The Statements report displays the Activity, Annual Pledge, Monthly Pledge, Receipts To Date, Receipts This Month, Pledge Remaining, and %Paid. Sub-Activity amounts print below the Parent Activity it they exist.
This Section Includes:
Report Preferences
Preferences allows you to filter and set options for your report.
Filters:
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.
- Activities To Print: Print all activities or Print on activities with pledges or payments
- Print Pledged/Remitted: Choose from the drop-down list:
- All - Includes all churches in the Remittance application.
- Remitted or Pledged - Includes churches that remitted in the date range and includes churches that have a pledge in 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 in the date range but have not remitted in the date range.
- Not Remitted or Not Pledged - Includes churches that have not remitted in the date range and includes churches that do not have a pledge in the date range.
- Begin Date - The date range entered in the "Begin and End Date" fields determines the sum of transactions displayed under the "Received This Month" column.
- End Date
- Include Inactive Pledges?
Options:
The Options tab allows you to change the appearance and set the sort order for your report.
- Click the Change Appearance? check box and then choose the Font Type, Size, and Percent.
- Statement Date
None
Email Statement
Send Statements without PDF Security? - Sends the statements without requiring the recipient to entering the last 4 digits of their church's phone number.
Senf Email to All Addresses On File? - Sends the statement to all email addresses on file for the church.
Email Message
Export as PDF Files - Selecting creates a .zip file when Run Report is chosen, which contains individual .pdf files for each statement.
- Print Church Id as: Person Id, Alternate Id, or Conference Number Name
- Sort Order:
- Church
- Alternate Contact 1
- Alternate Contact 2
- Footer Memo
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.
Updated