Status Reports

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

Filters

  1. 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 - Choose from the drop-down list.
    • Remittance Date: - Choose from the drop-down list.
      • Today
      • Last 7 Days
      • Month to Date
      • Year to Date
      • Previous Month
      • Specific
      • Less than or equal
      • Greater than or equal
      • Range

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.
    • Report Format:
      • Status of Goals
      • Apportionments
    • Print Information:
      • Detail
      • Summary
      • Goals Only
    • Sort Order:
      • Name, Alternate ID
      • Conference Number Name
      • Area
      • Region
      • District
      • Choose up to four sub sorts.
    • Page Break On First Sort?
    • Show Overpayment In Balance?
    • Include All Activities With Remittance Or Pledge?
    • Include Totals for Amounts Given Towards Goals?

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.

 

Updated

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