General System Reports (Contributions)

<< Click to Display Table of Contents >>

Navigation:   Contributions Management >

General System Reports (Contributions)

 

To print general reports showing only totals of giving to contributions accounts during a given period of time, select the Print General System Reports option on the Contributions Menu. Here's what the dialog looks like:

GenSysReps dialog

Report Form

There are three from which to choose. You can show separate columns for Prior, Current, and Totals, or you can print reports showing only current period giving or YTD total giving.

Report Date

Enter the date you want to show for when the report was printed.

Accounts to Print

You can elect to print only accounts which have a non-zero amount or all accounts.

Report Period

This is the period of time that will be considered the current period for purposes of the report. It can be any two dates during a given year. All contributions that are recorded for dates prior to the date range you enter will show up in the Prior column in the report, and donations recorded between the dates (inclusive) will be displayed in the Current column.

Prior Period Start

This date is generally set to the beginning of the year.

Use Line Shading

If you wish to use line shading to make long reports easier to read, check the Use Line Shading box.