Understand reports and analytics access

Choose the right report

1. Open the reporting area available to your role, such as attendance or financial reports.
2. Set the date range and location filters before reading the results.
3. Check whether the result is based on named records, general totals or financial transactions.
4. Use the report’s export action if offered and review the exported scope before sharing it.

Why some dashboards are restricted

Analytics dashboards are reserved for church administrators and super administrators. Other reporting access depends on specific permissions and the church plan. HQ scope can extend location visibility within your access; it does not grant every reporting permission.

When figures look different

• Compare the same dates, location and archived-record filters.
• Distinguish named attendee counts from overall headcounts.
• Check payment status and the relevant transaction dates before comparing financial totals.