Who Submitted Report: Every Person Behind Every Form

Connection cards, baptism sign-ups, volunteer applications, event registrations—your church collects countless form submissions every month. But behind each submission is a person: someone taking a step toward your community, someone exploring faith, someone ready to serve. The question isn’t just “how many submissions did we get?” It’s “who submitted, and who needs follow-up?” Without a clear view of the people behind the data, welcome calls get delayed, pastoral check-ins slip through the cracks, and engagement opportunities go unnoticed.

Why Knowing Who Submitted Matters for Ministry

Church leaders know that connection happens one person at a time. A first-time form submitter who receives a warm welcome call within 48 hours is far more likely to return than one who never hears from anyone. A long-time giver who suddenly submits a prayer request form might be going through a crisis worth a personal follow-up. Someone who used to submit regularly and then went quiet for months, only to reappear with a new form submission, is sending a signal: “I’m back.” That moment deserves acknowledgment. The Who Submitted report is built for exactly these scenarios. It flips the perspective from form-centric data to people-centric insight, so you can see every person who submitted, rank them by engagement and outreach priority, and act on the right names at the right time.

Outreach Prioritization and Pastoral Care

Not every submitter needs the same level of attention. A first-time submitter may need a welcome call. An at-risk member showing declining engagement may need a pastoral check-in. Someone who submitted across multiple forms—volunteer sign-up, small group interest, and event registration—may be ready for a leadership invitation. The Who Submitted report surfaces engagement scores (0–100 with color-coded bars), at-risk tiers (Priority care, Personal outreach, Gentle check-in), submission trajectory (increasing, stable, or declining vs. the prior period), and an AI-powered Follow-Up Prioritizer that identifies who to contact first. You can filter by form, search by name or email, sort by date or engagement, and export the full list to CSV for follow-up workflows. Every section is designed to help you know who to reach out to and why.

Connecting Forms to People

The report bridges the gap between form data and people data. You see which forms each person submitted, a preview of what they entered (Content Peek), and a broader Activity Digest that includes giving history, payments, chatbot interactions, and other platform activity. Geographic maps show where people submit from (submission location) and where they live (home addresses from profiles). For multi-campus churches, the report respects your campus structure. Date ranges are flexible: use quick links like Last Week, Last Month, Last 90 Days, or Year to Date, or pick a custom range. The report compares the current period to the prior period of equal length, so you can see whether first-timers, at-risk people, or overall engagement are trending up or down.

In this article, we’ll overview the OnlineGiving.org Who Submitted Report.

Who Submitted Report User Guide:

The Who Submitted report is a people-first analytics tool that answers the question: Who submitted a form during your selected period, and what does that mean for follow-up? Accessed from the Custom Form Reports hub at “Who Submitted”, it shows every person who submitted at least one form, with rich engagement data: submission counts, forms submitted, total paid, first and last submission dates, engagement scores, at-risk tiers, Content Peek (preview of submitted field values), Activity Digest (broader platform activity), and submission trajectory (up, down, or flat vs. the prior period). The report includes snapshot cards, an AI Follow-Up Prioritizer, first-time submitters strip, at-risk spotlight, geographic maps (submission location and home addresses), top forms breakdown, anonymous ratio, and a full people table with search, filters, sort, and pagination. CSV export and scheduled email delivery are available for building follow-up lists and sharing with staff.

Key Takeaways

• People-First List: Every person who submitted a form in the date range appears in the People table with name, email, phone, forms submitted, submission count, total paid, first/last submission dates, engagement score, and at-risk tier.
• Engagement Scores & At-Risk Tiers: Each person has an engagement score (0–100) with color coding: green (70+), yellow (40–69), red (below 40). At-risk tiers (Priority care, Personal outreach, Gentle check-in) surface people who need pastoral follow-up.
• Content Peek & Activity Digest: Expand any row to see a preview of what the person submitted (field values) and a broader activity digest (giving, payments, other platform activity). Per-person AI insights summarize form activity from a pastoral care perspective.
• Submission Trajectory: Each person’s submission frequency is compared to the prior period—increasing, stable, or declining—with visual arrows in the table.
• Multi-Dimensional Filtering: Filter by date range, campus, form (multi-select), and search by name or email. Sort by date, name, submissions, total paid, or engagement score. Pagination: 25, 50, or 100 rows per page.
• At-Risk & First-Time Submitters: Dedicated sections highlight people showing disengagement signs (declining activity, long gaps) and people who submitted for the very first time during the period.
• Geographic Intelligence: Two maps: Where People Submit From (submission location) and Where Submitters Live (home addresses from profiles).
• AI Follow-Up Prioritizer: AI-powered panel identifies who to contact first based on engagement patterns, first-timers, and at-risk members.
• CSV Export & Email Reports: Export up to 10,000 rows to CSV. Schedule the report for recurring email delivery.

