The All Parish Summary: One-Time Gifts report lets you view data for one-time gifts (pledges that have a One-Time frequency value). This report is a modified version of the All Parish Summary report.

Important: By default, the All Parish Summary: One-Time Gifts report does not appear on the Parish Reports menu. Parish staff must be granted permission to access the report to see it on the menu. The first procedure below shows a diocesan administrator how grant parish staff permission to view the report on the menu. The second procedure shows parish staff how to run the report.

Granting Users Permission

1. Navigate to the Funds page:
   • In the Navigator Bar, select Funds.
     -or-
   • In the Funds Card, select Go to Funds.
2. Select the fund following the instructions in this article, How to search for a fund.
3. Select the fund's name link to open the fund's record.
4. In Fund Details, select the Parish Reports tab.
5. Find the All Parish Summary: One-Time Gifts report in the list. Then, click to switch to edit mode.
6. Select the desired checkboxes to provide user-level permissions to access the report.
7. Click to save the change.

The All Parish Summary: One-Time Gifts report is added to the Parish Reports menu. Any user with the appropriate permissions can now select the fund and run the report.

Running an All Parish Summary: One-Time Gifts Report

1. Navigate to the Reports page:
   • In the Navigator Bar, select Reports > Parishes.
     -or-
   • In the Reports Card, select Parishes.
2. In the Fund dropdown list, select the fund for which you want to generate the report.
3. In the Report dropdown list, select the All Parishes Summary: One-Time Gifts option.
4. Set up the report as desired. For descriptions of the setup options, go to Setup Options for the All Parishes Summary: One-Time Gifts report.
5. To generate a report, click in the upper-right corner, then select the desired format for the report:
   • PDF: the PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the .xls version and is a more suitable option when you need a document that is easily read.
   • Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in an .xls layout. Choose this option if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel.
7. After you submit a report for processing, the system estimates the time it takes to generate the report. For information on how the system handles report processing, go to How the System Handles Long-Running Reports.
6. Follow your browser's instructions for opening the downloaded report.

This report is a modified version of the All Parishes Summary report. The following list describes the differences.

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.

Updated October 16, 2025 16:34