---
title: "People Reports"
slug: "people-reports"
updated: 2026-05-06T03:04:22Z
published: 2026-05-06T03:04:22Z
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.


@(Embed)(https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/PeopleReportsStep1.mp4){height="320" width="640"}
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){height="" width=""}
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){height="250" width=""}
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){height="150" width=""}
8. Enter or select the value (e.g., "Active")
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-3XKLZ6TZ.png){height="100" width=""}
10. 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){height="250" width=""}
***
## 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
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-NZOH8032.png){height="" width=""}

### 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){height="250" width=""}
***
## 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){height="250" width=""}

:::(Info) (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)
:::