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Reports help you answer questions across members, attendance, visitors, events, ministries, activity, and giving. You can choose a report type, configure columns and filters, preview the results, export them, and save the setup as a reusable template.
Who can do this: Org Owner, Org Admin, and Branch Admin can access the general Reports sidebar item. Editors do not see Reports in the sidebar, but the current app code does not block direct /organisation/reports access. Treasurers use finance-specific giving reports instead of the general report builder.

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Open reports

  1. In the sidebar, click Reports.
  2. Use the Build Report tab to create a report.
  3. Use the Templates tab to load a saved, shared, or system template.

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Report types

The Select a report type section shows the report cards available to your role and plan.
Report typeUse it to
Member DirectoryList members with contact details, status, branch, age group, and custom fields.
Attendance SummaryReview attendance records across events and services.
Visitor Follow-up ListTrack visitors, contact details, visit counts, and last visit dates.
Event PerformanceCompare event dates, locations, attendee totals, and unique attendees.
Attendance FrequencySee member attendance rates, absences, and last attended dates.
Growth AnalysisReview membership growth trends and period comparisons.
Ministry RosterList ministry membership, roles, joined dates, and branch details.
Membership DemographicsBuild an age group and gender cross-tab. See Membership demographics report.
Activity LogOpen the aggregate activity log report. See Activity log and change history.
Gifting & DonationsOpen the dedicated giving report for finance roles.
Some report cards are feature-gated. For example, Activity Log requires pastoral activity reporting access. Gifting & Donations is only shown to finance roles.

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Build a custom report

1

Select a report type

On the Build Report tab, click the report card you want to build.
2

Configure columns

In Configure Columns, drag fields between the available and selected panels. The selected fields become the report columns.
3

Apply filters

Open Filters and set the filters for the report. Available filters depend on the report type.
4

Choose grouping

Use the grouping selector when the report supports grouped output, such as By Status, By Branch, or By Age Group.
5

Review the preview

Use Preview to check the data. You can search, sort, page through results, and click member rows in supported reports to open the member detail panel.

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Filters and branch scope

Filters vary by report type. Common filters include Date Range, Lifecycle Status, Nationality, Branch, Event, Ministry, Member Name, Event Scope, Age Group, and custom fields. Org-scoped users can choose a branch when the report supports branch filtering. Branch-scoped users do not see the Branch filter because Bethel ChMS locks the report to their branch. For event and ministry filters, org-scoped users must select a branch first. This keeps the event and ministry lists scoped to the selected branch.

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Export a report

Use the buttons in the Preview toolbar to export field-based reports:
  • Export PDF downloads a PDF that uses the selected columns, filters, grouping, and sort order.
  • Export CSV downloads a CSV that uses the selected columns, filters, grouping, and sort order.
CSV and PDF exports for field-based reports are capped at 50,000 rows.
If no columns are selected, exports are disabled until you select at least one column.

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Save a report template

Templates save the current report configuration so you can reuse it later. A template stores selected columns, filters, grouping, and sorting. For the membership demographics report, it stores the demographics-specific settings instead.
  1. Build the report you want to reuse.
  2. Click Save as template or Save template.
  3. Enter a Name.
  4. Add an optional Description.
  5. Click Save.
Each user can save up to 25 personal templates.

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Use saved templates

Open the Templates tab to see three sections:
SectionWhat it contains
System TemplatesBuilt-in templates provided by Bethel ChMS.
My TemplatesTemplates you created.
Shared TemplatesPublished templates created by other users in your organisation.
Use the template action menu to choose Load or Clone. For templates you own, you can also Rename, Publish, Unpublish, or Delete.
Org Owner, Org Admin, and Branch Admin can publish templates. Published templates count toward the organisation limit of 25 published templates.
Published templates are marked as organisation-scoped for org-scoped publishers and branch-scoped for branch-scoped publishers. In the current app, shared templates are fetched across the organisation even when the template is marked as branch-scoped.

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Update an existing template

When you load one of your templates, the save dialog lets you update it or save the current configuration as a new template.
  • Click Update to overwrite the loaded template.
  • Click Save as New to create a separate template.
System and shared templates cannot be edited in place. Clone them first if you want your own editable copy.