CNFS Offering - Reports: Sort Options for the Contribution Posting Report

Sort Options for the Contribution Postings Report

The sort options in the setup for the Contributions Postings report give you more control over how information in the report is organized and presented. This topic describes the sort options you can select.


By default, the primary sort is on the Date Descending column. The secondary sort is on the Family Name Ascending column.

To change the primary sort criteria, simply select the desired option from the Contributions dropdown list. After you select an option, the system uses your selection for the primary default and the Date Descending column for the secondary sort. Any future reports you generate continue to use the new default option as the primary one until you change it.

 

Sort Option

Description

Amount Ascending

Sorts contribution amounts in order from lowest to highest.

Amount Descending

Sorts contribution amounts in order from highest to lowest.

Batch Description Ascending

Sorts batch descriptions in order from A to Z.

Check # Ascending

Sorts check numbers in order from lowest to highest.     

Check # Descending          

Sorts check numbers in order from highest to lowest.

Date Ascending

Sorts dates in order from least recent to most recent.     

Date Descending (default first-level sort)

Sorts dates in order from most recent to least recent.         

Envelope # Ascending

Sorts envelope numbers in order from lowest to highest.

Envelope # Descending

Sorts envelope numbers in order from highest to lowest.        

Family Name Ascending (default second-level sort)

Sorts family names in order from A to Z.        

Family Name Descending

Sorts fund names in order from Z to A.        

Fund Name Ascending

Sorts fund names in order from A to Z.        

Fund Name Descending

Sorts fund names in order from Z to A.         

Pledge ID Ascending

Sorts pledge numbers in order from lowest to highest.         

Pledge ID Descending

Sorts pledge numbers in order from highest to lowest.

 

Related Topics

How to Create a Report of Contributions Posted to Specific Funds

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