DM Reports - Diocese Report: How to generate a Pledge Adjustment Report

How to generate a Pledge Adjustment Report

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  1. Navigate to the Diocese Reports page using one of the following pathways: 
    • On the Navigator Bar, expand Reports (click the down-arrow), then select Diocese.
      -Or-
    • Select the Diocese page link listed on the Reports Card.
      Izzy_Pages-Pane_Reports-Card_Dio-Page-Links.png
  2. Select the Pledge Adjustments Report and then the Fund. Enter the date range you want the report to cover.
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  3. 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.
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  4. For additional information on the diocese reports, click here.

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