pledges. You can export the details or add those individuals to a group. This works well with workflows 24

25 Exercise #9 Print the detail of everyone who has a pledge Time to Build 1. Locate the pledge Time to Build 2. Click on the Pledge Details box 25

26 Demographics This report is a bar graph report that provides you with the amount given and percent of giving by age range. You have the ability to filter the age ranges to meet your needs. 26

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28 Jeannetta Douglas Shelby Contract Trainer Jeannetta Douglas is a Shelby Master Trainer living in Southern California. She began her career with Shelby while on staff at a large church working with both the financial and non-financial software. After completing her employment there, Jeannetta became an independent Shelby trainer. She effectively presents software training in a way that everyone understands and can apply what they have learned. Jeannetta trains on Shelby v.5 and ShelbyNext.