The Reports workspace

Reports gathers every report and export in the parish into one place. Some of them run right there, in front of you — pick your filters, press a button, read the answer. The rest are cards that open the workspace which owns that data. Either way the same permissions apply, so what you see in Reports is exactly what you are allowed to see everywhere else.

Open Reports in the navigation.

The catalog

The cards are grouped by the work they belong to — People & Households, Sacraments & Formation, Stewardship, and Worship & Operations — and each card says which of the two kinds it is:

• Run here → — the report runs inside Reports. Gift detail, giving by fund, giving participation, an attendance signal, formation enrollment, new households, and the year-end giving statements.
• Open → — a shortcut into the screen that owns the data, such as the directory export, the lost-sheep export, baptismal certificates, or the Care Fund report.

Reports your role cannot reach are simply not there. That is deliberate: a card naming a report would itself tell you something about the parish you are not meant to know. The one exception is the Stewardship family, which shows a padlocked card naming the door and the key — *Requires the Stewardship role* — and nothing more.

Run a report

• 1. Click a Run here card. The report opens with its filters across the top.
• 2. Set the Period — this fiscal year to date, last fiscal year, this or last calendar year, or Custom dates… with a from and a to. Some reports add their own: a Fund, a payment Method, or a Window of the last 8, 13, 26 or 52 Sundays.
• 3. Press Run report. The answer comes back as a table, usually with a small chart above it — and every chart carries an In words: sentence underneath, so you never have to interpret a picture to know what it says.
• 4. If nothing matches, the report says no matching records in plain language. That is different from being refused, and Vianney never lets the two look alike.

Save a view you will want again

A report plus its filters can be kept as a named saved view — the parish's reusable questions.

• 1. Set the filters the way you want them and press Save view.
• 2. Give it a name — *Offertory, envelope only* — and choose a Schedule.
• 3. Press Save. It appears in the Saved reports card in the right-hand rail, with its schedule on a small chip and the date it last ran.
• 4. Open it from that rail any time. Change the filters and press Save changes, or Remove saved view to be rid of it.

Saved views are yours alone. They run under your sign-in, against your own access — so a stored answer can never hold a figure its reader was not allowed to see, and nobody inherits a report by finding it lying about.

Scheduled runs wait for you here — nothing is emailed

Schedule a saved view Every week (ready Monday) or Every month (ready the 1st) and it does exactly what it says: the next time you open Reports after it falls due, it has already run, and the result is waiting in a Ready for you card at the top of the rail marked *just ran*. Click it and read it.

It is never emailed. There is no email step in this feature at all — not an attachment, not a link, not a digest. That is a deliberate rule, not a setting somebody forgot to switch on: parish reports carry names, addresses and giving, and Vianney will not put that in an inbox on a timer with nobody watching. If you want a report to reach somebody, run it, look at it, and send it yourself.

If your access changes between one run and the next, the schedule stops rather than quietly running with the wrong entitlements. The rail shows the report parked with a plain reason, and the saved view says *your access to this report changed*.

Export to CSV

Where your role allows it, an Export CSV button sits beside Run report and downloads exactly the report you are looking at, filters and all.

• An export carries only the columns your role may see — a viewer without amounts gets the report without the money column, not a refusal.
• Every export is logged, as the note under the report reminds you.
• Exporting a stored scheduled result re-runs the question live, so an old entitlement can never leak out through history.

The year-end giving statements

The statements print run is the one report parishes ask for by name. Open Giving statements from the Stewardship group.

• 1. Choose the Statement year. The picker names each year with how many households it covers, and starts on last year — which is the one you almost always want in January.
• 2. Read the In words: preview to be sure the year looks right before you commit paper to it.
• 3. Press Open the print run. Vianney builds one statement per household in a new tab — parish name, the household's name and address, envelope number, every gift with its date, fund and amount, the year's total, and your parish's own tax footer. Print from that tab.
• 4. Totals CSV gives you per-household totals for the year as a spreadsheet.

Statements are calendar year, because that is what tax law wants, whatever fiscal year your parish keeps its books on. They carry attributed gifts only — a loose-plate bookkeeping row was never a gift from a household, so it is never on anybody's letter. Seeing statements needs Stewardship with amounts; the CSV needs the export permission on top. Every print run writes an audit row.

Good to know

• The rail also carries a small Sunday-envelope chart and your saved lists, so the numbers you check most often are on the first screen.
• Asking a one-off question about giving is better done in Explore; Reports is for the questions you keep.
• If a report you expect is missing, it is an access question — a parish admin can adjust it under Settings → Staff & Teams. See Roles and what each can see.