Site Admin
Joined: 01 Aug 2007
Posts: 195
|
At this time of year, you may need to look at one person's contributions for the year to make sure everything is correct. You may be receiving calls questioning if you received a certain check or gift from a member.
You may need to export data to excel to run some statistical reports or pivot tables.
You may need to get a quick listing of pledgers to a certain account and where they stand with their pledges.
Be sure to take advantage of the options under the Listing Icon in Version 6 Contribution Manager! You can also find these options by clicking on the "Contribution Menu | Contribution Listing" or "Pledge | Pledge Listing". You will have the following options to choose from:
1. List Individuals' Contributions
2. List Individuals' Contribution Totals
3. List Families' Contribution Totals
4. List Individuals' Pledges
5. List Families' Pledge Totals
6. List Accounts' Totals
In these areas, you can narrow your search down using dates, names, envelope #s, accounts, or all of the above. You can also select the fields that appear on the report, including fields like address, age, etc. You can print these from here or even export the data into excel for additional statistical reports.
Tip: If any of these options are not available to you, have your Administrator check your security settings in the Administration Manager.
_________________
Melissa Lesser
Servant PC Resources Inc.
Help Desk Agent |
|
