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Submitting a report ​

If you're a shepherd, branch pastor, or ministry leader, your admin probably assigned you to one or more recurring reports. This article is the assignee's view — how to find them, fill them in, and not miss a deadline.

Submission form

Find your assigned reports ​

From Reports → My Reports (or your dashboard's Reports due widget):

  • Due now — submissions you need to file this period.
  • Upcoming — what's coming next.
  • Overdue — ones you missed.
  • Submitted — your history.

The dashboard widget mirrors this and links straight in.

Open a submission ​

Click any row to open the submission form. The form shows the template fields with any auto-pulled values pre-filled. For example, if the template asks for Sunday Worship attendance and you've been marking attendance in GCM, the value appears here automatically — you just confirm.

Fill in the fields ​

Each field has the type the template defined. Number fields accept integers and decimals; date fields use a date picker; multi-selects show checkboxes.

Required fields are marked with a star. You can't submit until all required fields are filled.

Help text appears below each field — read it the first time you encounter a new template.

Save as draft ​

Click save draft to come back later without submitting. Drafts don't count as filed — they're just your work-in-progress. The recent fix ensures drafts no longer accidentally count as filed in the missed-list math.

Drafts auto-save every few seconds while you're typing, so you don't lose work if your browser closes.

Submit ​

When everything's filled in, click submit. The submission:

  • Locks the values (you can no longer edit unless an admin reopens it).
  • Marks the period as filed for you.
  • Increments the template's submission count.
  • Feeds into any rollup analytics.

You'll see a confirmation screen with a link to your submitted version.

Editing after submit ​

By default, submitted reports are locked. If you spot a mistake, ask an admin to unlock — they can return it to draft state. You can then fix and re-submit.

For trivial errors (typo in a comment field), some templates allow a brief edit window (e.g. 1 hour) before fully locking.

Reminders and overdue ​

If you don't submit by the due date, you start getting messaging reminders on whatever channel your admin configured. The reminders increase in urgency:

  • Initial nudge — typically N days before the due date.
  • Overdue nudge — N days after.
  • Final escalation — to your manager.

TIP

Adding the Reports due widget to your dashboard is the easiest way to avoid being a problem case. Two-second glance every morning.

On mobile ​

The submission form is responsive. Phone or tablet works fine. Use the mobile sidebar (which auto-closes after navigation, per the recent UX update) to switch between modules.

Submitting on behalf of someone else ​

If you're an admin and a shepherd is out of pocket, you can submit on their behalf:

  1. Open the submission as that shepherd from the admin view.
  2. Fill in the values.
  3. Submit.

The audit log records that you submitted-on-behalf, not them. Reporting still attributes the data to the assigned shepherd's unit.

Common questions ​

What if I submit then realize I had bad data? Ask an admin to unlock and return to draft. Fix and re-submit. The version history shows both submissions.

Can I submit early? Yes. Submissions are eligible to file any time after they're created (usually a few days before the due date).

What if my template asks for a member I don't have access to? Member-picker fields scope to your visibility. If the template's audience is broader than your scope, you'll see only members in your scope. Talk to your admin if you need broader access.

Next steps ​