The Statements report displays the Activity, Annual Pledge, Monthly Pledge, Receipts To Date, Receipts This Month, Pledge Remaining, and %Paid.
This Section Includes:
Preferences allows you to filter and set options for your report.
Filters allow you to reduce the number of entries that appear on the report. Select from the following fields to filter your report.
•Churches To Print:
•Area: Choose from the drop-down list.
•Region: Choose from the drop-down list.
•District: Choose from the drop-down list.
•Activities To Print: Print all activities or Print on activities with pledges or payments
•Print Pledged/Remitted: Choose from the drop-down list:
All - Includes all churches in the Remittance application.
Remitted or Pledged - Includes churches that remitted in the date range and includes churches that have a pledge in the date range.
NOTE: This is the most common choice.
Remitted all - Includes churches that remitted in the date range
Remitted only - Includes churches that remitted in the date range, but do not have a pledge.
Pledged all - Includes churches that have a pledge in the date range.
Pledged only - Includes churches that have a pledge in the date range but have not remitted in the date range.
Not Remitted or Not Pledged - Includes churches that have not remitted in the date range and includes churches that do not have a pledge in the date range.
•Begin Date - The date range entered in the "Begin and End Date" fields determines the sum of transactions displayed under the "Received This Month" column.
•Include Inactive Pledges?
The Options tab allows you to change the appearance and set the sort order for your report.
•Click the Change Appearance? check box and then choose the Font Type, Size, and Percent.
•Choose the Statement Date.
•Click the Email Statements? check box if desired.
•Print Church Id as: Person Id or Alternate Id
Alternate Contact 1
Alternate Contact 2
Click the Run Report button to generate a preview of the report.
•Click the Clear Preferences link to reset all of your report preferences to their default values.
•Click the Close Report button to return to the dashboard.
The report displays on the Report Preview page. Refer to the Report Preview help page for more information.