The Reports One Date Donation Sub-Menu

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The Reports One Date Donation Sub-Menu

Note: in the list of reports below, the ones that include "Member/Envelope #" in their name will be omitted from this sub-menu if you have chosen not to display that donor field via the checkbox on the Donor tab in the Maintenance ⇒ Main Window Options window. And the ones that include "Description" in their name will be omitted from this sub-menu if you have chosen not to display that donation field via the checkbox on the Donation tab of that window.

 

DetailsLists all donations entered with a given date. This can be used as a paper backup of each day's entries after they are made, or to help with reconciling totals for that day's entries. There is a "Switch to Summary Report" button at the bottom that switches you to that report.

 

Details with

Member/Envelope #The same as the previous report, except that it includes, and is sorted by, the Member/Envelope number. This includes two extra numbers at the bottom: "Checksum of Unique Member / Envelope #s" and (new in version 3.20c) "Checksum of Member / Envelope #s, including splits". These values are just the sum of all envelope numbers that appear in the report. However, the first one only counts an envelope number that appears multiple times once, while the second one counts it each time it appears. These values can be used as a double-check that you entered the donations for the correct donors when using One Date Batch Entry for donations, if you add the envelope numbers up with a calculator before doing your entries. (Generally each church that uses this technique uses only one of the two numbers.) There is a "Switch to Summary Report" button at the bottom that switches you to that report.

 

Details with

DescriptionThe same as the Details report, with the donation description field added.

 

Details with Mbr/Env #

and DescriptionThe same as the Details with Member/Envelope # report, with the donation description field added.

 

SummaryLists totals by donation category of all donations entered with a given date, as well as totals by "Paid By" of all donations on that date. (In the second set of totals, all "Cheque # / Paid By" values that contain an actual cheque number are grouped together under the heading "Cheques" or "Checks".) This can be used to make an entry into your accounting system, if you are not using the features for Bank Deposits.
 
There is a "Switch to Details Report" button at the bottom that switches you to the Details with Member/Envelope # report if the Member/Envelope # field is displayed in your Donor Details area, and to the Details report otherwise. (Or, if you have previously displayed one of the details reports with description included, it will switch you back to that report.)

 

Details and SummaryLists all donations entered with a given date, followed by a summary by donation category of those donations. This can be used as a paper backup of each day's entries after they are made, or to help with reconciling totals for that day's entries.

 

Details with

Member/Envelope #

and SummaryThe same as the previous report, except that it includes, and is sorted by, the Member/Envelope number. Like Details with Member/Envelope #, this includes the two extra numbers at the bottom: "Checksum of Unique Member / Envelope #s" and  "Checksum of Member / Envelope #s, including splits".