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Creating a Custom Category
Creating a Custom Category

How to create a custom category to track the data that is important to you

Updated this week

Church Metrics gives you some pre-generated categories but sometimes you might want to add some categories that are unique to your church. You can create as many categories as you would like!

  1. From the profile dropdown in the top right corner, select Admin. Then click Categories in the left hand navigation.

  2. Click Create Category.

  3. Format your category.

    1. Name: Name your custom category

    2. Format: There are 3 formatting options.

      1. Number- This is used for whole numbers like attendance, salvations, and volunteers

      2. Currency- This is used for your giving categories. This will add the currency symbol to the number.

      3. Decimal- This is used for numbers that would need a decimal but are not necessarily currency.

    3. Kind: There are 4 different options to choose from- Attendance, Contributions, Salvations, and Other

    4. Parent Category: These are categories that you previously created under the Categories tab. Check out how to edit and create Parent Categories here!

  4. Be sure to click Save when you're finished!

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