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Visitation Reports

Posted: Tue Jun 18, 2019 3:08 pm
by FRClinda
We would like to begin to record contacts and visitations with those in our church who are sick, not attending, and shut-ins. I think this could be done either under Visitations or under Personal Profiles Services.

I need to know how to produce a report where I can bring up someone's name and see any contacts/visits that were made with someone. I can't figure out how to do that. Ideas?

Re: Visitation Reports

Posted: Tue Jun 18, 2019 9:49 pm
by NeilZ
FRClinda wrote:We would like to begin to record contacts and visitations with those in our church who are sick, not attending, and shut-ins. I think this could be done either under Visitations or under Personal Profiles Services.

I need to know how to produce a report where I can bring up someone's name and see any contacts/visits that were made with someone. I can't figure out how to do that. Ideas?
You'd use Ministry Services, or the Visitations tab on the personal profile. You can select the reports under the Ministry Services function. However, you may need to create a custom report to pull the data by profile.

Re: Visitation Reports

Posted: Wed Jun 19, 2019 4:14 pm
by FRClinda
Shouldn't this be easier than a custom report? I thought there would be a way to enter in a name range to see all the records of visitations.

Re: Visitation Reports

Posted: Wed Jun 19, 2019 11:22 pm
by NeilZ
FRClinda wrote:Shouldn't this be easier than a custom report? I thought there would be a way to enter in a name range to see all the records of visitations.
It does not appear to be one of the selections available. You can see if they can add it by sending your request to 'wishlist@powerchurch.com' and let them know what you would like to see, how it will save you time, and how it aids your ministry.

Re: Visitation Reports

Posted: Thu Jun 20, 2019 1:47 pm
by FRClinda
I still can't figure out how to get the information entered into a visitation to appear even when doing a custom report. Ideas?

Re: Visitation Reports

Posted: Thu Jun 20, 2019 1:48 pm
by FRClinda
I'm also trying to use services instead (under Personal Profile), but can't find how the information entered would appear on a report.