Automated report generation for attendance and giving

Purpose

1.1. Automate the creation and distribution of comprehensive attendance and donation (giving) reports for Alliance churches.
1.2. Pull data from attendance and financial systems, process and format it according to board, pastoral, and denominational requirements.
1.3. Deliver accurate, timely insights for leadership, compliance, financial transparency, and ministry planning.

Trigger Conditions

2.1. Scheduled intervals (e.g., end-of-service, weekly, monthly, quarterly).
2.2. Manual initiation via admin dashboard or chatbot.
2.3. New or updated attendance/giving records entered into system.
2.4. Email receipt of updated spreadsheet or database export.

Platform variants

3.1. Google Sheets
• Feature/Setting: “onEdit” or time-driven triggers; use Apps Script to pull and aggregate attendance/financial entries.
• Sample: Configure Apps Script to run daily at 10pm, summarize attendance and tithes by group/service.

3.2. Microsoft Excel Online (Office 365)
• Feature/Setting: Power Automate “When a file is modified” trigger; flow for extracting table data and compiling report.
• Sample: Set flow to generate PDFs and trigger Teams notifications.

3.3. Planning Center
• Feature/Setting: API to fetch attendance and giving metrics; webhooks for real-time data sync.
• Sample: Automate export of group and event statistics to report template.

3.4. Church Community Builder (CCB)
• Feature/Setting: CCB API “Group Attendance” and “Giving Transactions”; schedule GET calls weekly.
• Sample: Use API to pull metrics, merge into template, deliver via email.

3.5. Elvanto
• Feature/Setting: Webhooks for attendance submission; API for donation record export.
• Sample: Send new data to workflow for report update.

3.6. Fellowship One
• Feature/Setting: Attendance and Giving REST endpoints; integration with automated doc generation tools.
• Sample: Nightly fetch and merge to online file.

3.7. Pushpay
• Feature/Setting: Giving API; export function for donation records.
• Sample: Weekly giving report automated to Google Drive.

3.8. Rock RMS
• Feature/Setting: REST API “Group Attendance” & “Giving Analytics”; schedule data pulls.
• Sample: Scripted workflow to consolidate and email.

3.9. Mailgun
• Feature/Setting: Automated scheduled email dispatch for reports.
• Sample: Send PDF/CSV reports each Monday at 6am.

3.10. SendGrid
• Feature/Setting: Scheduled email API; attachment support for reports.
• Sample: Dispatch monthly leadership summary with attendance chart.

3.11. Dropbox
• Feature/Setting: Upload API for report delivery; webhook on new upload triggers distribution.
• Sample: Save new PDF and notify staff.

3.12. Slack
• Feature/Setting: Incoming Webhook for channel announcements; send report summaries as messages.
• Sample: Weekly giving summary posted to #leadership.

3.13. Microsoft Teams
• Feature/Setting: Teams bot API; scheduled or triggered chat messages.
• Sample: Auto-post meeting-ready reports to board channel.

3.14. Airtable
• Feature/Setting: Scheduled scripts to consolidate numbers and build visual dashboards.
• Sample: Daily compile of attendance/giving and email results.

3.15. Zapier
• Feature/Setting: Scheduled Zap “Schedule”/“Webhook”; custom script for report creation.
• Sample: Automatically trigger upon new Google Sheet row.

3.16. QuickBooks Online
• Feature/Setting: API for giving and donation records to integrate with financial reporting.
• Sample: Synchronize donation data weekly for finance review.

3.17. AWS Lambda
• Feature/Setting: Scheduled function to process raw event data, create templated reports.
• Sample: Trigger report build every Sunday evening.

3.18. PDFMonkey
• Feature/Setting: API for dynamic PDF generation from provided attendance/giving templates.
• Sample: Generate branded church reports on schedule.

3.19. Twilio
• Feature/Setting: SMS API to notify leadership when new report is generated.
• Sample: Send “Giving Report Ready” SMS to admin group.

3.20. Google Drive
• Feature/Setting: API for automated file creation, versioning, and share-link generation.
• Sample: Place each week’s compiled report in shared folder.

3.21. OneDrive
• Feature/Setting: Scheduled upload of compiled reports; permission-setting per folder.
• Sample: Securely deposit monthly attendance report.

3.22. Zoho Analytics
• Feature/Setting: API for dataset import, dashboard/report creation on schedule.
• Sample: Generate automatic trend visualization.

3.23. Pabbly Connect
• Feature/Setting: Pre-built flows for data fetch, transform, and dispatch.
• Sample: Orchestrate end-to-end automation from CCB to email.

3.24. Freshdesk
• Feature/Setting: Ticket creation on report anomalies for immediate admin action.
• Sample: Auto-generate support case for irregular data spikes.

3.25. Notion
• Feature/Setting: API for automated report documentation and sharing with teams.
• Sample: Append weekly summary to knowledge base.

Benefits

4.1. Save hours from manual compilation and reduce risk of human error.
4.2. Ensure all leadership and compliance bodies have timely, standardized insights.
4.3. Support transparent financial stewardship throughout the Alliance denomination.
4.4. Rapid detection of attendance or giving anomalies for leadership action.
4.5. Facilitate historical analysis and ministry planning via consistent data delivery.