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Is this report possible?

Posted: Thu Mar 10, 2022 9:53 pm
by gindie
I am asking this for our Financial Secretary. I am not a PowerChurch user myself. We are using Version 12, I’m not sure what sub-version we have.

Is there a report available that can be exported as an Excel spreadsheet which shows giving by Envelope Number for one fund (such as General Giving) for several years (2018, 2019, …, 2022)? This would be so that one could quickly spot giving trends across the years by individual givers.

If so, how would it be done? Thanks.

Re: Is this report possible?

Posted: Thu Mar 10, 2022 11:31 pm
by NeilZ
gindie wrote:
Thu Mar 10, 2022 9:53 pm
I am asking this for our Financial Secretary. I am not a PowerChurch user myself. We are using Version 12, I’m not sure what sub-version we have.

Is there a report available that can be exported as an Excel spreadsheet which shows giving by Envelope Number for one fund (such as General Giving) for several years (2018, 2019, …, 2022)? This would be so that one could quickly spot giving trends across the years by individual givers.

If so, how would it be done? Thanks.
Use the Yearly Totals by Envelope report, then click on the 'disk' icon and select to save as Excel spreadsheet.