Table of Contents

1. Accessing the Report
2. Date Range & Filters
3. Snapshot Cards (At a Glance)
4. People Table
   • Every Column Explained
5. Searching & Filtering
   • Form Multi-Select
   • Search
   • Sort and Pagination
6. First-Time Submitters
7. At-Risk Submitters
8. Content Peek
9. Activity Digest
10. Submission Trajectory
11. Geographic Summary
12. Home Locations
13. Top Forms
14. Anonymous Ratio
15. AI Summary Panel
16. Campus Filtering
17. Scheduled Email Reports
18. CSV Export
19. Frequently Asked Questions

Accessing the Report

The Who Submitted report is available from the Custom Form Reports hub. To open it:

1. Log in to the control panel.
2. In the left navigation, expand “Custom Forms”.
3. Click “Reports” to open the Custom Form Reports hub.
4. Locate the “Who Submitted” report card (with the users icon).
5. Select a date range and campus (if applicable), then click “View”.

The report loads with the selected filters. You can also navigate directly via the report card. The report is visible to users with Donor Admin or Custom Form Admin role.

Date Range & Filters

The filter bar at the top of the report controls the date range and scope of data. Use the date picker to select a custom date range, or click the quick links: Last Week, Last Month, Last 90 Days, Last Year, or Year to Date. The report compares the current period to the prior period of equal length, so you can see whether submissions, unique people, and first-timers are trending up or down. Click “Run Report” to apply your filters. Active filters (date range, form filter, search) appear as removable chips below the filter bar. Click the × on a chip to remove that filter, or “Clear all” to reset.

Snapshot Cards (At a Glance)

At the top of the report, four snapshot cards summarize key metrics at a glance:

• Total Submissions: Count of all form submissions in the date range. Shows a percent change vs. the prior period (green up arrow, red down arrow, or gray dash).
• Unique People: Distinct individuals who submitted at least one form. Shows a percent change vs. the prior period.
• First-Timers: People who submitted a form for the very first time during the period. Shows a percent change vs. the prior period.
• Anonymous: Percentage and count of anonymous (unidentified) submissions. No period comparison.

Each card uses color-coded change indicators to help you see whether submissions, unique people, and first-timers are trending up or down compared to the immediately preceding period of equal length.

People Table

The main data table lists every person who submitted at least one form during the selected period. Each row represents one person (identified or anonymous). The table is sortable, paginated, and supports expandable Content Peek and Activity Digest rows. This is the heart of the report—a people-first list designed so you can quickly identify who needs follow-up.

Every Column Explained

• Person: Avatar with initials, full name (or “Anonymous” for unidentified submitters), email, phone, and contact icons. A “NEW” badge appears for people whose account was created within the last 30 days. An “At Risk” badge appears when the person is flagged by the Stewardship Care system. Click the name to open the user profile.
• Submissions: Total submission count for the period. A multi-form badge (“N forms”) appears when the person submitted more than one form. A trajectory arrow (up, down, or flat) compares current-period submissions to the prior period.
• Total Paid: Dollar amount from paid form submissions (e.g., event registration fees, product purchases). Sortable.
• Last Active: Days since the person’s last submission, with urgency color coding (green for recent, yellow for moderate, red for long gaps). Sortable.
• Forms: Form name pills showing which forms the person submitted. Up to two forms are shown with a “+N more” link if applicable. Each pill links to the Single Form Detail report. Below the pills, a per-person AI insight sentence (when available) summarizes their form activity from a pastoral care perspective.
• Engagement: Engagement score bar (0–100) with color coding: green (70+), yellow (40–69), red (below 40). Sortable. The score reflects form submissions, giving, payments, chatbot activity, and other platform interactions.
• Actions: Content Peek toggle (chevron button) to expand/collapse the preview of submitted field values. Profile link to open the user’s profile page.

Default sort is by date (most recent first). All sortable columns toggle between ascending and descending when you click the column header. The at-risk sort groups at-risk people first, then sorts by last submission.

Searching & Filtering

The filter bar at the top of the report lets you narrow the data to exactly who you need.

Form Multi-Select

Use the Form dropdown to filter to one or more specific forms. Only people who submitted at least one of the selected forms appear in the table. Selected forms display as removable chips below the filter bar. Click the × on a chip to remove that form from the filter. Use “Clear all” to remove all form filters.

