We provide common reports, but if you want different data or layouts, you'll need to create a Custom Report. Although it's better for a person fluent in HTML, CSS, or basic programing knowledge to create the report, we have listed some helps for you to use. The links to the Templates Help as well as the References will help get you started.
Check out this video for more information or follow the steps below.
Click edit custom reports from any print page or go to services.planningcenteronline.com/reports.
Only Administrators can edit custom reports.
Choose Your Report Type
There are several different reports that you can create:
- Plan Report - adds a Plan variable type
- Matrix Report - adds a collection of Plan variable types, which are the plans you have loaded in the Matrix
- People Report - adds a Person variable type
Select create a report under the type of report you want to create.
Name your report and choose the type of Template you'd like to use to start your report.
The template options change based on the type of report you choose to create.
Create Your Report
If you do need help getting the correct data in your report, we can definitely take a look once you have your report created. Click the question mark in the top right to reach out to the Support Team.
Edit options in the QUICK CUSTOMIZATION section.
Choose what to print or exclude using true or false.
At the top of this report, you can see that it will not print Plan Notes because it is set to
false. If you'd like to print Plan Notes, just change
Set Categories to Print
By default, when you set a section to print, it will print all of that section, like people. If you don't want to print all people, or you want to print all people but in a different order, then set
assign all_categories to
Indicate below which categories you want to print in the correct order. If
all_categories is set to
true, then your category names and order in the report will be ignored.
Enter your categories names EXACTLY like they are titled in your plans including capitalization and spacing. If your category names aren't exact, they won't print.
Select Save Changes at the bottom of the window to save your report.