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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 over a week ago

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

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