Login  |  Navigation  |  Tutorials & Videos  |  Security Setup  |  Utilities  |  Applications  |  Resources

Applications > Remittance > Reports > Status Reports

 

 

 

 

Status Reports


The Status Report displays different information depending on which options are chosen.

This Section Includes:

          Report Preferences

 

Report Preferences

 

Preferences allows you to filter and set options for your report.

 

Filters:

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: Choose from the drop-down list.

Remittance Date: Choose from the drop-down list.

Today

Last 7 Days

Month to Date

Year to Date

Previous Month

Specific

Less than or equal

Greater than or equal

Range

 

Options:

The Options tab allows you to change the appearance and set the sort order for your report.  Some items are based on which options are chosen.

Click the Change Appearance? check box and then choose the Font Type, Size, and Percent.

Report Format: Status of Goals, Apportionments

Print Information: Detail, Summary, or Goals Only

Choose the Sort Order:  Name, Alternate ID, Area, Region, or District

Choose up to four sub sorts.

Page Break On First Sort?

Show Overpayment In Balance?

Include All Activities With Remittance Or Pledge?

Include Totals for Amounts Given Towards Goals?

 

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.