About the Parish Reports Page

This dropdown list contains the names of your funds created for your organization. Select the fund for which you want to generate a report.

This dropdown list contains the names of parish reports you can generate. Select the desired report to display the setup options associated with it. 

The All Parishes Refund Shortfall details each parish’s goal amount, total pledged and paid, and any refund or shortfall (both anticipated and due).

Setup options:

• Organization Name Format: lets you specify the format for displaying names of organizations listed in the report. By default the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.
• End Date: 
• Remaining Periods:

The All Parishes Summary report summarizes parish-wide pledge activity, including the total pledge goal, amount of money pledged, and the total paid. The report also provides key pledge metrics so that you can understand the details behind the summaries. The report captures the number of participating families, number of pledges made, the average pledge amount, and a distribution of giving, to name a few.

Setup options:

• Organization Name Format: lets you specify the format for displaying names of organizations listed in the report. Select one: Organization Name, City (default) or City, Organization Name. 

• End Date:
• Remaining  Periods:

The Designation Details report is used to support multi-year campaigns. This report enables you view the distribution of pledge amounts (by dollar or by percentage) across all designations established for a given fund.

Setup options:

• Organization Name Format: lets you choose how you want the names of organizations listed in the report. Select one: Organization Name, City (default) or City, Organization Name.
• Details For:
• Choose an Option:
• End Date:
• Select One or More Organizations:

The Donor List report provides a list of donors to the selected fund. For each listed donor, the report provides the following details: the family name and address, amount pledged and paid, and the balance owed on the pledge.

Setup options:

• Organization Name Format: lets you choose how you want the names of organizations listed in the report. Select one: Organization, City (default) or City, Organization Name.
• End Date checkbox:
• Detail Sorting:
• Sort Direction:
• Select One or More Organizations:
  

The Parish Date Over Goal report enables you to find out which parishes in your organization exceeded their financial target or goal. The report provides the following information: goal amount, total amounts pledged and paid, and the date the parish exceeded the goal.

Setup options:

• Organization Name Format: lets you choose how you want the names of organizations listed in the report. Select one: Organization Name, City (default) or City, Organization Name. 
  
• Include Start Date checkbox: 
  
• End Date:
  
• Detail Sorting:
  
• Sort Direction:
  
• Select One or More Organizations:

The Parish Master report summarizes the financials for the selected funds and organizations. The report can serve as a useful accounting resource to support major fundraising activities, such as multi-year capital campaigns and annual appeals. You can quickly see a parish's goal and compare it with amounts pledged, examine pledge statistics, and view calculations for the anticipated refund or shortfall amount. You can obtain one report per parish that contains line-item details for each donor. 

Setup options:

• Remaining Periods:
• Select One or More Organizations:

The Parish Roster report lists all of the registered families in the selected organizations. The report includes the name and address of each family, the Family DUID, and preferred salutation.

Setup options:

• Organization Name Format: lets you choose how you want the names of organizations listed in the report. Select one: Organization Name, City (default) or City, Organization Name. 
  
• Select One or More Organizations:

The Periodic Report captures pledge and payment activity in summary form, one line per parish, for the date range you specify. This topic shows you how to set up and create a periodic report.

Setup options:

• Organization Name Format: lets you choose how you want the names of organizations listed in the report. Select one: Organization Name, City (default) or City, Organization Name.
• Start Date:
• End Date: