Fund Summary

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This report breaks down Offerings by Contributions Fund, Total Pledged, and Total Unpledged for a date range.

It provides a fast way to see where you stand with a Fund or Pledge drive and always prints for all Funds.

  1. Access this report by going to Reports and selecting “Fund Summary.”
  2. You can run this report as a Fund Summary for the date range selected or as a 5-Year Comparison.
  3. Enter the date range for which you want to run this report.
  4. Choose if you want the report sorted by fund name or fund number.
  5. The Include Detail button shows the actual offerings used to calculate the totals.
  6. Click Preview to view the report or click Print to send the report directly to the printer.

 

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