IO Post-Update - Confirm: How to review your Offering data after converting to ParishSOFT

How to review your Offering data after converting to ParishSOFT

To learn how to navigate to and through the Offering page click here.

Review your funds:

  • From the Offering page Funds card, select Go to Funds then click the search button to populate the page. You may export this list by selecting the export button at the top right. 
    • For detailed instructions on viewing or exporting the Funds list, see the article How to get a list of funds
    • Review the list carefully.
    • From the Funds page, click the Fund Name link to view the fund details.

Review your Pledges if pertinent:

  1. From the Offering page Reports card, select Pledges. 
  2. Make the appropriate report selections for fund and pledge date span. Choose Donor List from the "Select a Pledge Report" dropdown menu.

    For detailed instructions on printing this report, see the article How to set up and run a Donor List Report.

Review your Contributions

There are two reports we suggest for your review: Contribution Summary by Fund and Contribution Summary by Donor.

From the Offering page Reports card, select Analysis.

  1. From the 'Select a Report' dropdown menu, select 'Contribution Summary by Donor.' For detailed instructions on this report including expected output, see the article, How to run a Contribution Summary by Donor Report.
    • Select a fund.  If you select more than one fund, the report will list the total amount for all selected funds per donor.
    • Click the Analysis Filters button and fill in the information on that page.
    • Click the Report Filters button and add your report filter criteria. Only the date range is required.
    • At the bottom, click the link for 'Run Report' and select either PDF or Excel.
  2. From the 'Select a Report' dropdown menu, select 'Contribution Summary by Fund.' For detailed instructions on this report including expected output, see the article, How to run a Contribution Summary by Fund Report.
    • Select all of the current funds you would like to see on the report.
    • Click the Analysis Filters button and fill in the information on that page.
    • Click the Report Filters button and add your report filter criteria. Only the date range is required.
    • At the bottom, click the link for 'Run Report' and select either PDF or Excel.

 

 

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