Conference Summary Report

The Conference Summary Report displays the Activity, Apportionment Annually, Apportionment Monthly, Receipts Annually, Receipts This Month, Remittance Amount, and %Paid.

Filters

  1. Complete the following options as needed.
    • Begin Date
    • End Date
    • Area
    • Region
    • District
    • Activities To Include:
      • Print all activities
      • Print activities with pledges or balances
    • Include Negative Balances? - Checking this box includes all remittance on the report, even remittance that overpaid a pledge.
    • Include Inactive Pledges?

Options

  1. Complete the following options as needed.
    • Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
    • Banded Rows?
    • Statement Date
    • Show?
      • Area Totals?
      • Region Totals?
      • District Totals?

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 of your report preferences to their default values if needed. 
  2. Click the Close Report button to return to the dashboard.

 

 

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