Jordan Bogart
Articles
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Batches
The Batch utility in the Contributions module of Shepherd's Staff allows you to enter multiple offerings quickly, compartmentalize workflow, and even work from home. Offering Batches let you type o...
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Program Tab
The program tab is where you can view several pieces of information about your installed version of Shepherd's Staff, as well as the database you're currently connected to. This window for the most...
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Medical, allergy or special needs
The Medical, allergy or special needs report provides a listing of those who have information filled out in the "Medical/Allergies" field located in the "Other" tab of an individual's record. This ...
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How do I check finance back in? [FAQ]
When backing up your database, you have the option to flag your finance module as being "checked-out". This will make it so when you attempt to open the finance module in Shepherd's Staff, you will...
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Route Details Report
The Route Details report is an important report to run if you utilize the Routes feature of Shepherd's Staff. This report allows you to generate route checklists, a listing of all the contacts and ...
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Room Usage Report
The room usage report shows how many times a room is being used within a particular date range, what events are taking place there and optionally, what dates the room is being used on. This is usef...
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Inventory Report
The Inventory Report provides you with a listing of your inventory arranged in different ways, and even a blank form that can be filled out for new inventory. The Inventory Report has 5 different f...
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Events Report
The Events report lets you see a listing of events over a particular time period, or all the details about one specific event in the future or past. This can be useful to see who and what is going ...
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Calendar Report
The Calendar report allows you to print a calendar showing any or all of your Events. You can also use it to print a blank calendar for requesting events, or even create an HTML version of your cal...
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Route Workers
The Route Workers view lets you get a quick look at who the Drivers/Workers are for each route in a grid view. By utilizing the filters on this grid, you can get a quick listing of who works on a p...