The Parish reports are designed to help parishes stay up to date with their participation in diocesan-wide campaigns. These self-service reports let you generate up-to-date reports anytime during a campaign or appeal. The reports can only be accessed only by staff that have ParishSOFT DDM permission and Development User or Development Admin permission.

The All Parishes Refund Shortfall report shows each parish’s goal amount, total pledged and paid, and any refund or shortfall (both anticipated and due). 

To view setup options, go to Setup Options for the All Parishes Refund Shortfall Report.

The All Parishes Summary report summarizes parish-wide pledge activity, including the total pledge goal, amount of money pledged, and the total paid. The report also provides key pledge metrics so that you can understand the details behind the summaries. The report captures the number of participating families, number of pledges made, the average pledge amount, and a distribution of giving, to name a few.

To view setup options, go to Setup Options for the All Parishes Summary Report.

The All Parishes Summary (with groups) report summarizes pledge activity by the goal groups defined for a fund. For each organization within a goal group, the report provides key pledge metrics, including the pledge goal amount, the actual dollar amount of pledge money received (as of the date selected in the report setup), and a percentage value that lets you know how much of the pledge goal has been achieved. For each defined goal group, the report also shows a total for these (and other) metrics.

To view setup options, go to Setup Options for the All Parishes Summary (with groups) Report.

The All Parish Summary: One-Time Gifts report is a modified version of the All Parishes Summary report that breaks out data for one-time gifts (pledges with a One-Time frequency value). The list below summarizes the differences between the two reports.

Important: By default, the All Parish Summary One-Time Gifts report does not appear as an option on the Parish Reports menu. If you want to view a fund's one-time gift data, you must first add the report to the list of parish reports in the fund's setup. After you add the fund, the report appears as an option on the Parish Reports menu. For step-by-step instructions on running this report, go to Create an All Parish Summary One-Time Gifts Report.

Summary Page Column 1:

• Goal: no change.
• Total Pledged: no change.
• Pledges Paid: sum of
  • Contributions made to pledges with a pledge balance >/= $0.00.
  • Total amount of pledges with a pledge balance < $0.00.
• Unpaid Pledges: no change.
• Unpledged Gifts: sum of balances of pledges with a pledge balance < 0 x -1.
• Total Paid: sum of all contribution amounts (equals pledges paid + one-time gifts).

Summary Page Column 2:

• Families: no change.
• Donors: total number of families with pledges (equals pledges + one-time gifts).
• Pledges: count of pledges with a pledge total amount > $0.00.
• Unpledged Gifts: count of pledges with a pledge total amount = $0.00.
• Pledges Outstanding: count of pledges with a pledge balance > $0.00.
• Average Pledge: average amount of pledges with total amount > $0.00.

Parish List:

• Goal: no change.
• Total Pledged: no change.
• Pledges Paid: sum of
  • Contribution amounts made to pledges with a balance >/= $0.00.
  • Total amount of pledges with a pledge balance <$0.00.
• One-Time Gifts: same as the Overpayment column.
• Total Paid: no change.
• Unpaid Pledges: no change.
• # of Families: no change.
• # of Donors: same as # of Pledges column.
• # of Pledges: count of pledges with a total amount > $0.00.
• Average Pledge: average amount of pledges with total amount > $0.00.

To view setup options, go to Setup Options for the All Parishes Summary: One-Time Gifts Report.

The Contribution Details report enables parish staff to view details of contributions made to the selected fund on behalf of their parish.

To view setup options, go to Setup Options for the Contribution Details Report.

The Designation Details report provides information that can help with an analysis of a campaign's fundraising efforts. The report breaks down contributions or pledges according to the designations specified in the fund setup. Designations are the means by which givers earmark all or part of a gift to a specific cause or project, such Catholic school education, community food bank support, and hurricane relief efforts. 

To view setup options, go to Setup Options for the Designation Details Report.

The Donor List report provides a list of donors to the selected fund. For each listed donor, the report provides the following details: the family name and address, amount pledged and paid, and the balance owed on the pledge.

