Jordan Bogart
Articles
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Sum by contributor, fund, year
The Sum by contributor, fund, year report is a view that will show you contributions from each contributor, to each fund, for each year they gave. Every Contributor/Fund/Year combination gets its o...
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Sum by fund, day
The Sum by fund, day view is a view that will show you each day that you received contributions for a particular fund. This view will show you the total that you received to this fund, how much was...
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Contributors
In Shepherd’s Staff, Contributor Records are used to track and report giving for one or two individuals. In order to accomplish this, Contributor Records associate a person record from Membership w...
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Funds
A Contribution Fund is any specific area of the church for which money is donated. Some churches may have over a hundred different Contribution Funds, while other churches may just have a few. Ther...
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Giving by household/giver/fund
The Giving by household/giver/fund report is a versatile report that can show you giving totals by household, by contributor broken down by fund, or by fund broken down by giver. This report is hel...
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Giving by month/year
The Giving by month/year report is useful for making comparisons between months, between years, and between funds in those time periods. This report will let you select a group of people, a date ra...
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Behavior
The Behavior view of Shepherd's Staff allows you to look at the activity of your givers in several different ways. Knowing this information can help you reach out to contributors for different reas...
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Backing up your Database
The Backup Database utility is one of the most important utilities in Shepherd’s Staff. When you make a backup, you essentially make a copy of your database at that moment in time. The backup compr...
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Editing a Batch in Webtools
Editing a batch can be done at any time in WebTools as long as the batch has not been imported into Shepherd's Staff. Once it is imported in Shepherd's Staff it will have to be edited in Shepherd's...
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Entering Contributions
Entering Offering Batches is similar to how you enter offerings in Shepherd's Staff. It is a simplified and easy to use version of the Offering batches screen. Entering a name or envelope number i...