DM Reports - Parish Reports: How to generate a Designations Details Report

How to generate a Designations Details Report



  1. Navigate to the Parish Reports page using one of the following pathways: 
    • On the Navigator Bar, expand Reports (click the down-arrow), then select Parish.
    • Or, select the Parish page link listed on the Reports Card.
  2. From the drop-down options, select the Fund, then Designations Details.
  3. The default format for displaying the names of organizations in this report is the name of the organization followed by the name of the city. To reverse the format, select the City, Organization Name option from the Organization Name Format list.
  4. Select the category for which you would like the details, Pledged or Paid.
    • The menu provides an option to show dollar amounts or percentages within the report.
    • In the Select Date section, click the calendar icon in the End Date field.
    • From the Organization menu, select the organizations you want to include in the report. To select, click the checkbox next to the desired organization(s). DDM_Sel_1_or_More_Orgs_List.jpg
    • To view all organizations in the report, click the checkbox next to the organization header. DDM_Sel_One_or_more_orgs.jpg
    • Reports can be generated in two ways using the export button at the top right of the Parish Reports window.
      • 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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