Imagine having the ability to schedule reports generated from the Query Builder and have them automatically emailed to yourself or other recipients, whether they are church staff or volunteers.
What is the Report Scheduler?
The Report Scheduler in One Church Software allows you to automate the distribution of key insights to the right people at the right time. This feature ensures that everyone has the information they need without having to manually pull reports each time.
What Reports Should You Schedule?
The Report Scheduler is versatile, and the types of reports you can schedule are endless. Here are a few practical examples that could benefit your church:
First-Time Visitor Reports: Schedule a weekly report that lists first-time visitors. This allows your pastoral team to reach out with a personalized welcome and follow-up, enhancing your church’s outreach efforts.
Birthday Reports: Set up a monthly report to list upcoming birthdays in your congregation. This report can be automatically sent to your church’s communication team, making it easy to send birthday greetings or plan celebrations.
Donation Reports: Schedule regular reports on donations, which can be sent to your finance team or church treasurer. This ensures that the church’s financial health is monitored and that donors are appropriately acknowledged.
And More: With our reporting module, you’ll have the freedom to focus on your people. Whenever you need data, use the module to run ad-hoc reports (even on custom fields you created) and gain insight into your church.
Getting Started with the Report Scheduler
Implementing the Report Scheduler in your church’s daily operations is simple and straightforward:
- Access the Scheduler: Find the “Scheduler” menu under the Reporting section in OCS.
- Set Permissions: Ensure that your team members have the appropriate permissions to create and manage scheduled reports.
- Customize Your Reports: Use the Query Builder to create the reports you need, then set them up to run on your desired schedule.
- Distribute the Information: Select your recipients and customize the email content to ensure clear communication.
See the this article below for support on how to use this amazing feature.
How can I schedule query builder results to be emailed to myself or a list of recipients?
