How to Create a Parish Batch Summary Report
The Parish Batch Summary report enables you to view pledged amounts and to-date batch totals as well as other information (for example, average gift amount) for batches associated with a selected fund.
- On the Home page in the Reports group, select Diocese to open the Diocese Reports page.
- In the Select a Report dropdown list, select the Parish Batch Summary option.
- Set up the report. For descriptions of the options used to set up the report, go to Setup Options for the Parish Batch Summary Report.
- Click this button to generate the report:
(Export). From the menu, select the report format:
- Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in an .xls layout. The CSV version is the option to choose if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel..
- PDF: the PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the CSV version and is a more suitable option when you need a document that is easily read.
- Follow your browser's instructions for opening the downloaded report.
Related Topics
About the Diocese Reports Page