Parish Reports Tab
In the fund record, the Parish Reports tab contains options that let you specify which groups of users can view and create parish reports.
Buttons
(Reorder List)By default, the reports on the Parish Reports page are listed in alphabetic order. Use this button to change the order to your preference.
To reorder reports, click the button and drag the name of the report to the desired location. Release the mouse button when the report is where you want it to appear in the list.
Click .png){kind=icon}
to edit the Custom Name field for a parish report. The name you specify appears in the header of the
report.
If you change the custom name of a parish report, click 
to save the new name.
Click 
to cancel the previous editing action. If you made no changes, click this button to exit Edit mode.
Fields in the Parish Reports Record
The list below provides information about each field on Permissions tab. Refer to this list when editing parish report permissions for a staff user.
Click the arrowhead next to the field's name to expand it and view its description.
Name of the parish report. For descriptions of the reports, go to About the Parish Reports Page.
DM Admin AccessDM Admin Access
This checkbox control determines whether users with the Development Admin access permission enabled in their staff records can view and create parish reports. Select the checkbox to enable the permission.
This checkbox control determines whether users with the Development User access permission enabled in their staff records can view and create parish reports. Select the checkbox to enable the permission.
Parish User AccessParish User Access
This checkbox control determines whether users with the Parish DDM access permission enabled in their staff records can view and create parish reports. Select the checkbox to enable the permission.
Enter a custom name for a parish report in this field. The name you specify is displayed in the report header.
For example, you can change the custom name of the All Parishes Refund Shortfall report to "Shortfall Report." After you save the change, "Shortfall Report" appears in the All Parishes Refund Shortfall report header.