Report for Total Per User with Fees, Grouped by Bank Deposits
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Robert Geluk
Could you put together a report for book keepers to enter data into accounts. A report that shows a persons total giving, and then the fees. With this report grouped by Bank Deposits. That would make our job so much easier. Your current reports don't really print that well and it takes a lot of investigation to work out a deposit's total giving and total fees.
Thanks
Julia Rhodes
Merged in a post:
Report on YTD giving by household
C
Carol Burns
There is currently no report that will give YTD giving by household, and the only way to get the information is to generate giving statements for each household. This is incredibly inefficient and requires a manual entry into a spreadsheet to determine the outstanding pledge status. Elvanto used to have a report that worked very well.
If there's an existing request (and I don't see why it's reasonable that I should be asked to take the time to review them), I'm reinforcing it with this entry.
Julia Rhodes
Merged in a post:
Total Per User Report in 2.0
B
Brad Chamberlain
We need a report showing a list of donors and their contributions for the year. I have to extract this manually, and the numbers aren't matching the dashboard.
Julia Rhodes
Merged in a post:
DEPOSITS SUMMARY Report
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Rachel Peters
This report should also summarize totals: Gross, Each Fund, Fees
Julia Rhodes
Merged in a post:
Sport transactions
L
Lily Frisbie
, I should be able to have the program sort it by individuals weekly giving for the year, then the next person, and so on, (just need a filter by name, under the transactions page)
so If I sort by name, it'll show what they have given by the week,
Mickey Morris
Rome Presbyterian Church
Julia Rhodes
Merged in a post:
Report to show breakdown of giving for each deposit
T
Tania Mahoney
We used to be able to get a report that showed each individual donation along with the total gross donations, fees and then net deposit and date.
We don't seem to be able to get that anymore. Although I can get a deposit report, it does not show each donation that belongs to that deposit. I have tried to get a report from the list it gives on the right but it doesn't give me the full list at once. It allows an export but that's not the kind of report I want.
A single report with all of that information, or the ability to easily print off the donations associated with each deposit would be beneficial. This is especially true when there is an integration issue (which I recently had and needed to manually enter batches/deposits).
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Wanda Gerber
This is the most frustrating program --- it used to be easy to print off a deposit with all the giving information and fees --- now you can't hardly get any information and it's too wide to fit on a page. I do not download into my accounting program from any system too many chances for error's why can't we get a simple report with the givers name, what they gave and what the tithely fee is
Julia Rhodes
Merged in a post:
Tax Statement Export List in 2.0
M
Melisa Hall
In 1.0 we're able to export a list. This would be helpful to have in 2.0. Thanks for all you do!
C
Christie Sederquist
In the "Total Per User" filter in Church Giving Statements, it doesn't make sense how they are sorted. Please sort them by Name so we can quickly find the person's total giving.
Julia Rhodes
Merged in a post:
Reports
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Ramona Ruiz
Reports on individuals for the month on all their givings for January, then February. its does it in 1.0 but not 2.0
M
Melisa Hall
Yes, is there a way to export a list of donors with a total amount of their giving for that year? I may have just overlooked it. It was a feature available in 1.0 to export as an excel and would be nice to have something similar in 2.0. Hope that helps clarify that Julia. Thanks hope all is well!
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