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Reporting 

 

There are numerous standard reports included in Roll Call church software:

  • The Confirm Data report outlines all information collected about a person.  This report can be sent to the person for any corrections to contact information.
  • Attendance reports outline who has attended worship services and classes.
  • Donation Receipts can be generated that outline what an individual/family has donated for a specified period of time.
  • Find Donors report lists all those who have given or not given to a specific fund within a time period.
  • A Pledge Progress Letter can be generated to inform the donor how they are doing against their pledge.
  • The Pledge Summary outlines each donor, what they pledged and how much they’ve given to date on that pledge.
  • The Pledge Fund Summary outlines the total amount pledged to a fund and how much has been given to date to that fund.
  • The Donation Reports, show how much has been given for a time period broken down by fund (designation), outline giving by week through a  bar chart, outline giving vs. budget through a line chart and outline giving vs. attendance through a line chart.

There are standard export files (tab delimited text) files:

  • Export for mailing includes salutations, name and address
  • Export to palm include contact information
  • Export for picture directory includes all family member names, address and phone

There are three types of directories that can be created in Roll Call:

  • The classic directory contains all family member names, address and phone
  • The standard directory allows you to choose what information you’d like included in the directory and the format.
  • The picture directory includes the family photo, names and phone number

If the standard reports don’t contain the information you need, use the Query Editor and Quick Report Editor to create your own! The query editor allows you to find sets of people based on certain criteria. For example, show me all the people who have given over $1000 this year, or show me all the people who are volunteers and who are not members. The Quick Report Editor allows you pick which fields you’d like to see on a report.

 

 

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Church Management Software and Nonprofit Management Software