Reports you will actually open
Executive, growth, conversion and retention. Custom and AI summaries are why churches stay — not why they sign.
Reports → Executive is the Tuesday snapshot. Reports → Growth is first-timers, return rate and conversion. Custom and Summaries exist when the plan includes them.
01
Start with executive and growth
Open Executive for the counts a staff meeting needs. Open Growth for whether guests come back and whether the pathway is converting. First-timer outcomes have to be closed honestly or these numbers lie.
02
Attendance and giving reports stay in their modules
Gatherings → Attendance Reports and Giving → Reports are the operational lists. Pin what you need on the dashboard rather than hunting every Monday.
03
Custom and written summaries
Custom is the builder. Summaries is a written pass with “what to do next.” They are stay-features. Do not stall Sunday until they are configured.