The Explore by Member Summary provides a quick count of your Membership for a given year, broken out by the number of baptized and confirmed members you had that year, and the number of Baptized Members and Confirmed Members you gained that year, as well as the number of Baptized and Confirmed Members you lost that year. You can add, edit and delete membership summaries in this view as well.
Note: Shepherd's Staff will automatically calculate these figures for you each year, and typically should not need to be edited or updated manually.
- To access the Member Summary view, open the Membership module, and click on the "Explore" tab, then click on the "Member Summary" section on the left side of the page.
- The member summary grid will appear, showing you totals for each area for each year.
- If you want to add a member summary for a year, click the "Add" button at the bottom of the grid. A window will appear where you can enter the year these statistics are for. You can then set how many baptized and confirmed members you gained and lost that year, as well as the total number you had at the end of that year. Click "Save" to save your work.
- Clicking on a row in the grid and clicking "Edit" will let you edit the statistics for the selected year.
- Clicking on a row and then clicking "Delete" will delete the statistics for that year.
- Clicking "Export" will send this grid to your spreadsheet program