The Statements report displays Activity, Annual Pledge, Monthly Pledge, Receipts To Date, Receipts This Month, Pledge Remaining, and % Paid. Sub-Activity amounts print below the Parent Activity, if any.
Filters
- Complete the following options as needed:
- 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 Pledged/Remitted:
- All: includes all churches in the Remittance application.
- Remitted or pledged: includes churches that remitted within the date range and churches with a pledge within 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 within the date range but have not remitted it.
- Not Remitted or Not Pledged: includes churches that have not remitted in the date range and churches that do not have a pledge in the date range.
- Begin Date: The date range entered in the Begin Date and End Date fields determines the transactions displayed in the Received This Month column.
- End Date
- Include Inactive Pledges?
- Include Giving Receipts Associated With Inactive Pledges?
Options
- Complete the following options as needed:
- Change Appearance?: select the checkbox to change the font type and size. A drop-down option controls the white space between columns by percentage.
- Statement Date
- None
- Email Statement
- Export as PDF Files: creates a .zip file when the Run Report is clicked, containing individual .pdf files for each statement.
- Print Church ID as
- Sort Order
- Footer Memo
Report
- Click Run Report to generate a preview. 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.
- Click Close Report to return to the dashboard.
Updated