Columnar Report

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

 

Columnar Report Grid

  1. Double-click a name or click the Edit icon to edit a pledge in the grid.
  2. Click the Add New Format link to add a new report.
  3. Click the Delete icon for a payment in the grid to delete it.
  4. Click the Copy icon or the Copy Formats button to create a duplicate copy of the report format. A duplicate is created with "(copy)" appended to the name. You can then rename the report format and make any other necessary changes.

 

Add New Format

  1. Click Add New Format to add a new report format.
  2. Enter a Name for the report (for example, 2019 Pledge and Giving).

There are three tabs on the page: General, Columns, and Sort.

General Tab

Choose the information to include in the report by checking the box next to each item.

  1. Print Name?
  2. Print Address?
  3. Print City, State, Postal Code?
  4. Print EIN?
  5. Print Alternate ID?
  6. Conference Number Name?
  7. Print Record ID?
  8. Print Area?
  9. Print Region?
  10. Print District?

Columns Tab

Complete the following options as needed.

  1. Heading: Enter a description for a column heading (for example, A = 2019 Pledge, B = 2019 Giving, C = 2019 Balance).
  2. Calculation Formula: Specify the columns used to calculate the sum (for example, A-B).
  3. Get Values From:
    • Giving
    • Pledge
  4. Beginning Date
  5. Ending Date
  6. Activity: Check the box next to each activity to be included in the totals.

Sort Tab

  1. Drag and drop items from the Unsorted Fields panel to the Sort Order panel and arrange the primary and sub-sorts as needed.
  2. Page break on the first sorted field?
  3. When finished, click the Update button to save changes and return to the Payment Processing page, the Reset link to undo all changes since the last update, or the Cancel link to return to the Payment Processing page without saving.

 

Run Report(s)

Preferences let you filter and configure your report.

Filters

Complete the following filters as needed.

  1. Churches To Print
  2. Area: Choose from the dropdown list.
  3. Region: Choose from the dropdown list.
  4. District: Choose from the dropdown list.

Options

Complete the following options as needed.

  1. Change Appearance?: Check the box to change the font type and size. A dropdown is also available to control the white space between columns by a percentage.

Report

  1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all report preferences to their default values if needed.
  2. Click the Close Report button to return to the dashboard.

Updated

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