Besides the tabs, the Pastoral Care header has a ⋯ menu with two things to look at in the cold: the Report of the month and Team activity. Both are for pastor level only.
The attendance exports that used to live in this menu left along with the absence report, to Events → Attendance (see Absences). What stayed here is what's properly pastoral.
Report of the month
It's a summary of aggregates, meant to share with leadership without exposing the content of any note:
- Notes logged by type (visit, counseling, prayer, discipline…).
- Pastoral contacts logged in the month.
- Completed tasks, grouped by who did them.
- New people: how many were contacted and how many weren't yet.
- How many people left active follow-up during the month.
This is a report of numbers, not content: it never shows what a note is about, only how many there are and of what type.
Team activity
It opens a panel with what your team did in Notes and Tasks over the last two weeks, grouped by day: who logged a note, who completed a task, who postponed a follow-up.
Just like the Report of the month, it respects what's restricted: you'll see that an action happened and who did it, but never the content of a restricted note. It's how a pastor can support and moderate their team without needing to read every note one by one.
