How to Create a Pledge Statement Report
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How to Create a Pledge Statement Report

 IMPORTANT

Before a Pledge Statement report can be created, options that the make report content available must already be configured. If you need instructions for configuring report content, go to How to Configure Donor Report Content. Then, when ready to create a report, return to this procedure.

  1. On the Offering page, open the Donor Reports page.
  2. In the Donor Report dropdown list, select the Pledge Statement Report option.
  3. Set up the report. For descriptions of the setup options for the Pledge Statement report, go to Setup Options for the Pledge Statement Report.
  4. If desired, you can apply filters to determine what records to include in the report. To apply filters to a report, complete the following:
    1. Click this button in the upper-right corner:  (Configure). From the displayed menu, select this option: Filters. 
    2. The Report Filters window has two tabs: Include Payment Types and Other Filters. On each tab, select the filters you want to apply. For descriptions of the filters, go to Filter Options for Donor Reports.
    3. Click  to exit the window.
  5. Click this button to generate the report: . 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.
  6. 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.
  7. Follow your browser's instructions for opening the downloaded report.
 
Related Topics

About the Donor Reports Page

Filter Options for Donor Reports

How to Configure Donor Report Content

How the System Handles Long-Running Reports

 

 

 

© Offering Help v5.0.15 November 8, 2023 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.