To view setup options, go to Setup Options for the Donor List Report.

The Parish Date Over Goal report enables you to find out which parishes in your organization exceeded their financial target or goal. The report provides the following information: goal amount, total amounts pledged and paid, and the date the parish exceeded the goal.

To view setup options, go to Setup Options for the Parish Date Over Goal Report.

The Parish Master report summarizes the financials for the selected funds and organizations. The report can serve as a useful accounting resource to support major fundraising activities, such as multi-year capital campaigns and annual appeals. You can quickly see a parish's goal and compare it with amounts pledged, examine pledge statistics, and view calculations for the anticipated refund or shortfall amount. You can obtain one report per parish that contains line-item details for each donor. 

To view setup options, go to Setup Options for the Parish Master Report.

The Parish Master Report: One-Time Gifts is a modified version of the Parish Master report that breaks out data for one-time gifts (pledges with a One-Time frequency value). The list below summarizes the differences between the two reports.

Important: By default, the Parish Master Report: One-Time Gifts does not appear as an option on the Parish Reports menu. If you want to view a fund's one-time gift data, you must first add the report to the list of parish reports in the fund's setup. After you add the fund, the report appears as an option on the Parish Reports menu. For step-by-step instructions on running this report, go to How to Create a Parish Master Report: One-Time Gifts.

Summary Page Column 1:

• Goal: no change.
• Total Pledged: no change.
• Pledges Paid: sum of
  • Contributions made to pledges with a pledge balance >/= $0.00.
  • Total amount of pledges with a pledge balance < $0.00.
• Unpaid Pledges: no change.
• Unpledged Gifts: equal to overpayments.
• Total Paid: sum of all contribution amounts (equals pledges paid + one-time gifts).

Summary Page Column 2:

• Families: no change.
• Donors: total number of families with pledges (equals pledges + one-time gifts).
• Pledges: count of pledges with a pledge total amount > $0.00.
• Unpledged Gifts: count of pledges with a pledge total amount = $0.00.
• Pledges Outstanding: count of pledges with a pledge balance > $0.00.
• Average Pledge: average total amount of pledges with a total amount > $0.00.

Giver List:

Overpayment column: changed to One-Time. No change in calculation. If the One-Time column has an entry, the Balance column contains no value (is blank).

To view setup options, go to Setup Options for the Parish Master One-Time Gifts Report.

The Parish Roster report lists all of the registered families in the selected organizations. The report includes the name and address of each family, the Family DUID, and preferred salutation.

To view setup options, go to Setup Options for the Parish Roster Report.

The Periodic Report captures pledge and payment activity in summary form, one line per parish, for the date range you specify. This topic shows you how to set up and create a periodic report.

To view setup options, go to Setup Options for the Periodic Report.

The Pledge Details report enables parish staff to view details of pledges made on behalf of their parish to a selected fund on behalf of their parish. 

To view setup options, go to Setup Options for the Pledge Details Report.

The Pledges Past Due report enables you to view a list of families and members who have missed at least one payment or have not paid the expected pledge amount.

To view setup options, go to Setup Options for the Pledges Past Due Report.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Specify an end date for the report. You can type a date directly into the field or click and select a date from the displayed calendar.

Filter the report by the remaining periods that are left for pledges to include in the report. Select one. Choices range from None (Final Report) to 12.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Specify an end date for the report. You can type a date directly into the field or click and select a date from the displayed calendar.

Filter the report by the remaining periods that are left for pledges to include in the report. Select one. Choices range from None (Final Report) to 12.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Specify an end date for the report. You can type a date directly into the field or click and select a date from the displayed calendar.

Filter the report by the remaining periods that are left for pledges to include in the report. Select one. Choices range from None (Final Report) to 12.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Select one of these options:

• Pledged: the report shows the distribution of amounts pledged by designation.
• Paid: the report shows the distribution of cash received by designation.

Select one:

• Dollars: shows the distribution of pledge amounts in dollars.
• Percentage: shows the distribution of pledge amounts as a percentage value.

