How to generate a Periodic Report
Click on Diocesan Development, then click on Parish Reports.
From the Select a Fund menu, select the fund for which you want to produce the report.
From the Select a Report menu, select Periodic Report to display the report setup.
The default format for displaying the names of organizations in this report is name of organization followed by name of the city.
- To reverse the format, select the City, Organization Name option from the Organization Name Format list.
In the Select a Date section, click the calendar icon in both the Start Date and End Date fields and specify a date range for the report.
- Download PDF will save a PDF version of the report to your computer.
- Download CSV will save an excel version of the report to your computer.
For information related to what displays in the Periodic Report, refer to Periodic Report Information