Search

Type a name or email in the search box to find specific people. The search runs across first name, last name, and email. Results update when you click “Run Report”. The search term appears as a removable chip when active.

Sort and Pagination

Sort by: date (last active), name, submissions, total paid, or engagement score. Toggle ascending or descending by clicking the column header. Use the pagination controls to move between pages. Per-page options: 25, 50 (default), or 100 rows per page. The page display shows “Showing X–Y of Z” and “Page N/M” when there are multiple pages.

First-Time Submitters

The First-Time Submitters strip highlights people who submitted a form for the very first time during the selected period. These are people who have never submitted any form before—they may be new to your church, new to your forms, or engaging in a new way for the first time.

The strip displays up to 8 people with avatar, full name (linked to their profile), and the first form they submitted. When more than 8 first-timers exist, a “+N more” link navigates to the People & Connections report’s first-timers section for the full list. A personal welcome call or email within 48 hours can make a significant difference for first-time submitters.

At-Risk Submitters

The Pastoral Priority section (also called At-Risk Submitters) surfaces when at-risk submitters are detected. It displays up to 6 people showing disengagement signs: declining activity, long gaps between submissions, or other patterns that may warrant pastoral attention. The tier labels indicate:

• Priority care: Engagement significantly declined.
• Personal outreach: Engagement declining.
• Gentle check-in: Engagement slowing.

Each card shows the person’s name (linked to profile), submission count, tier label, tier description, and engagement score with color coding. Use this section to prioritize who to reach out to first.

Content Peek

Content Peek is a key differentiator of the Who Submitted report. Each row in the People table can be expanded to show a preview of what the person submitted. The peek displays the form name and key field labels and values from their most recent submission. Toggle the peek via the chevron button in the Actions column. This helps you quickly see what someone entered (e.g., prayer request text, volunteer interest, event choice) without opening the full submission or user profile. You can scan dozens of people and decide who to reach out to based on the actual content they shared.

Activity Digest

The Activity Digest provides broader context for each person beyond form submissions. It includes giving history, payments, chatbot interactions, and other platform activity. The digest helps you understand how deeply connected someone is to your church across channels. When available, it appears in the expandable row or in the per-person context. Use it to tailor your follow-up: a first-time form submitter who has given three times may need different outreach than someone with no other activity. The AI-generated per-person insight in the Forms column summarizes form activity from a pastoral care perspective.

Submission Trajectory

The Submission Trajectory compares each person’s submission frequency in the current period to the prior period of equal length. A trajectory arrow appears in the Submissions column:

• Up arrow: Submissions increased vs. prior period.
• Down arrow: Submissions decreased vs. prior period.
• Flat: Same or no change.

Use this to spot people whose engagement is growing (celebrate and deepen) or declining (consider pastoral check-in).

Geographic Summary

The Where People Submit From section shows the geographic distribution of form submissions when address or IP geolocation data is available. An interactive map displays submission locations with bubble markers sized by count. A “Top Locations” panel lists the top 6 areas by submission count and percentage. Summary stat cards show: Unique Cities, Top Area, Geo Coverage (percent of submissions with location data), and Identified People with location data.

If no geographic data is available, the section shows a message explaining that location data is captured automatically from form submissions. Use this to understand where your form-engaged people are when they submit—useful for campus strategy or regional events.

Home Locations

The Where Submitters Live section shows where submitters actually live, based on geocoded home addresses from their user profiles. This provides a different lens than submission location—showing the geographic reach of your congregation rather than where they happen to be when submitting forms. A second map displays home locations with teal-colored markers. A “Top Communities” panel lists the top 6 home areas. Summary stats include: Communities count, Top Community, and Identified People with home address.

If there isn’t enough home address data yet, the section explains that home locations are based on geocoded addresses in member profiles. Encourage members to complete their profile address to improve this data.

Top Forms

The Form Breakdown section shows the top 6 forms by submission count within the selected date range. Each form displays its name, submission count, and percentage of total submissions, with a horizontal bar indicating its share. Use this to see which forms are driving the most engagement and to drill into form-specific analysis via the Single Form Detail report.

Anonymous Ratio

The Identification section (Anonymous Ratio) shows the breakdown of submissions from identified people (logged in or matched to a profile) vs. anonymous submissions. Large percentage numbers display for Identified and Anonymous, with a proportional progress bar and raw count breakdown below. High identification rates mean you can follow up with most submitters; high anonymous rates may indicate a need to encourage sign-in or profile matching on forms.

