| Topic |
Presenter |
Content |
Selections & Listings:
A Good Look at the Basics |
Ken Emert |
This webinar covers the basics of setting up and running Selections & Listings reports. We start by looking at criteria options and then concentrate on labels, directories, and formatted reports. |
Selections & Listings:
Going Beyond the Basics |
Ken Emert |
This webinar concentrates on several areas of challenge including Group E-mails and Shelby Communicator, combining names on labels and reports, adding family members to reports, and options for sending labels to parents. We also cover several quick tips to make setting up reports easier. |
| Basic Membership and Adding Records |
Mark Fisher |
Understand the correct use of fields in Membership and GlobaFILE. Walk through the process of adding a new record to the database. |
| The Power of Profiles |
Mark Fisher |
Learn best practices and many new ideas for using this most powerful of tools. |
| Bank Reconciliation |
Carmen Dea |
Set it up, clean it up, and keep it up. Get a handle on this valuable financial resource. |
| Creating a Merge from Shelby to Word |
Carmen Dea |
Establish personalized communications between the church and your members. |
| Setting Up Preferences in Check-In |
Beverly Montgomery |
Here is a quick look at best practices for setting up the preferences by a user/trainer who manages the checking in of thousands each weekend at her own church. Beverly brings great personal experience and a keen eye to help you as you weigh the many choices the program affords you. |
Using Shelby to Close the Back Door
and Control Your Attrition Rate |
Lisa Horn |
See how to use your attendance and giving data to begin to get an idea of which members are presently at risk for leaving your church. You will learn how to maximize the use of the RISK/SOS reports in both the Attendance and Contributions modules. |
| Attendance Part 1 |
Margaret Talcott |
Build an effective and consistent attendance organization so that you can accurately report on attendance patterns. See why the structure of the levels and groups is a critical part of arranging the list alphabetically or in whatever order is appropriate. |
| Attendance Part 2 |
Margaret Talcott |
Walk through the steps for promoting your groups as classes or as individuals. Look at the various reports to verify you are promoting the right people to the right classes. This webinar will help you alleviate some of the anxiety and worry as you prepare for promotions and the fall season. |
| Budgeting in General Ledger |
Betty Heston |
As you prepare for a new budget year, here are some great tips on getting the information you need and determining how best to track your new budget using the Shelby General Ledger module. |
| Adjusting Your Database for Death, Divorce, and Other Changes |
Lisa Horn |
Get tips and best practice suggestions from Lisa Horn as you make changes to your Member and Prospect records.See how to track deaths, divorce, and other changes so that you can have the simplest and best tracking options in reporting. Find out about the possibilities for removing records and how to determine when this is best for your database? |
| Selections & Listings: Tips and Tricks |
Carmen Dea |
Take reporting through this powerful tool to the next level. This is not a webinar for users new to Selections and Listings, but for those looking to fine tune their skills, save valuable time, and produce great reports. Distinct material from Selections and Listings webinars Part 1 & 2. |
| Registrations & e-Registrations - Setup for Success |
Charles Nestor |
Learn best approaches to getting off on the right foot with the network and web versions of the registration process. Work with setup and determine the most efficient way to track your registrants both online and offline. |
| Tracking Pledges and Campaigns in Contributions |
Erin Dickerson |
Learn great approaches to tracking this most important information regarding the finances of your organization. See the best practices for setting up and reporting on pledges so you can use this and other tools to follow the progress of your campaigns. |
| Mass Updating Your Shelby Records |
Mark Fisher |
Add, change, or remove information on lots of records at one time. Save time and money by working quicker and smarter. Learn several great tips for using these tools to keep control of your database. |
| Year-End Tips Part 1: Closing Your Contribution Year and Running Giving Statements |
Ken Emert |
Gain understanding of best practices for finalizing your giving year. We will cover necessary steps and reports to verify all is ready to run year-end giving statements. |
| Year-End Tips Part 2: Closing Financial Year and Running Year-End Reports |
Ken Emert |
Walk through the steps to close your financial year and the run the necessary reports in General Ledger, Accounts Payable, Accounts Receivable, and Payroll. |
| Making the Most of Contributions Reports |
Christian Johnson |
