The Columnar Report displays different information depending on which options are chosen.
This Section Includes:
Double-click on a name or click the Edit icon to edit a pledge in the grid. You can also click the Add New Format link to add a new report. Click the Delete icon by a payment in the grid to be prompted to delete that payment. Click the Copy icon or click the Copy Formats button to create a duplicate copy of the report format. A duplicate of the report format with (copy) at the end of the name is created. You can then rename the report format, and make any other changes as needed.
Click the Add New Format to add a new report format.
Complete the following:
•Name: Enter a name for the report (e.g., 2019 Pledge and Giving).
There are three tabs on the page: General, Columns, and Sort.
Choose the information to include on the report by checking the box next to each item:
•Print City, State, Postal Code?
•Print Alternate ID?
•Print Record Id?
•Headings: Enter a description for a column heading (e.g., A = 2019 Pledge, B = 2019 Giving, C = 2019 Balance).
•Calculation Formula: Specify the columns used to calculate the sum (e.g., A-B).
•Get Values From: Giving or Pledge
•Check the box next to each Activity to be include in the totals.
Drag and drop items from the Unsorted Fields panel to the Sort Order panel and arrange how want the primary and sub-sorts.
Check the Page break on first sorted field? box if desired.
When finished click the Update button to save changes to the payment and return to the Payment Processing page, the Reset link to undo all changes since the last time the payment was updated, or the Cancel link to return to the Payment Processing page without saving your changes.
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.
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.
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.