Archive for category: Python Reports

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Two New Recipes for Reports

As shown on the new features webinar, we are excited to share two new recipes that you can easily add to your database.

Login Metrics

This new python script easily allows you to see how many people have logged into your database or mobile app within a certain period of time (default is 30 days but this can easily be changed). You can also view these numbers by campus.

Sample Login Metrics Report

If one of your church goals is to drive adoption of the mobile app or get people to log into their account periodically, then this report will help you measure how well you are doing. The more people log into their accounts to update their data, register for events, access resources, manage their groups and volunteer information the better data you will have which in turn will make it easier to know and serve your people better. 

For a copy of the script and instructions for how to customize it for your church please check out our documentation. If your church has multiple campuses, click here. If your church does not use the Campus feature in TouchPoint, click here.

Recurring Giving Forecast

This new python script allows you to forecast how much giving you can expect for a particular fund to come in through recurring giving over the next month and year based on what recurring gifts your congregants currently have set up in your system. It also tells you what percentage of your budget this is expected to cover. 

Sample Recurring Giving Forecast Report

If one of your church goals is to increase the amount of money coming in through recurring giving, then this report will allow you to set a benchmark in order to measure how well you are doing towards that goal. 

For a copy of the script and instructions for how to customize it for your church please check out our documentation here.

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Giving Reports for Three or Five Years

We have 2 Python scripts that are great for comparing individuals’ giving over a number of years. These scripts are the same except that one looks back over the last 3 complete years and the other looks back 5 years.

Once you add one or both of these to your database, you have the option to Add Report to Toolbar. This will place it everywhere you see the Toolbar for an individual, a Tag, an Organization (filtered or not), or a Search Builder results.

Suggestion: 

You might want to run a search of all members that joined in the last year of the report, either 5 or 3 years ago and then run the giving report. This will let you see a pattern of their giving since they’ve joined the church.

Here is a sample excerpt from a Five Year Giving Report

These are recipes so you just copy and paste one or both into your database.Our help articles have the step-by-step instructions and the script to copy.

Read more…about the Three Year Giving Report

Read more…about the Five Year Giving Report

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Recipe Revision – Added Bundle Type to Bundle Report

One of our client churches asked about us revising the script for the Bundle Report to include the Bundle Type in the header of this Bundle Report. That seemed like a good idea to us. To tell you the truth, I’m not sure why we didn’t do that in the first place!

I’ve revised the recipe to include this change. So, if you are currently using the Bundle Report (not Bundle Report 2), you might want to replace your Python script with the new one. You do not need to create a new script, just remove your current code and replace it with the code you copy from the recipe and save the script.

Click HERE for the new code.

By the way, if you are not familiar with either of the Bundle Reports (the original Bundle Report or Bundle Report 2), click that same link and read about them.

 

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New Python Script: Morning Worship Graph

This Python script will display a line graph based on the meetings in a specified Program. This is a recipe, so you just copy the code, paste it into a new Python script file, edit the Program ID and the Start Date and you’re good to go.

Here’s what it looks like:

If you want this graph in your database read more…

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New Bundle Report Option – Python Script

Some of you may be using the original Bundle Report that gives you a breakdown by Cash, Check, Coin and then displays the details also separated by those categories. The link to the report displays on the blue banner when viewing an individual Bundle.

Now we have a newer Bundle Report that we are calling…wait for it…Bundle Report2. We are nothing if not creative! That’s what we named the Python script, but Bundle Report2 displays in the same location as the original one using the name Bundle Report.

This new report provides a header with the Church Name, Bundle ID#, Deposit Date, and Bundle Type. Beneath the header is a list with each contribution grouped by Fund, with a sub-total for each Fund, and a grand total for the entire Bundle. Each row contains the donor’s name, Fund Name, Contribution Date, General Ledger account number, and the Total.

So, you decide. Which of these reports, if any, do you want in your database?

Did I mention that this is a Python script? We have the recipe for you to copy and paste into your database – easy peasy!

Read more…about Bundle Report2

Read more…about Bundle Report

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