Saving Report Settings

Once you have been working in the program for a while, you find yourself in a rhythm, running the same reports each month, going through the same processes over and over again. In Version 11 of PowerChurch Plus, a new feature was added to allow you to save your report options and load them up next month to run the report or other process with the same selections. For example, if you run a First Time Attenders report every month and give the list to the visitations team, you can save your selections to guarantee that the report is run the same way each month.

1. From under Membership > Attendance > Reports - Attendance, choose the First Time Attenders report and click Run. When the Report Options screen comes up, you will see three icons in a toolbar across the top.
   
   
   
   
2. Change your report options, like the date range you want to include (i.e. This Month), select the Activities From and To, and limit the list further, if necessary, by choosing Activity Departments, Types, and/or the list of Personal Status Codes to include.
3. When finished setting report options, click the "Save Report Settings" button (floppy disk icon).
4. Enter a title and, optionally, a long description.
5. There are two checkbox options at the bottom of the screen, which allow you to share these settings with other PowerChurch users in your organization, and to set this as the default. Checking the latter of those two options will, by default, always run this report with those settings selected.
6. Click OK and you are then returned to the Report Options screen. You will see the title you assigned listed to the right of the load, save, and reset icons.

This functionality is available on all reports and processes that use these Selection Criteria/Report Options screens, like printing mailing labels, sending bulk e-mails, mail merge exports, etc.