Automated reporting on attendance, giving, and engagement metrics

**Purpose**

1.1. Provide real-time, automated reports summarizing worship attendance, financial giving, and member engagement.
1.2. Facilitate data-driven decision-making for pastors, trustees, and admin staff.
1.3. Eliminate manual report compilation, reduce errors, and deliver insights to leadership.
1.4. Enable scheduled or on-demand access to KPIs via dashboard, email, or SMS.
1.5. Support accountability, transparency, resource allocation, and community-building.

**Trigger Conditions**

2.1. New attendance record submitted at event registration or check-in.
2.2. Weekly/timed schedules (e.g., Sunday night, monthly close).
2.3. Receipt of new donation or giving transaction.
2.4. New engagement activity (volunteering, group signup, participation survey completed).
2.5. On-demand manual trigger by authorized staff.

**Platform Variants & Sample Configurations**

3.1. **Planning Center Online**
- Feature/Setting: API endpoint `/reports/attendance` for extracting attendance metrics, `/giving/transactions` for financial data, webhook for engagement.

3.2. **Church Community Builder**
- Feature/Setting: REST API `GET /api/attendance`, `GET /api/giving`, schedule with webhooks.

3.3. **Elvanto**
- Feature/Setting: Reports engine, API access to `attendance.get`, `giving.get`, schedule via webhooks.

3.4. **Breeze ChMS**
- Feature/Setting: Reports module, Attendance API, Giving API, trigger via scheduled report export.

3.5. **Rock RMS**
- Feature/Setting: Lava reporting templates, REST API endpoints `/api/Attendance`, `/api/FinancialTransactions`.

3.6. **Fellowship One**
- Feature/Setting: Web services API, `AttendanceSummary`, `ContributionSummary` endpoints.

3.7. **ShelbyNext**
- Feature/Setting: API endpoints for attendance (`/api/attendance`), giving, custom engagement metrics.

3.8. **Pushpay**
- Feature/Setting: Giving Analytics API, webhooks for transactions, scheduled reports.

3.9. **Tithe.ly**
- Feature/Setting: Giving API, Attendance API, custom report scheduler.

3.10. **ACS Technologies**
- Feature/Setting: Access via `ACS People Suite API`, attendance/giving reports, email scheduler.

3.11. **Faithlife/Logos**
- Feature/Setting: Data export API, scheduled CSV reports, webhook for engagement content.

3.12. **Mailgun**
- Feature/Setting: SMTP API for scheduled report delivery, template engine for auto formatting.

3.13. **Twilio**
- Feature/Setting: SMS API for sending metric summaries, trigger on schedule or thresholds.

3.14. **Slack**
- Feature/Setting: Incoming Webhooks, post formatted metrics to church leadership channels.

3.15. **Google Sheets**
- Feature/Setting: Sheets API, auto-write metric data on schedule, trigger recalculation.

3.16. **Microsoft Power BI**
- Feature/Setting: REST API to push dataset updates, configure scheduled refresh for dashboards.

3.17. **Tableau**
- Feature/Setting: Tableau Server REST API for uploading attendance/giving extracts, dashboard refresh automation.

3.18. **Zapier**
- Feature/Setting: Connect trigger apps (e.g., ChMS, giving platforms) to Google Sheets, Slack, or email integrations.

3.19. **Airtable**
- Feature/Setting: API for structured report tables, auto-populate via scripts on defined schedule.

3.20. **SendGrid**
- Feature/Setting: SMTP API for batch-sending formatted PDF or HTML reports to leadership email groups.

3.21. **Microsoft Teams**
- Feature/Setting: Webhooks/API for automated metric announcements in specified channels.

**Benefits**

4.1. Removes manual report tasks, saving staff hours each week.
4.2. Increases transparency with real-time, error-free metrics for leadership and stakeholders.
4.3. Supports data-informed decisions on outreach, giving campaigns, and attendance follow-ups.
4.4. Scalable across multi-campus or large membership ministries.
4.5. Delivers insights via preferred channels (email, SMS, dashboards), improving responsiveness.