Church Operations and Planning Center
A two-page overview written for an executive pastor that describes what custom Planning Center reports show, how the data is pulled from Planning Center exports or its API on a schedule, the limits worth knowing, and how a church gets started.
Sample data. All names, organizations, and figures are fictional.
Open larger imageThis explainer introduces the reporting service behind the sample reports in this suite. It describes the six reports, shows how data moves from Planning Center People, Check-Ins, Giving, Groups, and Services into cleaned tables and then into reports, and explains the two ways to get the data out: the exports Planning Center already offers, or a scheduled pull from the Planning Center API.
It is careful about limits, such as the fact that reports can only show what Planning Center records, and every claim about Planning Center features is cited to Planning Center's own documentation.
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A one-page weekly dashboard for a senior pastor and staff that compares Sunday with the same Sunday last year. It brings attendance, kids check-ins, first-time guests, giving against budget, groups, and serving coverage from Planning Center into one view.
Sample data
A four-page giving dashboard for a church finance team: giving units, recurring share, first-time and lapsed givers, giving bands, fund mix, monthly giving against budget, and a building campaign tracker. It comes with a Power BI rebuild kit that includes the data tables, a theme file, and every DAX measure.
Sample data