Summary: Master the creation of attendance reports in Breeze ChMS with this comprehensive guide. Learn how to generate detailed reports to analyze attendance trends, track member engagement, and evaluate event effectiveness. Whether you're monitoring weekly services, special events, or small group gatherings, these step-by-step instructions will help you customize and export data to make informed decisions for your ministry.
Before You Begin
Permissions: Saved reports can be viewed across all users, provided their role has the "Check in Reports" permission enabled.
Default Date Ranges: When saving a custom report, the default date range applied is the last 28 days unless you specifically set a different range.
Filter Visibility: When working with Table Reports, you may need to click "More" next to the search criteria to make the specific "People" filters visible.
Step-by-Step Instructions
Viewing an Attendance Overview (Graphs)
To see a graphical overview of an event, including attenders over time and first-time attenders:
Select Events from the top menu bar.
Click the specific event you want to analyze.
Click View Details.
Click on any bar graph to see the specific people that make up that data set.
Scroll to the bottom of the graphs and click to add a new graph if you need more data visualizations.
Generating a List of Attenders
To see a text list of people who checked into a given event:
Select the Events tab from the top right.
Click your desired event and select View Details.
On the left-hand menu, select Attenders.
Click Show Not Checked In in the upper right corner to view non-attenders.
Check the Group by Tag option near the top left (if applicable) to group the list by specific tags. If printed, each tag will output on its own page for easy classroom roster creation.
Creating an Attendance Table Report
To view attendance in a table format, or to print a blank table for pen-and-paper check-in:
Select the Events tab from the top right.
Click your desired event and select View Details.
On the left-hand menu, select Reports.
Use the search criteria at the top to fine-tune your report, filter by people, or include multiple events.
Click Download as Excel to export the data.
Saving and Loading Custom Reports
To save a custom filter configuration for future use:
Navigate to the Table Report for your desired event and set your search criteria.
Select the down arrow to the right of the "Download as Excel" button.
Click Save Report.
Give the report a name, select your desired date range, and click Save Report.
To load this report later, click the down arrow next to the download button, select Load Saved Reports, and click Show Custom Reports.
Troubleshooting & FAQs
How do I view an attendance overview that goes beyond 1 year? The default overview graph shows up to one year. To capture a longer period, first select the event date to show the initial year's attendance. Save this graph as a PDF (by pressing Control/Command + P and choosing "Save as PDF"). Then, change the date at the top left of the overview screen to the end date of your first graph to generate the data for the previous year.
How do I email or text people directly from a table report? Once a Table Report is loaded, you can switch to a list view by clicking the person icon in the upper right corner. This changes the layout and allows you to use bulk actions to email, text, or export the people currently in your search results.
Why can't I see custom reports for multiple event series? Custom reports built for multiple series are unique to those exact series parameters. They will only be available and visible when viewing those specific series together.