How to generate an All Parishes Refund Shortfall 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 All Parishes Refund Shortfall 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.
Select the Remaining Periods that are left with the pledge. This can range from 12 periods to the final period.
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 All Parishes Refund Shortfall Report, refer to All Parishes Refund Shortfall Report Information