DM Reports - Diocese Reports: How to generate a Revenue Projection Report

How to generate a Revenu Projection Report

Projection-Report-Screen_and_Results_3.png

  1. Navigate to the Diocese Reports page using one of the following pathways: 
    • On the Navigator Bar, expand Reports (click the down-arrow), then select Diocese.
    • Or, select the Parish page link listed on the Reports Card.
      Izzy_Pages-Pane_Reports-Card_Dio-Page-Links.png
  2. From the drop-down option, select the Report. Then, in the Fund field, begin to type in the name of the fund.
    Select-Projection-Report_Select-Fund.png
  3. There are two sub-report options which, if checked, will be included in your 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 the total amount pledged that cannot be included in the forecast due to insufficient data in the pledge records.
      DDM_Sub_Report_Options.jpg
  4. Once all selections have been made, use the export action button (top right) then choose from the following two options:
    • PDF will save a PDF version of the report to your computer. 
    • Excel will save a CSV file of the report to your computer.
      DDM_Export_Report.jpg
  5. For additional information on the diocese reports, click here.
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