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RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Projects

Print a Project Transaction Report

Export or print your project transactions as a CSV or PDF, respectively.

You must have accounting administrator permissions to perform this task.
If you've associated projects with your transactions as you've entered them, you can export or print them separate from your other transactions. This handy report will display what you've earned and paid for a particular project and help you budget for next year if it's a project that occurs annually.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Projects.
  2. Click the project code to view project details.
  3. Click the printer icon, and export or print. A preview of your project transaction report displays.
  4. Click the printer icon for a physical copy, or click Download for a PDF.
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Last updated: July 11, 2023