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Reporting
Reporting
Reports and Views
One of the most important parts of any church management system is its reporting. Excellerate uses
a combination of views and reports to produce the wide variety of reporting for a church. Many of the
reports are based on the current view you have selected. For example, the Members list and labels
report can be used for group leaders, visitors, pastors, etc… Likewise, for a particular view, you
could print a list, mailing labels or mail-merge with your word processor. This approach will provide
many possible combinations of reporting.
For example, the Member Info Report first asks you if you want to report for the current member, or
the current view:
This screen is showing that our current view is ‘Members in District 1’. To print a detailed report for
these members select the Current View choice, and hit Print. To print the report for the current
member, select that option before printing. From this screen you can change the view for the report,
by using the Change Selection button. This will allow you to pick a new view to use for this report.
You may also Preview a report before printing it by using the Preview button.
Saving Reports
From the report preview screen, you can save the contents of a report to a text file for use in another
program. Choose the save button, select Text files in the Save as type field, then type the name of
the file to save the report to.
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