How to create a contributions postings report for selected family workgroups and for selected funds
- Go to the Offering Module and click Reports.
- Under Category, click "Contributions."
- Under Report, click "Postings."
- Under Postings, select your funds. You may select one or multiple funds at once. If you want to have each fund shown separately, select one fund per report.
- In Membership Filters towards the bottom, select the specific family workgroup in the drop-down.
- You may specify a date range that covers the entirety of those funds.
- View or export the report to a CSV file.