---
title: "People Reports"
slug: "people-reports"
description: "How to build a People report in infoodle via Reports → People: set criteria, group by individual, household, group or guardian, pick fields, export or save."
updated: 2026-10-17T04:36:00Z
published: 2026-10-17T04:36:00Z
canonical: "help.infoodle.com/people-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

[Video](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/PeopleReportsStep1.mp4)

1. Click **Reports** in the main menu
2. Click **People** under Report Areas
3. Click the **Create Criteria** tab  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KAIS1JQZ.png)
4. Click **Add criteria**
5. Select the field to filter by (e.g., "Status", "Groups", "Date of Birth")  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-ASUBCEFO.png)
6. Select an operator (e.g., "equals", "contains", "is greater than")  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-ZZZ7UA0X.png)
7. Enter or select the value (e.g., "Active")  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-3XKLZ6TZ.png)
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

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-9Z4SD2ZD.png)

---

## Step 3: Select Fields

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

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-NZOH8032.png)

### Field Presets

Follow the steps on the [Preset Fields](/v1/docs/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)

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-TGO3XUCP.png)

---

## 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**

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-K1GASVBH.png)

              Related Pages

              

[About Reports](/v1/docs/about-reports) [People - Notes Reports](/v1/docs/people-notes-reports) [Asset Reports](/v1/docs/people-reports) [Special Reports](/v1/docs/special-reports-2)