IO Reports (4 Sections)
IO Analysis Reports
- IO Reports - Analysis Reports: How to run a Revenue Projection Report
- IO Reports - Analysis Reports: How to run a Dollar Range Report
- IO Reports - Analysis Reports: How to run a Contribution Summary by Fund Report
- IO Reports - Analysis Reports: How to run a Contribution Summary by Donor Report
- IO Reports - Analysis Reports: How to run the Contribution History by Fund Report
IO Donor Reports
- IO Reports - Donor Reports: How to configure your donor reports: Signature, Letterhead, Body of Statement, Printed Name
- IO Reports - Donor Reports: How to generate a year-end statement for a parishioner with totals only and not details
- IO Reports - Donor Reports: Why a statement might have negative numbers
- IO Reports - Donor Reports: How to manage the IRS Disclaimer donor statement option
- IO Reports - Donor Reports: How to select which name prints on a statement
IO Pledge Reports
IO Other Reports (Audits, Lists, Records)
- DM CSA - Reports: How to direct an organization with DDM access to run a CSA report
- IO List - Contributions: How to get a list of contributions for a date span and/or minimum or maximum amount sorted by one of several fields
- IO Lists - Pledges: How to export a pledges list
- IO Reports - Batches: How to generate a batch detail report
- IO List - Batches: How to get a batch list report (posting list)