- Upcoming Workshops
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Join Us Live
- Overview
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Introduction to People Search & Custom Reports in the ChMS
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Updated ChMS Navigation!
- Getting Started: Searches & Reporting
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People Search 0 hr 22 min
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When to Use a Multi-Step Search 0 hr 11 min
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Custom Reports 0 hr 24 min
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Support Tickets on People Search and Custom Reports
- Finding Donor Data with a Search
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Finding Your Donors 0 hr 20 min
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Finding Households with Giving Numbers 0 hr 11 min
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Family Giving Searches 0 hr 32 min
- Finding Children
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Finding Children/Students in my Parish 0 hr 11 min
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Finding Children 0 hr 10 min
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Mass Change of School Grade 0 hr 8 min
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Finding Faith Formation/Religious Ed. Registrants 0 hr 14 min
- Finding Members/Parishioners
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Finding your Registered Parishioners 0 hr 11 min
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Finding Members & Attenders 0 hr 8 min
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Finding Actively Involved People 0 hr 14 min
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Finding Who is No Longer Involved 0 hr 20 min
In this lesson, learn how to find people who are no longer connected to your church, parish, or organization. We will learn how to find people who are actively involved and add them to a group or process queue. Then use that resource to find those who have no activity in the software. This resource works best when you are actively recording attendance, tracking giving, and using our schedules to manage volunteers.
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Finding Missing Contact Information 0 hr 8 min
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Finding Who is Not Part of a Group 0 hr 9 min
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Finding Who Submitted a Form 0 hr 8 min
- Next Steps
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Course Feedback
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What's Next?
People Search & Custom Reports
Learn how to get the most out of People Search and create customizable reports.
Learn how to create a list of people based on data stored in your software. Then learn all the actions available with that list of people. This course also contains information on Custom Reports. You will also have access to videos containing examples of commonly run searches such as finding children and finding actively involved people.
Who would benefit from this course?
- Administrative Support
- Care Ministry Leaders
- Children's Ministry Leaders
- Connections Ministry Leaders
- Discipleship Ministry Leaders
- Executive Pastors
- Finance and Generosity Leaders
- Mission and Outreach Leaders
- Small Group Ministry Leaders
- Student Ministry Leaders
- Worship Ministry Leaders