Custom Reports in Planning Center Online, Part 2

At my church, we have two venues where we run worship services simultaneously. This means that when I am running reports and printing paperwork for all the teams, there’s a lot to print! Using the PCO custom reporting tool is great because it saves so much time.

If you didn’t read Part 1 where I first talked about this, hop on over and check that out.

Lately, rather than printing reports one at a time with each plan, I’ve been using the matrix view in Planning Center to view multiple plans at once and print reports all at the same time.

Screen Shot 2019-09-26 at 9.26.05 AM
The matrix view in PCO is very powerful and helps when you want to look at several plans at once.

My custom matrix report is similar to the normal plan report, but this one supports multiple plans, obviously. It loops through every plan, and then every position in the plan (based on the teams I have chosen), and then generates a sheet for that position, customized with their checklists, notes, etc.

My most recent edit includes a custom array for sort order, because the default is to print the position reports alphabetically. Rather than rename my positions, I opted for the custom sort.

Screen Shot 2019-09-26 at 9.26.49 AM.png
The print order array can be customized so that reports are sorted in the order you want.

This saves time every week because now they print out in the order I need to pass them out!

If you’d like to get a copy of this custom report, head on over to the GitHub repository I set up for it: https://github.com/josephdadams/PlanningCenterServicesReports

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