The Revenue Projection Report in ParishSOFT helps forecast giving trends by analyzing pledged and received contributions across selected funds. This guide walks you through selecting report options, customizing organization name formats, and exporting results in PDF or CSV for stewardship planning and financial review.

Parish Revenue Projection Report

1. Navigate to the Offering module:
   • Use the Navigator Bar to select Reports → Analysis.
   • Use the Reports Card to select Analysis.
2. Select the Revenue Projection report.
   
3. Select the fund or funds on which you wish to report: 
4. Click Analysis Filters in the center top of the screen, or click Next in the lower-left corner of the page to display the Analysis Filters page.
5. On the Analysis Filters screen, select from each of the filters:
   • Select the Family Registration status: Both, Yes, No
   • Select the Family Workgroup if this applies, or leave it blank to select all.
   • Select one or more Family Groups.
     
6. Select the month for which to run the report.
7. There are two optional sub-report options which, if checked, will be included in your report:
   • Show Non-Performing Pledges: shows the total amount pledged that was not included in the forecast due to non-payment.
   • Show Non-Forecastable Pledges: shows the total amount pledged that cannot be included in the forecast due to insufficient data in the pledge records.
8. Select Next or click on the Report Filters page to move on. Fill out each field to narrow down the results to the records that you would like to analyze.
   • When ready, click the Run Report link at the bottom left.
     
9. Select between PDF and Excel for the report output. 
   
   • Image of the PDF version
     
      
   • Image of the Excel Version

Diocesan Revenue Projection Report

Diocesan Users will see a slightly different screen than Parishes.

• Unlike Parishes, the Diocesan Revenue report is run only for a single fund
• Can not be filtered by Registration Status or Family Workgroups.

1. Navigate to the Offering module:
   • Use the Navigator Bar to select Reports → Diocese.
   • Use the Reports Card to select Diocese.
2. Select the Revenue Projection report from the drop-down.
3. In the Fund field, begin typing the fund name or select it from the drop-down list.
4. Select the month for which to run the report.
5. There are two optional sub-report options which, if checked, will be included in your report:
   • Show Non-Performing Pledges: shows the total amount pledged that was not included in the forecast due to non-payment.
   • Show Non-Forecastable Pledges: shows the total amount pledged that cannot be included in the forecast due to insufficient data in the pledge records.
6. Once all selections have been made, use the export action button (top right) then choose from the following two options:
   • PDF will save a PDF version of the report to your computer. 
   • Excel will save a CSV file of the report to your computer.

Updated October 13, 2025 17:47