M1400 – Core Assignment Records
- Return the people that are assigned to the Activities selected (this includes InFellowship Groups membership)
- Participant assignments for a selected Activity, Schedule, Roster Folder or Roster
- Staffing Assignments for a selected Activity, Schedule, Roster Folder or Roster
- Membership for selected InFellowship Groups.
- Participant or Staffing Assignment by Status or Attribute
- Run output into a Temporary Group for easy Mass Action or email distribution list
M1211 – Core Attendance Records
- Return the people that have or have not attended the Activities & Groups selected within a date range
- Participant Attendance for a selected Activity, Schedule, Roster Folder or Roster
- Staffing Attendance for a selected Activity, Schedule, Roster Folder or Roster
- Attendance for selected InFellowship Groups
- Attendance by Status or Attribute
- Run output into a Temporary Group for easy Mass Action or email distribution list
- Attendance marking sheet by including future dates
M1300 – Core Attendance Totals Summary
- Return totals of Attendance within a time period for the Activities & Groups selected
- Run either for Individual Attendance or Headcount for Groups or Activities.
M4010 – Core Contact & Note Summary
- Return a summary of the Contacts & Notes selected occuring within a time period
- Focus on one or all Note Types
- Focus on one or all Contact Forms
- Focus on individual Contact Items across multiple Contact Forms
- Focus on the outcome of a Contact Item
M7050 – Core Group Prospect Records
- Return a list of Prospects, their Status in the Prospect workflow, Notes, how they entered the workflow, information about groups they are interested in
- Focus on Prospects for a specific Group Type, Group or Span of Care
- Focus on Prospects with a specific Status
- Focus on Prospects entered within a certain time period
- Display metrics including number of days a Prospect has been active, number of interested Prospects
M7060 – Core Group Records
- Return the details & metrics about the InFellowship Groups selected
- Focus on one or all Groups
- Focus on changes in Group counts
- Focus on changes in membership, leadership or Prospect counts
M9200 – Core Individual Roster
- Return a Roster of people based on their involvement in the Groups or Activities selected
- Creates an 8.5x11 PDF Roster including photo
- Focus on Group membership or Activity Assignments
- Cross-reference membership/Assignment with Attributes, Requirements, Demographic Information
- Output any individual information with the membership/Assignment
- Page break by Groups or Activities
M3825 – Core Volunteer Pipeline Dashboard
- Display graphical trends for candidates in the Volunteer Pipeline
- This report contains four graphs:
- Volunteers assigned vs. Volunteers attending for selected Ministries
- Number of new Volunteers entering the pipeline over time
- Number of candidates being processed within goal time vs. not
- Number of candidates becoming a Volunteer vs. other dispositions
M3820 – Core Volunteer Pipeline Records
- Display candidates in the pipeline matching the criteria selected. Shows all candidate submissions including, but not limited to, those that have been rejected or removed
M6023 – Core WebForm Submission Records
- Return the details for the Webforms selected submitted within a time period
- Focus on one or many Webforms under Event Registration
- Focus on a Form & its Questions & Answers
- Focus on Submission Notes
- Focus on payment details & Notes
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