Reports & Exports

Donations Reports

  • Donation Log

  • Giving Summary

  • Deposit Slip

Compare & Analyze Reports

  • Pledge/Giving Analysis

  • Campaign Comparison

  • Giving Comparison

  • Step Report

  • Statistical Report

Lists & Labels

  • List Giver #s

  • List Account Balances

  • Labels

Columns

  • Move columns you want to include to the right, and columns you want to exclude to the left.

  • Use the and or double click to move a column to the opposite side.

  • To select multiple columns at once

    • Click + CTRL - Selects multiple lines in any order

    • Click + SHIFT - Selects a range of lines in row

  • Use the and to change the order of the columns from left to right.

  • Determine the width of a column by character count. Change or abbreviate how a column is titled by editing Report Column Header.

  • Columns that appear in bold are Detail Report Columns and include additional information indented under a subheading.

  • Click to select subheading columns and detail.

  • Click to restore the report defaults.

Group & Sort

Sort fields allow you to order information. The first takes priority, when those are all the same, the program will sort within that section by the selection in the second, and then the third.

  • Sort in Ascending (A-Z, 0-9) or Descending (Z-A, 9-0) order.

  • Click to restore defaults.

The Group By option separates the corresponding Sort Fields into report sections.

Fonts & Lines

  • The Fonts tab is where you can control the typography of your report.

  • Click to restore the default 9.75 Times New Roman.