How to Run a Report in Ministry Platform
To run a report—such as the Selected Directory report—in MinistryPlatform, follow these steps:
1.Navigate to the Correct View:
Open the view or page containing the records you want to include in your report (for example, Contacts or Participants).
2.Select Your Records:
Use the Search / Filter tool, or check the boxes next to individual records to isolate the specific group of people you want to generate the report for.
3.Open the Reports Menu:
Click the Reports icon located at the top of the page.
4.Select Your Report:
Scroll or search through the list of available reports and select Selected Directory (or any other report you wish to generate).
5.Configure Report Parameters:.
In the prompt window that appears, if necessary, configure any required or optional settings (such as output format, display options, or sorting preferences).
6.Run the Report:
Click Run Report (or View Report). The system will process your selection and display the generated report, which you can then export (PDF, Excel, etc.) or print.