Community Forms provides the ability to generate reports of member compliance based on a variety of search criteria. Once you have generated a report, it is simple to send email communications to the reported members or to download an Excel file containing the reported information.
To access reports:
- Click Community Forms on the homepage or the left side menu
- Click Run Reports
Report Criteria
The following criteria can be used to generate your report.
Community Forms | You can select one or more Community Forms to report on. At least one form must be selected. |
Status |
Select one or more options to filter your report by the status of member records:
Warning: If you select all status options, including "Not Received" the response will return all records in your member database. |
Members |
Select this option to limit the records to specific groups of people in your community. The options presented will vary depending on your type of community, but can include ministry members, class participants, sports participants, registrants, or volunteers. |
Received On or After, Received On or Before | Select a date range to limit records to those that were received on or after a specific date, or records that were received on or before a specific date. |
Expires On or After, Expires On or Before | Select a date range to limit records to those that expire on or after a specific date, or on or before a specific date. |
Example:
Let's say your organization has a Community Form, background check, that is used to keep track of all people who have had a background check completed. Your organization requires a background check for all ministry members, and you want to create a report of all people participating in a ministry whose active background check is expiring in the next two months so that you can remind them to renew. The options you would select may be:
- Community Form: Background Check
- Status: Received
- Members: Ministry members
- Received On or After: leave blank
- Received On or Before: leave blank
- Expires On or After: leave blank
- Expires On or Before: enter a date that is 2 months from the current date
- Click Search to run the report
Once the report is run, you can print the results or download the results to Excel. Click here to learn how to send communications to the members whose records appear in the report.
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