PSFS Offering - Reports: How to generate a report which gives a summary of giving to each fund over a date range

How to generate a report which gives a summary of giving to each fund over a date range

Go to Offering tab → Reports.

  1. Under Select Report, Category, choose Contributions; and under Report choose Postings.
  2. Select the fund(s). To select all, check the box to the left of "Fund#" and then the link to "Select all # records" will display. Click that link.
  3. Select your date range.
  4. Click the checkbox for "Fund Summary."
  5. Set your membership and sorting choices.
  6. Click View Report.
    Offering_Reports.png

 

 

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