Reports and Queries
ChurchCRM provides built-in reports and database queries to help you extract and analyze your church data.
Overview​
| Type | Purpose |
|---|---|
| Reports | Pre-formatted documents ready for printing (directories, labels, letters) |
| Queries | Database searches that return lists of people or families |
Tip: Many query results can be added to the Cart for further processing.
Built-in Reports​
Contact & Directory Reports​
- Contact Lists - Phone and email lists
- People Directory - Printable directory grouped by family
- Letters and Mailing Labels - For postal mailings (see Mailing labels below)
Membership Reports​
- Birthdays - Members with birthdays in a specific month
- Membership Anniversaries - People who joined in a specific month
- Wedding Anniversaries - People with wedding anniversaries in a specific month (both spouses listed individually)
- Birthdays & Anniversaries - Combined view of birthdays and wedding anniversaries for a specific month
- Family Member Count - Families with their member totals
- Person by Age - People within a specified age range
- Person by Properties - People with specific properties assigned
- Person by Role and Gender - Filter by family role and gender
- Person Count - Total counts by various criteria
- Total By Gender - Gender statistics
Group Reports​
- Reports on Groups and Roles - Group membership details
- Class Students - Students in a specific Sunday School class
- Class Teachers - Teachers for a specific class
- Registered Students - All enrolled students
Other Reports​
- Financial Reports: Pledges and Payments
- Pledge comparison: Compare pledges between two fiscal years
Mailing labels​
Mailing labels for any set of people are produced from the Cart: put the people in the Cart, then click Labels in the Cart Functions bar. The Generate Labels dialog offers one label per person or per family, bulk-mail presort, a "To the parents of" prefix, Avery and tractor-feed label types, font and size, a start row and column, and PDF or CSV output.
Which address is printed: the person's own address when one has been entered, otherwise the family address. Households that keep their address on the family record only — the normal case — get correct labels; a label never mixes a person's street with the family's city.
Labels for a filtered mailing (for example birthdays or wedding anniversaries in a date range): go to Data/Reports → CSV Export, set the filters, choose Add Individuals to Cart, then open People → Cart and click Labels. Query results with an Add Results to Cart button feed the same workflow.
Predefined Query Details​
Birthdays​
Returns all people whose birthday falls in the selected month. Requires a Classification filter (e.g., Active Members) and a Month parameter (1–12). Results are Cart-enabled — click Add Results to Cart to process the list further.
See also: Birthdays & Anniversaries for a combined view.
Membership Anniversaries​
Returns active members whose MembershipDate falls in the selected month. Enter the Month (1–12) when prompted. Results are Cart-enabled.
See also: Wedding Anniversaries for marriage-date anniversaries.
Wedding Anniversaries​
Returns people whose family's wedding date falls in the selected month.
Parameter: Month (1–12, required) — the calendar month to search.
Result columns: Day, Date, Name.
Important: The query returns one row per spouse — both the head of household and the spouse appear as separate rows. This makes it straightforward to add both partners to the Cart at once for sending cards or emails.
Results are Cart-enabled. Click Add Results to Cart to send anniversary greetings to both spouses at once.
Only families with a wedding date recorded in their family record are included. Families with no wedding date are silently excluded.
See also: Birthdays & Anniversaries for a combined birthday and anniversary view; Membership Anniversaries for join-date anniversaries.
Birthdays & Anniversaries​
A combined query that returns both birthdays and wedding anniversaries for a single selected month, unified in one result set.
Parameter: Month (1–12, required) — the calendar month to search.
Result columns: Type (Birthday or Anniversary), Day, Name.
Each row is labelled by its Type so you can distinguish birthday and anniversary entries at a glance. Results are sorted by day of the month.
Like Wedding Anniversaries, anniversary rows include one entry per spouse.
Results are Cart-enabled. Click Add Results to Cart to include everyone in the list for a follow-up action.
See also: Birthdays (birthday-only query); Wedding Anniversaries (anniversary-only query); Membership Anniversaries (join-date query).
What is a Free-Text Query?​
A Free-Text Query allows you to run any query on the database. Since ChurchCRM is based on MySQL, anyone who has knowledge of this program can run free-text queries.
What is a Cart-Enabled Query?​
A Cart-Enabled Query is one in which the results of the query can be entered into the cart.
How do I use Cart-Enabled Queries?​
Once a Cart-Enabled Query has been run, simply click the button entitled "Add Results to Cart".