Explore by Behavior

The Explore by Behavior view lets you view details about how different groups of people within your database have interacted with the church, specifically if those people have been attending, communing, giving, communing and giving, or communing or giving over the time period of your choice. This view provides numbers for these groups, and then lets you drill in further to see who these people are.

1. To access the Explore by Behavior view, open the Membership module, click on the "Explore" tab, and then select the "Behavior" tab on the left side of the window.
2. To select what group and what time period you want to look at in this view, just above the graph, you will see the "Who" field. Click in this field to select what group of people you want to look at. Just next to it is the "For the past" field. Click in this field to select what span of time you want to look at, from 1 month, all the way up to 24 months.
3. The Explore by Behavior view is split into two sections. The left section looks at activity by your selected group. This side of the report shows a graph that shows the number people in your group, and then the number of those people who attended, communed, gave, communed and gave, and communed or gave. Below this graph you will see a table that provides numbers for each of these metrics.
4. If you click on a row in this table, you can then click the "People" to see which people are included in that row. You will then see a "View" button, and you can click this button to open the person record of the highlighted person. Clicking the "Summary" button will return you to the table. Clicking the "Copy" button will copy the graph to your clipboard to paste into another program. Clicking the "Sub" button will let you create a static subgroup of the people in this group. Clicking the "Export" button will send the table to your spreadsheet program.
5. The right section of the Explore by Behavior view shows inactivity for your selected group. This side of the report shows a graph that shows the number people in your group, and then the number of those people who did not attend, did not commune, did not give, and did not commune or give. Below this graph you will see a table that provides numbers for each of these metrics.
6. If you click on a row in this table, you can then click the "People" to see which people are included in that row. You will then see a "View" button, and you can click this button to open the person record of the highlighted person. Clicking the "Summary" button will return you to the table. Clicking the "Copy" button will copy the graph to your clipboard to paste into another program. Clicking the "Sub" button will let you create a static subgroup of the people in this group. Clicking the "Export" button will send the table to your spreadsheet program.