Columnar Report

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

This Section Includes:

• Columnar Report Grid
• Add New Format
• Run Report(s)

Columnar Report Grid

1. Double-click on a name or click the Edit icon to edit a pledge in the grid.
2. You can also click the Add New Format link to add a new report.
3. Click the Delete icon by a payment in the grid to be prompted to delete that payment.
4. Click the Copy icon or click the Copy Formats button to create a duplicate copy of the report format. A duplicate of the report format with (copy) at the end of the name is created. You can then rename the report format, and make any other changes as needed.

Add New Format

1. Click the Add New Format to add a new report format.
2. Enter a Name for the report (e.g., 2019 Pledge and Giving).

There are three tabs on the page: General, Columns, and Sort.

General Tab

1. Choose the information to include on the report by checking the box next to each item:

• • Print Name?
  • Print Address?
  • Print City, State, Postal Code?
  • Print EIN?
  • Print Alternate ID?
  • Conference Number Name?
  • Print Record Id?
  • Print Area?
  • Print Region?
  • Print District?

Columns Tab

1. Complete the following options as needed.

• • Heading - Enter a description for a column Heading (e.g., A = 2019 Pledge, B = 2019 Giving, C = 2019 Balance).
  • Calculation Formula - Specify the columns used to calculate the sum (e.g., A-B).
  • Get Values From:
    • Giving
    • Pledge
  • Beginning Date
  • Ending Date
  • Activity - Check the box next to each Activity to be include in the totals.

Sort Tab

1. Drag and drop items from the Unsorted Fields panel to the Sort Order panel and arrange how want the primary and sub-sorts.

• • Page break on first sorted field?

1. When finished click the Update button to save changes to the payment and return to the Payment Processing page, the Reset link to undo all changes since the last time the payment was updated, or the Cancel link to return to the Payment Processing page without saving your changes.

Run Report(s)

Preferences allows you to filter and set options for your report.

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.

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

1. 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 February 27, 2025 17:22