DM Reports - Diocese Reports: How to generate a Parish Batch Summary Report

How to generate a Parish Batch Summary Report

parish-batch-summary-smaller.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, click the arrow and select the fund. Finally, select the parish for which you want to run the report.
    Nav_Parish-Batch-Summary-allChoices.png
  3. 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.
      export_report.png
  4. For additional information on the Diocese Reports, click here.
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