User Support Forum

Is it possible to modify, customize, or adjust the existing financial reports, ie the Income and Expense Statement? If so, how do I do this?

MimiC wrote:Is it possible to modify, customize, or adjust the existing financial reports, ie the Income and Expense Statement? If so, how do I do this?

The standard reports can only be adjusted using whatever options that appear when you select the report. Exactly what do you want to customize ??

I want to adjust how the Inc & Exp statement subtotals the expense categories. The current form is confusing to some of the people serving on the committees at the church.
Do I do this in the chart of accounts? Or do I need to access the actual report form?
Also, where is the access to the PowerChurch Plus Custom Report Writer? I can't find it in the program.

MimiC wrote:I want to adjust how the Inc & Exp statement subtotals the expense categories. The current form is confusing to some of the people serving on the committees at the church.
Do I do this in the chart of accounts? Or do I need to access the actual report form?

You can do this in the Chart of Accounts by adjusting the Levels of each account. Adjusting these levels up or down will either add the account to the subtotal, or break it out as separate:

A level 1 is the highest level usually used for a Group such as Income or Expense.
2 is used as a subgroup, and is something that can split out areas of income.
Level 3 is definitely one that can be used for subtotals.

So if you have employee expenses, a reporting level of 3 would be used to group together the Pastors for a subtotal of Pastoral Staff expenses.

A full discussion of Report Levels can be found in the Powerchurch manual, and also in the online help, search for Report Levels

Also, where is the access to the PowerChurch Plus Custom Report Writer? I can't find it in the program.

The Custom Report Writer is found under the Other Output menu selection under the Funds Accounting menu, as well as in some Membership Modules. Other areas that allow custom reports will have it right on the module menu.

Hope this helps.