Analytics & At-Risk Engagement Reports

The Reports module provides church leaders with data-driven insights into attendance trends, financial health, cohort retention, and automated member engagement scoring (people_engagement_scores).

1. Key Report Types Overview

1. Attendance & Cohort Trends: Weekly attendance graphs, seasonal comparison, and Sunday School room fill rates.

2. Engagement Stage Scores: Categorizes parish population into High Engagement, Moderate Engagement, Declining, and At-Risk.

3. Financial & Giving Reports: Monthly giving by fund, budget variance reporting, and pledge fulfillment progress.

4. Pastoral Care Metrics: Completed home visitations, open absence cases, and sacramental volume.

2. Exporting Reports & Materialized Views

1. Navigate to Reports & Analytics.

2. Select your target report tab and date filter.

3. Click Export Data to download as Excel (.xlsx), CSV, or print-ready PDF summary charts.