Fund Activity Report

Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

The Fund Activity report shows the payment activity and balances for selected funds during the date range specified in the report setup. Your organization's name and address appear in the header of the report.

The body of the report contains a list of funds matching your filter criteria. For each fund, the report provides the following information:

  • Number assigned to the fund
  • Description of the fund
  • Total invoiced amount
  • Total paid
  • Balance due

The report opens in the Report Viewer where you can view, save, and print the report.

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