PS Dio DDM - Parish Reports: How to generate a Revenue Projection Report

How to generate a Revenue Projection 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 Parish Roster 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 cityTo reverse the format, select the City, Organization Name option from the Organization Name Format list.

 

By default, the two sub-report options are selected, which means they will be included in the main report:

  • Show Non-Performing Pledges: shows the total amount pledged that was not included in the forecast due to non-payment.
  • Show Non-Forecastable Pledges: shows total amount pledged that cannot be included in the forecast due to insufficient data in the pledge records.

 

Once all selections have been made, choose from the following two options:

  • 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: Revenue Projection Report Information

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