Specify an end date for the report. You can type a date directly into the field or click and select a date from the displayed calendar.

The report includes pledges to the fund up to and including the end date you specify.

Let's you filter the pledge data by organization. In the dropdown list, select the checkbox next to each organization you want to include in the report. Only the organizations you have permission to access appear in the list.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Select the checkbox to activate the Start Date field below. After you activate the field, you can specify a start date for the report (see next item in this list).

To activate this field, you must first select the Start Date checkbox (see previous entry in this list).

Specify a start date for pledges and contributions to include in the report. You can type a date directly into the field or click and select a date from the displayed calendar. To specify a date range, enter a value in the Start Date and End Date fields.

The report shows pledges and contributions with posting dates on or after the start date you specify.

Select the checkbox to activate the End Date field below. After you activate the field, you can specify an end date for the report (see next item in this list).

To activate this field, you must first select the End Date checkbox (see previous entry in this list).

Specify an end date for the report. You can type a date directly into the field or click and select a date from the displayed calendar.

The report shows pledges and contributions with posting dates on or before the end date you specify.

This option is used to group the information. Select one:

• None: the information in the report is not grouped by parish.
• By Parish: the information in the report is grouped by parish.

If you selected to sort by parish (see Detail Sorting option above), specify the direction of the sort as one of the following:

• Ascending: sorts the parishes in alphabetic order from A to Z.
• Descending: sorts the parishes in alphabetic order from Z to A.

Filter the report by the remaining periods that are left for pledges to include in the report. Select one. Choices range from None (Final Report) to 12.

Let's you filter the donors by organizations. In the dropdown list, select the checkbox next to each organization that contains the donors you want to include in the report. Only the organizations you have permission to access appear in the list.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Select the checkbox to activate the Start Date field below. After you activate the field, you can specify a start date for the report (see next item in this list).

To activate this field, you must first select the Start Date checkbox (see previous entry in this list).

Specify a start date for pledges and contributions to include in the report. You can type a date directly into the field or click and select a date from the displayed calendar. To specify a date range, enter a value in the Start Date and End Date fields.

The report shows pledges and contributions with posting dates on or after the start date you specify.

Select the checkbox to activate the End Date field below. After you activate the field, you can specify an end date for the report (see next item in this list).

To activate this field, you must first select the End Date checkbox (see previous entry in this list).

Specify an end date for the report. You can type a date directly into the field or click and select a date from the displayed calendar.

The report shows pledges and contributions with posting dates on or before the end date you specify.

This option is used to group the information. Select one:

• None: the information in the report is not grouped by parish.
• By Parish: the information in the report is grouped by parish.

Let's you filter the data by organization. In the dropdown list, select the checkbox next to each organization that contains the givers you want to include in the report. Only the organizations you have permission to access appear in the list.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Provides line-item detail associated with the refund checks issued by the diocese to the parish. The detail can serve as a useful accounting resource to support major fundraising activities, such as multi-year capital campaigns and annual appeals.

Includes the names of givers to the selected fund with giving details (for example, the amount pledged, payment frequency, amount paid, and balance owed).

Includes the names of individuals who have not yet given to the selected fund.

Select the checkbox to activate the Start Date field below. After you activate the field, you can specify a start date for the report (see next item in this list).

To activate this field, you must first select the Start Date checkbox (see previous entry in this list).

Specify a start date for pledges and contributions to include in the report. You can type a date directly into the field or click and select a date from the displayed calendar. To specify a date range, enter a value in the Start Date and End Date fields.

The report shows pledges and contributions with posting dates on or after the start date you specify.

Select the checkbox to activate the End Date field below. After you activate the field, you can specify a start date for the report (see next item in this list).

To activate this field, you must first select the End Date checkbox (see previous entry in this list).

Specify an end date for the report. You can type a date directly into the field or click and select a date from the displayed calendar.

The report shows pledges and contributions with posting dates on or before the end date you specify.

Filter the report by the remaining periods that are left for pledges to include in the report. Select one. Choices range from None (Final Report) to 12.

