The purpose of the Chart of Offering report is to provide a listing of all offerings within the church similar to the Offering Report and will include the destination, and the complete General Ledger account information for each offering.
The report screen will display a message that “Offering Report is ready to be run.”
You can click on “Run Report” and the report will generate based on the default filter settings.
In the filter menu, you can make a selection for Offering, Active Offerings Only, and Standard Offerings Only. Non-Standard offerings would include localized Union Offerings (6xxxx), Conference Offerings (7xxxx), and Local Church offerings (8xxxx). The Clear button will remove any recent selection made in the filter fields and the Apply button will run the report including any changes made to the filter.
The Sort menu can be used to sort the data on the report by Code, Name, or Destination with an Ascending or Descending sort direction option.
The report has three generating options.
The envelope icon can be used to send the report by email.
The laptop icon can be used to open the report in a new tab or window depending on your browsers settings.
The gear icon can be used to set up page size and margin configurations for the report.