Budget Report with less detail

[Fellowship]

We have several items that are broken down into level 6 just for budget reasons - so they only needs to be seen on the budget worksheets. This level of detail is confusing the lay people in the church who only need to see the detail to level 5 - the last level of detail that is budgeted direcly to.

Level 5: Van Maintance
Level 6: Oil Changes
Level 6: State inspections

Is there any way or any plans to pick a level of detail with a budget report? The I/E can do this and can also show the budget information, but it adds together income accounts that aren't included in the budget (ie building use income)

Any ideas or other help will be great.

Joanne

[Fellowship]

I have had to run more reports for business meeting since I first posted my question. I am really trying to hold off our Treasurer because he really, really wants to go back to our old accounting system that made mistakes easier to make (and correct) but had the reports that the congregation wanted. I am very frustrated with this forum. I thought it was monitored by the Power Chruch staff at least, so that answers would be provided.

[Zorak]

Hello, Joanne,

Currently, there is not a way to define detail / summary levels on the budget report. I checked the report in the upcoming version 10 and this has not changed. There is a Yearly Budget Comparison report that allows you to define the detail / summary level.

This is a good suggestion for improving the program and I will certainly forward it on to the Program Development staff.

In the meantime, you can make any number of changes, big or small, to the existing reports in PowerChurch Plus by saving the report to a Microsoft Word or Excel file and editing the report output manually in one of those programs, or something compatible.

When viewing the report on the screen, click the Save As button (a floppy disk icon) and choose what file type and file name you would like to save it as.

I hope this helps!