Church360° Members Training: Reports, Tags, Smart Groups & Directories (Webinar 4 of 4)
Church360° Members: Reports, Directories & Smart Groups The final session in the four-part Church360° Members training series from Concordia Technology Solutions. Tim Burkett covers how to get the right group of people on screen, then turn that view into a printed report, directory, or set of mailing labels. What you'll learn Using tags to group people by activity, role, or skill — creating them, applying them one at a time or in bulk, and managing colors in settings Smart groups: how they filter on multiple criteria, how to edit the criteria on the fly without saving, and how to build one from scratch Reversing a filter's logic to find the opposite group (members vs. non-members, living vs. deceased) Creating custom fields — text, date, list, and person-link types — for data Church360° doesn't track by default, and controlling who can see them Why the view you're in (individuals vs. households) determines what your directory and mailing labels produce The five church directory formats, including photo directories, and how to reformat the Word output into a folded booklet Generating mailing labels, choosing Avery templates, and skipping positions on partially used label sheets Saving any view as a starred report you can reopen later Building trend reports comparing attendance, offerings, membership, and giver counts across weeks, months, or years The gift range breakdown report Reading the annual report: overview trends, member demographics, membership gains and losses, and the database accuracy section for finding incomplete records Chapters 0:00 Welcome and agenda 3:10 Setting up the people view 5:38 Tags 7:01 Adding and removing tags on a person record 8:48 Filtering by tag 11:47 Bulk-adding tags to multiple people 15:03 Managing tags in settings 17:30 Smart groups 18:42 Editing smart group criteria on the fly 21:44 Building a smart group from scratch 25:56 Managing smart groups in settings 28:23 Custom fields: text, date, list, and person link 33:16 Custom fields on person and household records 35:52 Standard reports and the download menu 38:18 Church directory: the five formats 43:10 Reformatting the directory in Word 45:56 Individual-based directories 47:41 Mailing labels and skipping used positions 52:21 The reports section and starred reports 53:27 Saving a view as a report 56:44 Trend reports 1:03:25 Gift range breakdown 1:05:20 The annual report 1:07:35 Member demographics 1:10:38 Membership gains and losses 1:12:03 Finding incomplete records to clean up your database 1:13:01 Knowledge check Questions? Call 1-800-346-6120, email support@cts.cph.org, or use the information icon in the lower right of your Church360° screen.
