Contents
- Index
Reports/Graphs
Donations by date for one or all donors with donations
grouped by day, week, month, quarter or year
Donations by donor showing them sorted by donor number, envelope
number, the order entered in or donation amount.
Quarterly statements summarizing a donor's donations.
Creating a PDF of each statement.
Emailing a PDF of each statement.
Memorizing the settings for a report.
Bar graph of the # of donors per donation range.
Setting up headers/footers for reports.
Bank deposit report.
Whenever a report is shown, you can search for some text on the screen by going to the View menu and choosing Find... Type what to search for and you will see the first match. (You can also press ctrl+F on the keyboard to do this.) To find the next match, go to View then Find Next or press ctrl+F on the keyboard.
To find out how to print a report or graph, or save to a text file click here.
When showing certain reports you will see a donor's name or a date underlined and in blue. This means you can click on it to edit the donations that correspond with that item on the report.
Here are the reports where this works:
Donations by Date showing the total on each date: click on the date to enter/edit the donations on that date.
Donations by Date for one donor or several with one donor per page: click on the date to enter/edit the donation for that donor.
Donations by Date with a checkmark on Each donation for all donors: click on the date to enter/edit the donation for that donor.
Donations by Donor for one day: click on the donor's name to enter/edit the donation for that donor.