Printing Contributions Reports at Year-End
ACS provides several statistical reports that you can use to analyze pledge and giving patterns in your church or organization.
At year-end, you can print contribution reports that show a detailed list of transactions, or reports that show summary information. You can also print reports that include pledge information.
You may also want to print the Unfinished Postings Report. This report lists any entries that are entered but not posted, and the user who made the entries.
Here are some List reports you may want to print at year-end:
| Report | Description |
|---|---|
| Gift Detail Listing | Creates a list of each contributor's gifts for the selected date range, including the Post Date, Type, Fund, Gift Amount, Check Number, Value of Service, and Gift Descriptions. A summary, including the amount given, value of service, count (number of gifts), mean amount (grand total divided by the total count), low amount, high amount, and percent total for each fund. |
| Pledge Detail Listing | Creates a detailed list of pledges for a selected date range, including the pledge amount, frequency, start and stop dates, total pledge amount, pledge-to-date amount, and total gifts to date, including prepayments. |
| Pledge/Gift Report | Creates a list of summary totals for each fund for the selected date range, sorted by contributor. The report includes each Fund the contributor gave to, the Total Pledge Amount, Pledge Gifts this Period, Pledge Gifts Prior Periods, Non Pledge Gifts, and Pledge Balance. |
| Report | Description |
|---|---|
| Pledge to Date Status by Individual | Creates a list that includes the Pledge to Date amount, Gifts to Date amount (including Prepayments), the difference between the two amounts, the percentage of the pledge that has been paid, and the Pledge Status. |
| Pledge/Gift Comparison | Creates a list that compares gifts, pledges, or both over two different years or the same year. It includes the difference between the two amounts, the percent change between the two amounts, and the pledge status. Gift totals do not include prepayments. |
| Pledge/Gift Totals by Fund | Creates a list that compares pledge and giving totals by fund and lists the Fund Description, Total Pledge Amount, Pledge To Date Amount, Total Gifts, total count of pledges, and total count of gifts. Gift totals do not include prepayments. |
| Summary Gift Totals by Fund | Creates a list of funds and the Week-to-Date, Month-to-Date, and Year-to-Date totals. Only funds that have gifts or pledges for the selected date range are included. |
| Summary Gift Totals by Individual | Creates a list of individuals with Week-to-Date, Month-to-Date, and Year-to-Date totals for all or selected funds. |
| Summary Gift Totals by Month | Creates a list of months and the total gifts received for each month. |
- Under Searches and Reports, click the Reports tab.
- Select Contributions Reports in the drop-down list and click Go
.
- Under Report Type, expand the type of report you want to print.
- Select the report you want to print.
- In the lower sidebar, enter the date range you want to display on the report, then click Customize.
- Make any custom selections on the Report Options tab.
- Click Preview or Print.