PS Dio DDM - Parish Reports: How to generate a Designations Details Report

How to generate a Designations Details 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 Designations Details 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 city.

  • To reverse the format, select the City, Organization Name option from the Organization Name Format list.

From the Organization menu, select the organizations you want to include in the report. To select. press and hold the Ctrl key while selecting the desired organizations. After selecting all of the organizations you want to include in the report, release the Ctrl key.

To view all organizations in the report, click Select All Organizations.

In the Select Date section, click the calendar icon in the End Date fields and specify a date range for the report if necessary.

  • 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 Designations Details Report, refer to:

Designations Details (Pledged) Report Information 

or

Designations Details (Paid) Report Information 

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