How to Create a Revenue Projection Report
The Revenue Projection report is used to support multi-year campaigns. The report shows month-by-month and year-by-year cash flow projections and sums those amounts for each fiscal year within a projected six-year period. You can see cash amounts already received and the total amount pledged for the entire campaign.
- In the Navigation Bar, select Reports. In the Reports group, select Diocese to open the Diocese Reports page.
- In the Select a Report dropdown list, select the Revenue Projection option.
- Set up the report. For descriptions of the options used to set up the report, go to Setup Options for the Revenue Projection Report.
- In the upper-right corner, click this button to generate the report:
(Export). From the menu, select the report format:
- Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in an .xls layout. Choose this option if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel.
- PDF: the PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the .xls version and is a more suitable option when you need a document that is easily read.
- After you submit a report for processing, the system estimates the time it takes to generate the report. For information on how the system handles report processing, go to How the System Handles Long-Running Reports.
- Follow your browser's instructions for opening the downloaded report.
Related Topics
About the Diocese Reports Page
How the System Handles Long-Running Reports