PSFS Offering - Reports: How to create a Three Year Summary Report

How to create a Three Year Summary Report

  1. Go to Offering → Reports
    Offering_Reports2.png
  2. On the left side of the screen, under Category, select Contributions; Under Report select 3 Year Summary.
    Offering_Reports_Category_Report.png

  3. On the right side of the screen, select individual funds by marking the box to the left of each, or to select all, click the "Description" check box, then click the "Select all (x) records."
    Select_funds_or_all.png
    and go to the next page to filter the report further.

    On the Filters screen:
  1. Enter the Beginning Year (the Ending Year will fill in).
  2. Under Membership Filters, choose your Family Registration and Family Group selections, and/or choose your Family Workgroups.
  3. Click, View Report.
    Choose_Filters.png



 

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