People Reports

Use People Reports to extract and analyze contact data from infoodle. Filter by status, groups, finance data, and many other criteria; choose how to group results; select which data fields to display; and then view, download, merge, or process the results.

Step 1: Create Criteria

Criteria are the filters that control which people appear in your report.

1. Click Reports in the main menu
2. Click People under Report Areas
3. Click the Create Criteria tab
   
4. Click Add criteria
5. Select the field to filter by (e.g., "Status", "Groups", "Date of Birth")
   
6. Select an operator (e.g., "equals", "contains", "is greater than")
   
7. Enter or select the value (e.g., "Active")
   
8. Repeat to add more criteria

Available criteria types:

• Standard Criteria — Filter by basic contact properties such as status, contact type, name, email, phone, address, date of birth, and custom fields
• Finance Criteria (Finance Package required) — Filter by giving records, receipt history, gift aid status, and giving statements
• Work Queue Criteria — Filter by assigned work queues and completion status

Step 2: Choose Grouping

Grouping organizes your results by a chosen field.

1. Click the Choose Grouping tab
2. Select how you want results grouped:
   • Individual — One row per person (no grouping)
   • Household — Results grouped by household
   • Group — Results grouped by group membership
   • Guardians — Results grouped by guardian relationships

Step 3: Select Fields

Fields control which data columns appear in your report results. You can either tick the boxes or use a preset fields.

Select your own

1. Click the Select Fields tab
2. Check the boxes next to the fields you want to include — fields are organized by category:
   • Person — Name, email, phone, address, date of birth
   • Groups — Group memberships, permissions, dates joined
   • Finance — Giving records, receipts, statements, pledges
   • Household — Household name, type, address
   • Relationships — Links to other contacts
   • Custom fields specific to your site
     

Field Presets

Follow the steps on the Preset Fields page.

Step 4: Generate Results

1. Click the Generate Results tab
2. Your results will appear in a table
3. From here you can:
   • Export to Excel — Download as .xlsx
   • Export to CSV — Download as plain text
   • Merge into a group — Add all results to a group
   • Add to a work queue — Assign results for processing
   • Send email — Email all people in the results
   • Send statements — Generate giving statements (Finance Package only)

Step 5: Save Criteria (optional)

1. Click the Save tab
2. Enter a Name for this saved criteria
3. Enter a Description (optional)
4. Set Access:
   • Private — Only you can access it
   • Public — All users with report permission can access it
5. Click Save