In this document, the Basic Report Option is in column format, which allows you to create a report that displays the information you need to see. The Basic Layout can be used for most reports.
In this document or video, learn how to generate a report showing bills and payments grouped together by account for a specific month or period. Presented 03/03/2020.
In this video, learn how to Toggle between Grid and Record, Tagging Records, Display Fields, Display new Fields, Set Column Order, Sort by field, and Add/Edit/Delete Data Quickly. Presented on 05/11/2021.
In this video, learn about Types of Fields and Special List Fields, Relabel/Hide, Add/Delete/Rearrange Fields, Adding List Field and Codes, and Delete/Hide Custom Fields. Presented 09/01/2021.
In this video, learn about the Pledge/Giving Analysis. Campaign Comparison. Giving Comparison. Step Report. Statistical Report. Presented on 04/12/2022.