Page 1 of 1

Custom Contribution fund description report

Posted: Mon May 09, 2011 11:40 am
by John Dykema
Your "canned" Fund Descriptions report shows Accouting numbers and is double spaced. We don't need that.
I want to print our list of descriptions in Fund # sequence, single spaced, and in column 2, I want to print the descriptions in alphabetical sequence.
If I do a custom report in Contributions, I can't find the fund description record. The fund description refers to each individual contribution, not the Fund record itself. Where do I find the Fund records?
Please advise. See sample below that I want.

First Church List of Fund Descriptions
1 General Fund 2 Building fund
2 Building Fund 1 General Fund
3 Mission Fund 3 Mission Fund

Re: Custom Contribution fund description report

Posted: Mon May 09, 2011 12:08 pm
by Zorak
The Contributions custom reports are dealing with individual contribution records, not just a listing of funds.

You can, however, group the report by the fund number, so you only get one record per fund. However, you will only be able to report on funds that have had money given to them.

Re: Custom Contribution fund description report

Posted: Mon May 09, 2011 12:50 pm
by John Dykema
Thank you Zorak. So, is no no way to access those Fund Description records somewhere else?

Re: Custom Contribution fund description report

Posted: Mon May 09, 2011 1:01 pm
by Zorak
Other than creating a custom report, or editing the existing report in Excel, about the only other option you have would be to send a suggestion to wishlist@powerchurch.com to add some more sort options or get rid of the double spacing.

Re: Custom Contribution fund description report

Posted: Thu May 12, 2011 10:22 am
by John Dykema
That's a good idea, Zorak. I'll do that.
I did intend all along to do a custom report, but just can't find those fund desc records with which to do it.