Ideas to Impact Conference: May 28-31, 2019

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Statistics Views let you view statistics information based on customized views that you set up. On the Statistics Views tab, you can set up new Statistics Views or edit or delete existing ones.

 To add a Statistics View
  1. Under Manage Records, click the Organizations tab.
  2. In the drop-down list, select View/Edit Organizations and click Go .
  3. Select an organization and click View/Edit.
  4. Click the Statistics Views tab, then click Add View.
  5. On the Options tab, in the View Name field, enter the name of the view. For example, if you want to create a view that only includes information on Baptisms, enter "Baptisms."
  6. Click the Grid tab.
  7. Under Settings, select the options for the grid.
    • Auto Size Column Width --- Select to automatically resize the columns to the maximum width of the grid.
    • Show Grid Lines — Select to display grid lines between records in the grid. 
    • Use Column Filtering — Select to apply a filter to the data that displays in the grid. Click the Down arrow to filter on a single value in the column, or click the Custom option to filter on multiple criteria.
  8. Under Fields, select the fields you want to display in the grid.
  9. Optional: Use the Up and Down buttons to arrange the fields in the order you want them to display in the grid.
  10. Click OK.
 To edit a Statistics View
  1. Under Manage Records, click the Organizations tab.
  2. In the drop-down list, select View/Edit Organizations and click Go .
  3. Select the organization and click View/Edit.
  4. In the View/Edit Organization window, click the Statistics Views tab.
  5. In the View drop-down list, select the view you want to edit, and click Edit View.
  6. On the Grid tab, under Settings, select the options for the grid.
    • Auto Size Column Width — Select to automatically resize the columns to the maximum width of the grid.
    • Show Grid Lines — Select to display grid lines between records in the grid.
    • Use Column Filtering — Select to apply a filter to the data that displays in the grid. Click the Down arrow to filter for a single value in the column, or click the Custom option to filter for multiple criteria. 
  7. Under Fields, select any fields you want to add, or clear any fields you no longer want in the view.
  8. Optional: Use Move Up and Move Down to arrange the fields in the order you want them to display.
  9. Click OK.
 To delete a statistics view
  1. Under Manage Records, click the Organizations tab.
  2. In the drop-down list, select View/Edit Organizations and click Go .
  3. Select the organization and click View/Edit.
  4. Click the Statistics Views tab.
  5. In the View drop-down list, select the view you want to edit, and click Delete View.
  6. When the confirmation message displays, click OK.