PSFS Offering | Reports - Analysis Reports: How to run the Contribution Details Report

How to run the Contribution Details Report

  1. Go to the Analysis Reports page.
    • Using the Navigator Bar, select Reports → Analysis.
    • Using the Reports Card, select Analysis.
      1_Offering_Reports_Analysis_Contrib Details.jpg
  2. Select the Contribution Details report.
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  3. Select the fund or funds on which you wish to report. Then, 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.
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  4. On the Analysis Filters page: select from each of the filters then click Report Filters in the upper right or Next.
    • 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.
      4_Offering_Reports_Analysis_Contribution Details.jpg
  5. On the Report Filters page, 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.
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  6. Select between PDF and Excel for the report output:
    6_Offering_Report_Analysis_Contribution Details.jpg

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