The Status Report displays different information depending on which options are chosen.
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: 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:
The Options tab allows you to change the appearance and set the sort order for your report. Some items are based on which options are chosen.
- Click the Change Appearance? check box and then choose the Font Type, Size, and Percent.
- Report Format: Status of Goals, Apportionments
- Print Information: Detail, Summary, or Goals Only
- Choose the Sort Order: Name, Alternate ID, Conference Number Name, Area, Region, or 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?
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