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  1. ParishSOFT
  2. ParishSOFT Family Suite (PSFS)
  3. PSFS Offering
  4. ParishSOFT Offering Legacy
  5. Reports and Statements

Reports and Statements

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  • PSFS Offering - Batches: How to create a quick entry batch report
  • PSFS Offering - Batches: How to generate a batch list report for all batches
  • PSFS Offering - Contribution List: How to create a family giving history report by year
  • PSFS Offering - Funds: How to get a fund to display as an option in contribution reports
  • PSFS Offering - Pledges: How to generate a Pledge Report with address information that can be used for mail merge
  • PSFS Offering - Reports: About the Reports Page
  • PSFS Offering - Reports: How the Past Due Report is used and how it calculates
  • PSFS Offering - Reports: How to create a batch detail report
  • PSFS Offering - Reports: How to create a contribution postings report for a given date range
  • PSFS Offering - Reports: How to create a Contribution Summary Report
  • PSFS Offering - Reports: How to create a contributions postings report with selected family workgroups for specific funds
  • PSFS Offering - Reports: How to create a past-due pledge report
  • PSFS Offering - Reports: How to create a pledge detail report
  • PSFS Offering - Reports: How to create a pledger list
  • PSFS Offering - Reports: How to create a report of contributions posted to a specific fund
  • PSFS Offering - Reports: How to create a report of contributions sorted by fund
  • PSFS Offering - Reports: How to create a report of today's postings
  • PSFS Offering - Reports: How to create a report that shows the reason a change was made to a batch or to a contribution
  • PSFS Offering - Reports: How to create a Three Year Summary Report
  • PSFS Offering - Reports: How to create mailing labels for just those families who donated this year
  • PSFS Offering - Reports: How to export a contribution list to an excel file
  • PSFS Offering - Reports: How to find out when a batch was committed
  • PSFS Offering - Reports: How to fix a blank or incorrect family name on reports
  • PSFS Offering - Reports: How to generate a list of parishioners who donated more than $X dollars this year
  • PSFS Offering - Reports: How to generate a pledge statement
  • PSFS Offering - Reports: How to generate a pledge statement for people who still have a balance on their pledge 
  • PSFS Offering - Reports: How to generate a report which gives a summary of giving to each fund over a date range
  • PSFS Offering - Reports: How to generate Tax Receipts for Givers (Canadian Customers Only)
  • PSFS Offering - Reports: How to get a report of ParishSOFT Giving contributions
  • PSFS Offering - Reports: How to get an envelope list of families who are actively giving
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