Reports

a brief overview of the available reports in Choir Genius and the info they provide
Written by Sharlene Kowk
Updated 3 months ago

There are a variety of ready-made reports available within your site, under the menu item "Reports". Reports are split into two tabs, Tabular, and Other.

All reports are filterable, searchable, and exportable to a variety of formats, including csv and pdf.

Account Reports

Accessible to: Admin, Manager, Coordinator
Location: Tabular tab

Account contact report Contact information for all accounts, and their parents' contact info if applicable
Birthday report Member birthdays
Travel report Medical and emergency contact info of members, useful when the group travels.

Event Attendance Reports

Accessible to: Admin, Manager, Coordinator
Location: Tabular tab

Attendance forecast grid A compact grid showing forecasted attendance for a set of people and a set of events
Attendance grid A compact grid showing attendance for a set of people and a set of events
Attendance report Attendance stats by user. Does not include cases where attendance for an event or a person is not recorded.
Ticketing report Ticketed event numbers, including total tickets purchased for an event, and number of actual attendees.

Store Reports

Accessible to: Admin & Manager
Location: Tabular tab

Account balances report Balances for each account, as well as credits
Donation list List of individual donations
Order line items Separate row for each order line item, showing transaction, date, purchaser,
Order report all store orders (similar to the manage orders page)
Revenue by product report Store revenue by product, showing category, name, count, sales, tax and revenue. Filter by a date range.
Revenue by product version report Store revenue by product version, showing category, name, count, sales, tax and revenue. Filter by a date range.
Transaction report Store transactions, including date, transaction number, invoice number, and amount. Negative amounts are refunds.

Volunteer Reports

Accessible to: Admin, Manager, Coordinator
Location: Tabular tab

Volunteer report Sum of volunteer points by user name.

Other Reports 

Accessible to: Admin, Manager, Coordinator
Location: Other tab

Badge report Printing badges with names, subgroups, labels, and QR codes. Exports to Avery 5392 US Letter, and Avery 7173 A4.
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