How to Create a Contribution Details Report

The Contribution Details report enables parish staff to view details of contributions made on behalf of their parish to the selected fund.

By default, the Contribution Details report is hidden from parish staff. A diocesan admin user can give parish staff access to this report on Funds > Parish Reports tab.

To create this report:

On the Home page, you can open the Parish Reports page by selecting Reports > Parish in the navigation bar menu or by clicking the Parish link at the bottom of the Reports card.

Open the Parish Reports page.
In the Fund dropdown list, select the fund for which you want to generate the report.
In the Report dropdown list, select the Contribution Details option.
Set up the report as desired. For descriptions of the setup options, go to Setup Options for the Contribution Details Statement Report.
Click this button to generate the report: . Then, select the desired format for the report:
- Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in an .xls layout. Choose this option 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 .xls 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.