Create group reports
When people join groups and attend events, you can track their involvement using reports. There are two report types in Groups:
Overview reports show your group's general information, such as health stats, a breakdown of group roles, and demographics.
Attendance reports track your members' attendance information across each group's events.
This article explains how to create each report type for an individual group or for multiple groups at once.
Overview reports
You can create an individual overview report on the group's Overview tab, or create a multi-group overview report on the Reports page.
Individual group overview reports
Select the Groups page from the top navigation.
Choose a group from the list.
Select the Overview tab from the left sidebar to see this group's stats:
Health Stats: View this specific group's health stats, such as the number of members, how often the group has met in the last 90 days, and the percentage of people who have joined and left in the last 90 days.
Other Groups: Compare the selected group to other groups in the group type based on the number of members, events, and turnover.
Demographics: View this specific group's demographics based on their gender and age, as defined in their profile.
If their profile doesn't list their birthdate, they will not show on the graph; if their profile lists their birthdate but no gender, they'll be listed as Unassigned.
Select any of the genders to hide that gender from the graph.
Stats Over Time: Scroll down to the Stats Over Time section to see graphs that show the total event attendance and group membership over a specific time period. Use the dropdown in the top left of the section to choose a time frame for the graphs.
Select the 🖨️ print icon in the top right of the page to open a print preview of this group's overview report. Use your browser's print settings to print a report from the preview page.
Multi-group overview reports
Administrators can create an overview report for all groups on the Reports page. Group type managers can only create overview reports for the group types they manage.
Select the Reports page from the top navigation.
Select the Overview tab.
(Optional) Select Filter in the top left to filter by group type, campus, status, or tags.
Review the filtered groups' stats in each section:
Health Stats: View the total number of groups included in your filter, the average group size, unique members, church participation percentage, and turnover rate.
Group Roles: View the number of leaders and members in the groups within this group type. The Group Roles number does not always match the Unique Members number because if someone is a leader in one group and a member in another, they are counted twice in Group Roles.
Demographics: View the filtered groups' demographics based on gender and age, as defined in each member's profile.
Stats Over Time: Scroll down to the Stats Over Time section to view graphs that show group membership and the number of groups over a specific time period. Use the dropdown in the top left of the section to choose a time frame for the graphs.
Group Size: View a list of the total number of people in each group.
Select the 🖨️ print icon in the top right of the Reports page to open a print preview of the multi-group report. Use your browser's print settings to print a report from the preview page.
For more extensive reporting on individuals in groups, check out Lists in People.
Tip
Check out the article on widgets to learn more about how to view Groups data in Planning Center Home.
Attendance reports
Use attendance reports to track attendance data for specific groups or multiple groups at once!
Important
Only administrators and group type managers can create attendance reports in Groups. Group leaders can view their groups' attendance reports in Church Center.
Individual group attendance reports
On a group's Attendance tab, you can track each individual's meeting attendance, their attendance percentage, and other attendance details.
Select the Groups page from the top navigation.
Choose a group from the list.
Select the Attendance tab from the left sidebar.
Use the dropdown in the top left to choose a timeframe for your report.
(Optional) Check the Show removed members box to include removed members in your report.
Review each group member's attendance data in the attendance report. Select the First Name, Last Name, or % percentage column headers to sort the list accordingly.
The % column shows each member's attendance percentage relative to the number of events in the chosen timeframe.
Important
Canceled events or those without submitted attendance are not accounted for in the percentage rate column.
A ✅ green check mark appears in the date column if a member attended a group event on that day. If the leader didn't take attendance, the column for that event is grayed out.
Visitors who have been added to the event roster on the group event page are counted with a "Visited" tag on the report. The tag disappears if they are made a member.
Scroll down to the Attendance totals section to see the total number of attendees for each event. Select a specific attendance total to go directly to that event's page, where you can add or edit attendance.
Select Print in the top right of the report to print or download the report.
Choose either Print View or Export CSV from the dropdown to open a print preview or download your data as a CSV.
Important
Print View for Groups is limited to approximately eight dates within an 8.5 x 11 sheet of paper. To print more attendance data, choose smaller date ranges to prevent reports from being cut off.
Multi-group attendance reports
Track attendance across multiple groups on the Reports page to monitor participation, spot low engagement, and help your group leaders take action where needed. You can choose whether to print a report or email yourself a CSV file of the report data.
Administrators can create attendance reports for all groups. Group type managers can only create attendance reports for group types they manage.
Select the Reports page from the top navigation.
Select the Attendance tab.
(Optional) Select Filter in the top left to filter by group type, campus, status, or tags.
Use the dropdown in the top left of the Event attendance graph to choose a timeframe for your report.
Use the tabs in the top right to adjust how the Event attendance graph displays data.
Year/Month/Week/Day: Depending on your selected timeframe, you can choose whether to sort attendance data by year, month, week, or day.
%/Avg/Sum: Choose whether to view the percentage of the overall membership (%), the average attendance numbers (Avg), or the raw attendance numbers (Sum).
Scroll down to the Attendance by group section to review each group's attendance numbers for the selected timeframe.
The columns show the average percentage attended (Avg %), the median number of typical attendees (Typical Attd), and the total number of group events for the selected timeframe (Events).
Select the Avg % or Events column headers to sort the list by average percentage attended or total group events.
(Optional) Select the 🖨️ print icon in the top right of the Reports page to open a print preview of your report. Use your browser's printing feature to print a report from the preview page.
Select the CSV Export button in the top right of the graph.
In the popup, preview the data to be included in your event attendance export and make any desired changes.
Select Create Export to send yourself an email with the CSV download link.