Turning Data into Better Care
Every update, task, and milestone entered into Notebird tells part of a larger story.
Reports bring that story together so your team can see what is happening, identify opportunities to care more effectively, and ensure that people receive thoughtful, consistent follow-up over time.
Reports transform the updates, tasks, milestones, and interactions entered into Notebird into meaningful insights that help your team stay informed, identify trends, and make better decisions.
Whether you are reviewing an individual’s care history, preparing for a staff meeting, or evaluating team engagement, reports provide quick access to the information you need.
What Can You Learn from Reports?
Reports help answer important questions such as:
How many updates were recorded this month?
Which team members are most active?
Which groups are receiving the most care?
Which profiles have not been updated recently?
When were new profiles created?
What follow-up tasks have been completed?
What is the full care history for a specific person?
By turning your day-to-day activity into clear data, reports help your organization stay intentional and accountable.
Why Reports Matter
Pastoral care often happens over weeks, months, and years.
Reports help you:
See the big picture
Identify people who may need attention
Measure team engagement
Track ministry trends
Celebrate your team’s work
Improve accountability
Instead of relying on memory or spreadsheets, reports provide accurate, centralized insights based on the information already stored in Notebird.
Common Types of Reports
Notebird includes a wide variety of reports to help you monitor care and ministry activity.
Examples include:
Individual Care History
Profiles Last Updated
Profile Creation Dates
Updates Per User
Tasks Completed
Group Activity
Milestones
Update Type Trends
Each report provides a different perspective on how your team is caring for people.
How to Access Reports
To run a report:
Click your name in the upper-right corner of Notebird.
Select Reports.
Choose the report you would like to run.
Apply any desired filters.
Click Run Report.
Most reports generate instantly and can be viewed directly in Notebird.
For a deep dive, go to: Notebird Care Reports
Available Filters
Reports can be filtered by:
Date range for Updates and Milestone Reports
User
Group
Update Type
Task Type
Milestone Type
Status
These filters help you focus on the exact information you need.
Exporting and Printing Reports
Most reports can be:
Exported as CSV files for spreadsheet analysis
Printed as PDF documents
Shared with staff and leadership teams
This makes it easy to prepare for meetings, review ministry activity, and preserve historical records.
Popular Reports
Individual Care History Report
View a complete timeline of updates, tasks, milestones, and notes for one person. This report is ideal for preparing for counseling sessions, hospital visits, or leadership transitions.
Profiles Last Updated Report
Identify profiles that have not received recent updates so your team can ensure no one is overlooked.
Profile Creation Date Report
See when profiles were added to Notebird to track growth and recent additions.
Best Practices for Meaningful Reports
To get the most value from reporting:
Encourage your team to enter updates consistently.
Use Groups to organize people.
Assign Tasks for follow-up.
Record Milestones and important life events.
Review reports regularly with leadership.
The more consistently your team uses Notebird, the more valuable your reports become.