In the August 17 webinar we covered two primary topics:
1. Parish Annual Report - new process for 2022-23 reporting year using ChMS (formerly GabrielSoft) data exclusively.
2. Exploring the new Member Explorer tool
Click this link for ECatholic's How to Guide
NEW! Member Explorer in cCatholic ChMS : Parish Support (freshdesk.com)
Click here for the Diocesan Webinar recording for Member Explorer and Parish Annual Report process 2023
Parish Annual Report (starts at minute 5:00)
- The Diocese will review ChMS data for each parish and provide a parish "report" in our Survey Tool using a drop-down list.
- Each church will provide approval or disagreement for each data point within each category.
- The Diocese will work through any discrepancies with parishes, using the same ChMS reports as by the parish.
- Expect to see an email from the diocese around Sept 1 to begin completing the survey. Results should be submitted by mid-Sept.
Updates on the new process for The Compass Mass Schedule info for Fall 2023 (starts Minute 27:15)
Exploring Member Explorer (starts at minute 29:11)
- Learn to use the Member Explorer default layout
- Review the default filter options and learn to select specific filters.
- See how to customize and save your layouts (you can have multiple layouts!)
- Discover which columns are critical to view.
- Are there columns missing or enhancements required?
- Compare the old Classic version of “Member Search” to the new “Member Explorer”