The purpose of the Offering Tracking Report is to provide a listing of all offerings for a defined period and the envelopes that contributed to them.
The report screen will display a message that “Your Report is ready! Please Run Report”.
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 Period and Offering selection. 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 Donation Date with an Ascending or Descending sort direction option.
The report has four print options.
The envelope icon can be used to send the report by email.
The floppy disk icon can be used to download the report as a PDF or Excel file.
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.