Question: I would like to generate a report showing how many times certain users have made contacts for pastoral care with members of our church. As chair of deacons, I'm interested in having a better understanding of how we are doing. Is there a way to do that?
You can visually see a breakdown of updates made by an individual user on your team by utilizing our Updates Report.
Updates Per User Report
Click your name in the upper right hand corner
Click Reports
Click Updates & Run Report
Click Show/Hide Columns and select 'Created by'
Select the time range for your report
Click the column header 'Created by' and select which user you'd like to see
Click 'Export Updates' in the upper right hand corner of the report. Select either 'Print Report' or 'Download as CSV'
Print Report allows you to save as a PDF and then print or email the document. Download CSV will export updates in a spreadsheet.
*Note: Once a file is printed or downloaded, it is no longer protected by Notebird’s rigorous security protocols. Users should ensure appropriate privacy measures are in place before exporting files from Notebird.
