IMP PRJ DDM: Viewing DDM Self Service Reports

 

Diocesan Development Manager Parish Self Service Reports 

Accessing ParishSOFT Family Suite

From your web browser enter the URL for your arch/diocesan ParishSOFT Family Suite site. 

Enter the User Name and Password supplied by your Diocesan ParishSOFT administrator. If you already use ParishSOFT Family Suite for your parish, you will use the same User Name and password. (Please do NOT select the New User option on the page.)  

Viewing Self Service Reports from ParishSOFT Family Suite

Once you have successfully logged into ParishSOFT Family Suite:

  1. Select the Diocesan Development tab
  2. From the Parish Reports tab, Select a Fund
  3. Select a Report
  4. Depending on the report selected you may need to select your parish under Organization. You will see ALL the parishes that you have permission to view the reports for. Even if you only see one parish please click on the parish name.
  5. Select Date if applicable to the report.
  6. Then select Download PDF
    • If you wish to open the report in an Excel format select Download CSV

                

You will be prompted to Open or Save the downloaded file.  Follow the prompts of your browser to open or save the file to your desired location.

 

3767 Ranchero Drive, Suite 100 | Ann Arbor, MI 48108 | Toll Free 866.930.4774 | Fax 734.205.1011
www.parishsoft.com

 

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