How to add a report for a specific fund to the Parish Reports options
Which Parish Reports are available for each fund are defined on the Funds page.
- To add a report to the ParishSOFT report options, go to the Funds page:
- Select Funds from the Navigator Bar
-or- - Select the Go to Funds page link listed on the Funds Card.
- Select Funds from the Navigator Bar
- Find and select the fund. See How to search for a fund.
- Click the Parish Reports tab.
- The reports grid will display on the Fund Permissions page showing:
- Who currently has permission to run which report for this fund
- The custom name for the report.
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To edit the permissions or the custom name, click the pencil button to the left of the report.
- Mark the box under each category of user (DM Admin, DM User, Parish) for whom you would like to make this report available.
- If you want to give the report a custom name, click into the custom name field and update the text.
- Once you have completed making changes, click the save button displayed to the right of the report custom name.
Updated