Reports

Reports allow you to print your list in a variety of ways. You can choose any of our built-in reports, or create your own custom reports.

Printing Lists as a Report

Printing Lists as a Report

After creating a list, view its results and click the print button.

  1. Choose the report you'd like to print. You can choose from our Built-In reports or any custom reports your church has created.
  2. Choose to download the report as a PDF file, or to view it in your web browser as web page. If you plan to print it to a printer, PDF is usually best. If you are editing a custom report, viewing it as a web page is easiest, because you can keep it in a separate tab and just refresh the page when you make changes, without download a new file every time.
  3. Users with Manager permissions can edit or create new reports.

Editing or Creating Reports

Editing or Creating Reports

Managers can click the edit reports button in the print box or just go to people.planningcenteronline.com/reports to create and edit report.

Click a report to edit it, or click New Report to make a new one.

Choose a template

Choose a template
  1. Give your report a name
  2. Choose one of PCO's built-in reports or any of your own custom reports to use as a template. This will copy the code from that report into your new report to help get you started.

Edit the report code

  1. Name your report. It will be available to all Administrators
  2. Tag Headings. To help you know what fields (tags) are available in your report, the sidebar groups them into headings. Click a heading to see the specific tags within that heading.
  3. Tags. Click a tag to insert it into your report. Sometimes a tag is a single field, and sometimes it's an entire block of code to loop through all fields in a particular object.
  4. Edit the code of your report
  5. Delete your report. Deleted reports cannot be recovered.
  6. Save you report. It will Save inline and stay on the page so you can continue editing.

Accessing Custom Fields in a Report

You can get to the data in your custom fields in two ways:

By looping through all of the tabs for a person:

{% for tab in person.tabs %}
  <div class="tab">
    <div class="tab-title">{{ tab.name }}</div>
    {% for field in tab.fields %}
      <div class="questions">
          <div class="answer">
            <strong>{{ field.name }}</strong>
            <span> {{ field.value }}</span>
          </div>
      </div>
    {% endfor %}
  </div>
{% endfor %}

Or you can directly access a tab in this format:

person.custom_tabs.tab_name.field

For example, if you have a tab named "Emergency Info" with a field named "Emergency Contact", you could access it directly with:

person.custom_tabs.emergency_info.emergency_contact

Sorting

You can sort the people in your report using the "sort" filter. For example:

{% assign sorted_people = people | sort: 'gender' %}
{% for person in sorted_people %}
<tr>
  <td class="name">{{person.name}}</td>
</tr>
{% endfor %}

If you are sorting by name, you will want to use a case insensitive sort:

{% assign sorted_people = people | sort_natural: 'last_name' % }

Custom Report Help

Reports are made using a combination of 3 technologies:

  1. HTML - The basic building block of all web pages. HTML provides the structure for your document.
  2. CSS - The standard way to style all web pages.
  3. Liquid Markup - A minimal programming language created by Shopify to provide content to your report based on custom data.
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