The Parish Master Report: One-Time Gifts report allows you to view data for one-time gifts (pledges with a One-Time frequency value). This report is a modified version of the Parish Master report.

Important: By default, the Parish Master Report: One-Time Gifts report does not appear on the Parish Reports menu. Parish staff must be granted permission to access the report so that it appears on the menu. The first procedure below shows a diocesan administrator how to 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 Parish Master Report: One-Time Gifts option 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 Parish Master Report: One-Time Gift report is added to the Parish Reports menu. Any user with the appropriate permissions can now select the fund and run the report.

Running a Parish Master 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 Parish Master: One-Time Gifts option.
4. Set up the report as desired. For descriptions of the setup options, go to Setup Options for the Parish Master Report: One-Time Gifts.
5. To generate a report, click in the upper-right corner, then select the desired format for the report:
   • 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.
   • 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.
6. 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.
7. Follow your browser's instructions for opening the downloaded report.

This report is a modified version of the Parish Master 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: 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).

Updated October 16, 2025 16:15