The Church Analytics Report combines key information from the Transaction, Person and Family tables into one concise and helpful report using a Dynamic Data Block. This report is used by Generis to help consult on congregational giving.
Simple. Just install the block from the Rock Shop. Once you do that, it will be automatically added to your Finance > Administration page.
1. Navigate to the report in Finance > Administration
2. Export an Excel file of the data by scrolling to the bottom of the block, then to the far right of the block (if your screen doesn’t present the full width). Then click the “Export to Excel” button.
A .xlsx file will download to your local downloads file.
NOTE: Once you’ve opened this file in Excel, you can convert this to a .csv, or any other supported file type.