July 25, 2023
In this video, learn about Tab Definitions and Options when Generating Reports. Presented on 07/25/2023.
October 4, 2023
In this video, learn about Donation Transfers, Duplicate Giver Transfer, Inactive Givers, Gift from Estate, and Change Giver #s. Presented on 10/04/2023
October 10, 2023
In this document, learn how to export email addresses. Presented on 10/10/2023.
October 11, 2023
In this video, learn about our new Church Windows community with lots of training options. Presented on 10/11/2023.
November 15, 2023
In this document or video, learn about different options to prepare for the new Donations year. Presented on 11/05/2024.
November 16, 2023
In this document, learn how to remedy issues with the Print Preview. After clicking Print on a Report if the Print Preview does not open right away or the program appears locked. Follow the directions in the document below.
November 29, 2023
In this video, learn how to run a report of kids and include parent and family information. Presented on 11/29/2023.
February 21, 2024
In this video, verify Default Account Links are correct and view Posted Transfers. Presented on 02/21/2024.
March 20, 2024
In this document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 03/20/2024.
March 21, 2024
In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.
April 16, 2024
In this video, learn about Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria. Presented on 04/16/2024.
April 17, 2024
In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 04/17/2024.