AI Summary Panel

The Follow-Up Prioritizer (AI Summary Panel) appears near the top of the report. It analyzes all submitter data for the selected period and generates a prioritized follow-up narrative in plain language. The AI identifies who to contact first based on engagement patterns, highlights first-time submitters who need welcome outreach, flags at-risk members showing declining engagement, and suggests specific pastoral actions.

The panel loads asynchronously with a loading animation. Use the “View Full Analysis” button to expand the full text. A “Save Briefing PDF” link generates a standalone PDF of the AI analysis for pastoral briefings. The AI can make mistakes, so double-check important findings before acting on them.

Campus Filtering

For churches with multiple campuses, a campus dropdown appears in the filter bar. Select “All Campuses” to see aggregated data, or choose a specific campus to scope the report to that campus only. The campus selection is preserved when you use quick date links. CSV exports and email schedules also respect the campus filter. If your church does not have campuses configured, the campus selector will not appear.

Scheduled Email Reports

You can schedule the Who Submitted report to be emailed automatically. Click the “Email” button in the page header to open the email settings modal. Configure recipients (admin users or form admins), frequency (e.g., daily, weekly, monthly), and the period or date focus. Save your settings and the report will be sent on the schedule you choose. This is useful for pastors and staff who want regular people-focused digests without logging in each time.

CSV Export

Click “Export CSV” in the page header to download a CSV of submitters. The export includes columns: Name, Email, Phone, Forms, Submissions, Total Paid, First Submission, Last Submission, Engagement Score, At-Risk Tier, Account Created. The export respects the current date range, campus filter, and form filter. Up to 10,000 rows are included. Use the export for mail merges, follow-up lists, or external analysis.

Frequently Asked Questions

Who should use the Who Submitted report?

Pastors, care team leads, assimilation directors, and anyone responsible for follow-up workflows. The report is designed to answer “who submitted, and who should I reach out to?” with a complete people list, engagement scores, at-risk identification, content previews, and AI prioritization.

What is the difference between Who Submitted and People & Connections?

Who Submitted is a straightforward list of everyone who submitted a form in the period, with filters, search, sort, and export. It focuses on the full people table with Content Peek, Activity Digest, and geographic maps. People & Connections is engagement-focused: first-timers, multi-form connections, returning members, care spotlight, heatmap, and funnel stats. Use Who Submitted for building follow-up lists or finding specific people; use People & Connections for strategic engagement insights and segment-based views.

How is the engagement score calculated?

The engagement score (0–100) reflects form submissions, giving, payments, chatbot activity, and other platform interactions. Higher scores indicate deeper connection across channels. Scores of 70+ are considered high engagement, 40–69 moderate, and below 40 at-risk.

Can I export the full list to CSV?

Yes. Click “Export CSV” in the page header to download up to 10,000 submitter rows. The export includes Name, Email, Phone, Forms, Submissions, Total Paid, First Submission, Last Submission, Engagement Score, At-Risk Tier, and Account Created. The export respects the current date range, campus filter, and form filter.

Why does the AI panel show “Loading” or timeout?

The AI summary is generated on demand. In high-traffic or slow network conditions, it may take several seconds or occasionally timeout. Refresh the page to retry. The rest of the report data loads independently and is always available.

What are the at-risk tiers?

The at-risk tiers (Priority care, Personal outreach, Gentle check-in) are derived from the Stewardship Care system. They indicate the severity of disengagement: Priority care means engagement has significantly declined; Personal outreach means engagement is declining; Gentle check-in means engagement is slowing. Use these to prioritize pastoral follow-up.

How do I schedule the report to be emailed?

Open the Who Submitted report, then click the “Email” button in the header. In the modal, select recipients, choose a frequency (e.g., weekly on Monday, monthly on the 1st), and set the period/date focus. Save your settings. The report will be sent automatically on the schedule you choose.

What does Content Peek show?

Content Peek expands a row to show a preview of the person’s most recent submission: the form name and key field labels and values. For example, if someone submitted a prayer request form, you might see the prayer request text without opening the full submission. Use it to quickly decide who needs follow-up based on what they shared.

What is the difference between Where People Submit From and Where Submitters Live?

Where People Submit From shows the geographic location of where submissions were made (IP or address at submission time). Where Submitters Live shows home addresses from user profiles. The first tells you where people are when they engage; the second tells you where your congregation lives.

Need help setting up the Who Submitted report or interpreting the data? Contact us at support@onlinegiving.org or (615) 206-4000. OnlineGiving.org provides courtesy setup assistance to help you get the most from your form analytics.