> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adoraone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Run analytics, track attendance, review compliance, and build saved people lists.

**Reports** gives church leaders insights into worship, people, and care — run built-in or custom reports, track attendance trends, and export data for planning.

<Frame>
  <img src="https://mintcdn.com/adoraplan-b5f8a5a4/Q7eIYf4z4qB2WPTX/images/reports/report-center.png?fit=max&auto=format&n=Q7eIYf4z4qB2WPTX&q=85&s=62922b4b74bc3b7d9c38ae923e7de018" alt="Reports page with Report Center tab showing categorized report cards" width="1440" height="900" data-path="images/reports/report-center.png" />
</Frame>

<Note>
  The **Reports** link in the Admin sidebar appears on **Pro** plans and above. If you do not see it, ask your church admin about upgrading, or open **Reports** directly at `/reports` when your plan includes advanced reports.
</Note>

## Quick Start

1. Open **Admin** → **Reports** in the sidebar.
2. On **Report Center**, browse by category (Worship, People, Care, General).
3. Click **Run** on a report, enter any parameters, and view results.
4. Use **Export CSV** to download table data.
5. Switch to **Attendance** for guest and retention trends over time.

***

## How-to Guide

### Report Center

The default **Report Center** tab is your report library.

| Action        | What it does                                          |
| ------------- | ----------------------------------------------------- |
| **Run**       | Open the report viewer with parameter prompts         |
| **Edit**      | Open the designer (custom reports only)               |
| **Duplicate** | Copy a report as a starting point                     |
| **Delete**    | Remove a custom report (system reports are protected) |

Use **Create** → **Build custom report** to open the designer. Define a name, category, SQL query template (with `{{parameter}}` placeholders), parameters, columns, and an optional chart (bar, line, pie).

<Tip>
  This is different from a **Program Report** — the worship-service document you generate from **Programs** → open a program → **Report**. Reports here are analytics across your ministry data.
</Tip>

### Attendance tab

<Frame>
  <img src="https://mintcdn.com/adoraplan-b5f8a5a4/Q7eIYf4z4qB2WPTX/images/reports/attendance-tab.png?fit=max&auto=format&n=Q7eIYf4z4qB2WPTX&q=85&s=c1f49a47cefb65465c231594624d2a14" alt="Reports Attendance tab with metric cards and trend charts" width="1440" height="900" data-path="images/reports/attendance-tab.png" />
</Frame>

Track engagement over **3, 6, or 12 months**:

| Metric                 | Meaning                                    |
| ---------------------- | ------------------------------------------ |
| **Average Attendance** | Typical weekly attendance                  |
| **First-Time Guests**  | New visitors in the period                 |
| **Retention Rate**     | Guest-to-member conversion vs. your target |

Charts include **Attendance Trends** (main service vs. fellowship groups), **Guest Sources**, and the **Guest Pipeline** funnel (visitor → member).

### Compliance tab

Review data stewardship for pastoral and member records:

* **PII Inventory** — counts of members, counselees, and guests with contact fields
* **Counseling Data Sensitivity** — cases, sessions, and confidential notes
* **Data Retention Warnings** — closed counseling journeys older than two years
* **Export CSV** — download the compliance summary

<Note>
  **Access Audit** is planned for a future release.
</Note>

### Saved Lists tab

Build reusable **people segments** with rule-based filters (visibility: private or shared with your church).

1. Click **Create** → **New Saved List**, or use **Create** on the Saved Lists tab.
2. Name the list and set visibility.
3. Open a list to refine rules and preview matching people.
4. Use saved lists for outreach, follow-up, or reporting workflows.

***

## Related

<CardGroup cols={2}>
  <Card title="Dashboard" icon="layout-dashboard" href="/en/adoraplan/dashboard">
    At-a-glance metrics and upcoming programs.
  </Card>

  <Card title="People" icon="user" href="/en/adoraplan/people-and-team">
    The directory that feeds people-based reports and saved lists.
  </Card>

  <Card title="Settings" icon="gear" href="/en/adoraplan/settings">
    Configure the report preparation reminder threshold under **Programs**.
  </Card>

  <Card title="Subscription" icon="credit-card" href="/en/adoraplan/subscription">
    Advanced reports require a Pro plan or higher.
  </Card>
</CardGroup>