Step through several key reports in the Contributions module. This is a good look at some basic essentials with a few good tips added for those who may already be using the Contributions module. |
| Monthly Financial Reports in General Ledger |
Bill Ballou |
Get an overview of the monthly reports available in General Ledger and walk through some of the options available for adaptation and customization. |
| ShelbyQUERY Part 1: Basic Fundamentals |
Geoff Johnson |
Walk through some of the basic concepts for understanding table structure, the core elements of Structured Query Language, and how all this relates to your Shelby database. This is for those who have not run a query and need a great starting place to enter into the world of extreme reporting. |
| ShelbyQUERY Part 2: Query Building |
Geoff Johnson |
Shelby Education Lead, Geoff Johnson, takes you through the Query Builder tool within ShelbyQUERY. This provides a more graphical interface as an aid to the novice query writer. This webinar picks up the concepts from the ShelbyQUERY Part 1 webinar and applies some practical application. |
| How to Use the ShelbyQUERY Report Designer |
Geoff Johnson |
Shelby Education Lead, Geoff Johnson, takes you through the Report Designer tool connected to ShelbyQUERY. This reporting tool allows you to change the simple columns and rows into a more interesting and personalized output much like you might in MS Access. This is an introduction to this powerful partner to ShelbyQUERY where you can change fonts, font color, add graphics, and highly control the look of your report. |
| Using Excel Pivot Tables with your Shelby Data |
Geoff Johnson |
Shelby Education Lead, Geoff Johnson, gives a good look at using Excel Pivot Tables to pull information straight from the Shelby tables to produce incredible overview and analysis reports for financials and even statistical reports for non-financials. An exposure to the ShelbyQUERY tool (either through classes or our webinars) will help you to maximize what you learn in this webinar. |
| Tracking Visitation and Outreach Using the Reaching Module |
Lisa Horn |
Shelby Master Trainer, Lisa Horn, takes us through the process of tracking outreach visits by taking advantage of the tools offered in the Reaching module. Learn how to build a visitation team, establish visits, and track results of the visits. A great way to follow up with those prospects that come by for worship or a class. |
| Servant: What Are the Questions You Should Ask Before You Get Started? |
Carmen Dea |
Shelby Consultant, Carmen Dea, helps us think through the necessary questions before we even begin to implement the Servant module to manage volunteers. What do you plan on using this tool to track? What jobs are you going to fill and how will you match potential volunteers with those ministries? While Servant tools will be discussed, Carmen will use her experience from setting up dozens of churches on Servant to cover the crucial steps that are necessary before training and implementation. We recommend this webinar for all who are planning to use this module. |
| Tracking Short-Term Mission Trips in Shelby |
Mark Fisher |
Shelby Consultant, Mark Fisher, shows how to use Contributions and other Shelby Systems financial modules to keep track of mission trips. Track individual gifts made to mission trip participants with your normal contribution entry and create reports for each individual and also a trip summary reflecting the status of all the trip participants. Also uses project codes to track all income and expenses for the trip. |
| Credit Card Tracking in Accounts Payable |
Betty Heston |
Shelby Consultant, Betty Heston, walks through the steps and processes to take advantage of this great tool that is included in the Accounts Payable module. Track multiple credit cards, multiple users and learn how to reconcile your statements each month. |
| General Ledger: Using Special Reports |
Christian Johnson |
Shelby Staff Trainer, Christian Johnson, shows the ways to personalize and customize your account structure to fit the needs of each report. Learn how to consolidate, segregate, or isolate your reports to meet your particular needs with this great feature found in your General Ledger reports. |
| Basic Payroll: Best Practices for Correct Setup |
Charles Nestor |
Shelby Staff Trainer, Charles Nestor, walks through the basic setup for Payroll focusing on compensations, deductions, taxes, and setting up a new employee. This will be valuable if you are just beginning or if you want to confirm all is set as it should be. |
| Accounts Receivable & Registrations: The Connection That Works |
Mark Fisher |
Shelby Consultant, Mark Fisher, walks through the basic setup for Accounts Receivable and Registration and the relationship between these two modules. This includes basic set-up in each module and practical examples using an event in Registrations and then processing data for this event in both modules. |