Includes sustaining donations to the selected fund. Sustaining gifts are considered "forever gifts" that never expire. Givers commit to donating a specific amount on a recurring basis, for example, monthly, quarterly, or biannually—with no end date.

Let's you filter the donors by organizations. In the dropdown list, select the checkbox next to each organization that contains the donors you want to include in the report. Only the organizations you have permission to access appear in the list.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Includes the names of givers to the selected fund with giving details (for example, the amount pledged, payment frequency, amount paid, and balance owed).

Includes the names of individuals who have not yet given to the selected fund.

Select the checkbox to activate the Start Date field below. After you activate the field, you can specify a start date for the report (see next item in this list).

To activate this field, you must first select the Start Date checkbox (see previous entry in this list).

Specify a start date for pledges and contributions to include in the report. You can type a date directly into the field or click and select a date from the displayed calendar. To specify a date range, enter a value in the Start Date and End Date fields.

The report shows pledges and contributions with posting dates on or after the start date you specify.

Select the checkbox to activate the End Date field below. After you activate the field, you can specify a start date for the report (see next item in this list).

To activate this field, you must first select the End Date checkbox (see previous entry in this list).

Specify an end date for the report. You can type a date directly into the field or click and select a date from the displayed calendar.

The report shows pledges and contributions with posting dates on or before the end date you specify.

Filter the report by the remaining periods that are left for pledges to include in the report. Select one. Choices range from None (Final Report) to 12.

Let's you filter the donors by organizations. In the dropdown list, select the checkbox next to each organization that contains the donors you want to include in the report. Only the organizations you have permission to access appear in the list.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Let's you filter the donors by organizations. In the dropdown list, select the checkbox next to each organization that contains the donors you want to include in the report. Only the organizations you have permission to access appear in the list.

Let's you specify the format for displaying names of organizations listed in the report. By default, the report shows the organization name as follows: Organization Name, City. You can reverse the order and display the name in this order: City, Organization Name.

Start Date *

Specify an end date for the report. You can type a date directly into the field or click and select a date from the displayed calendar.

The report shows pledges and contributions with posting dates on or before the end date you specify.

Select an option for the type of overdue pledges to include in the report:

• Family: includes past due pledges for families only.
• Member: includes past due pledges for members only.
• Both (family and member): past due pledges for families and members. 

Type a date into the field or click and select a date from the displayed calendar. The report will show pledges that are past due as of the date you enter.

Sets the beginning date of the date range for contributions to include in the report. 

You can type a date directly into the field or click and select a date from the displayed calendar. To specify a date range, enter a value in the From and To date fields.

Sets the ending date of the date range for contributions to include in the report.

You can type a date directly into the field or click and select a date from the displayed calendar. To specify a date range, enter a value in the From and To date fields.

If you want to view contribution details for a specific family, click and use the search function to locate the family.

If you want to view contribution details for a specific member, click and use the search function to locate the member.

Let's you filter the report by the method used to bring pledges into your system, for example, ParishSOFT Giving. In the dropdown list, select one of the source options.

Select the checkbox to include tax-deductible contributions only in the report.

Let's you filter the donors by organizations. In the dropdown list, select the checkbox next to each organization that contains the donors you want to include in the report. Only the organizations you have permission to access appear in the list.

Specify a start date range for pledges to include in the report.

You can type a date directly into the field or click and select a date from the displayed calendar. 

The report includes pledges with a start date that falls between Start Date and End Dates you specify.

Let's you filter the report by the method used to bring pledges into your system, for example, ParishSOFT Giving. In the dropdown list, select one of the source options.

Let's you filter the donors by organizations. In the dropdown list, select the checkbox next to each organization that contains the donors you want to include in the report. Only the organizations you have permission to access appear in the list.

Note: An asterisk (*) indicates required information.

Organization Name Format *

Include End Date checkbox

End Date *

Filter the report by the remaining periods that are left for pledges to include in the report. Select one. Choices range from None (Final Report) to 12.