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

How to generate a Parish Summary Report

Parish-Summary2.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.
    Select-Parish_Summary_Report_Select-Fund_SHRUNK.png
  3. Mark the next option if you want the summary report to be grouped by region.
    Group_by_region.png
  4. Select the one, several, or all parishes.
    Select_one_or_all_organizaitons.png
  5. 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
  6. For additional information on the diocese reports, click here.

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