Reports 101: How to Generate Reports in Connection Card Pro

We understand how important good reporting is, which is why there are plenty of options available to generate various reports in Connection Card Pro.

In Connection Card Pro, because of the many preset reports available, you'll find different reports in different places.

Types of Reports

• Attendance Reports
• Event / Registration Reports
• Financial Reports
• All Other Reports

Attendance Reports

In addition to building your own custom reports that include attendance data, Connection Card Pro provides you with a handful of useful Attendance Report presets.

Go to Reports > Attendance Reports. From here, you can choose from a number of options in the Report Type dropdown.



To read more about the various preset Attendance Reports available in Connection Card Pro, take a look at this help guide: Attendance Report Options

Event / Registration Reports

You can find a number of preset Event and Registration reports from the following pages:

Events > View Events
Click on the Reports & Exports button on the top right of the events list to generate an:

• Event Registrations Breakdown PDF
• Export to CSV

From that same page, you can also export registrations for a single event to a CSV file by clicking on the gear button for that event.

Registrations
From the Registrations list for any event (by clicking on Registrations for that event), click on the Exports & Reports button on the top right of the list to generate the following reports:

• Registrations List (PDF)
• Allergies List (PDF)
• Allergies & Medical Concerns List (PDF)
• Emergency Contact List (PDF)
• Medical Concerns List (PDF)
• Event Registrations Summary (PDF)
• Event Registrations Breakdown (PDF)
• Registration Options Report (PDF)
• Registration Options Breakdown (PDF)
• Event Income Reports
• Seating Reports

Financial Reports

A handful of common and standard Financial Report presets are available in Connection Card Pro. Most financial data is also exposed to the Report Builder, allowing you to build your own custom reports feature financial data.

For common and preset financial reports, go to Reports > Financial Reports. From here, you can choose from a number of options in the Report Type dropdown.



To read more about the various preset Financial Reports available in Connection Card Pro, take a look at this help guide: Financial Report Options

All Other Reports

As for any other reports, or custom reports, you can find those in the following places:

• Reports > Generate Reports: To run custom reports you've already built, preset reports, and quick rosters.
• Reports > Report Builder: To created new custom reports (or edit existing ones).
• Reports > Saved Reports: To view a list of any saved reports which have been created in your account.

Report Builder

When using the Report Builder to build your own custom reports, accessing just about any data point withing Connection Card Pro, we encourage you to take a look at our collection of help guides for Report Builder here.

Presets & Saved Reports

From Reports > Generate Reports, by default, the first tab Saved & Presets will allow you to generate any saved reports (including custom Report Builder reports) or any existing preset reports.

• Preset Reports: These are reports that we've created as presets. You can use them if they are helpful to you.
• Saved Reports: These are custom reports that you (or someone in your organization) created, including Report Builder reports, saved presets, and other custom reports.

Preset reports gives you quick access to some common reporting needs, such as:

• Anniversaries
• Background Checks
• Birthdays
• Mandated Reporter Training
• New Guests / New Records
• Person List
• Prayer Needs
• Referral List