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MinistryPlatform

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Giving Unit Summary

Configure Settings for the Giving Unit Summary

Review and, if needed, adjust the date and months for comparison and the included statement headers.
  1. From the Platform, go to Administration > Configuration Settings.
  2. Open the following configuration settings, click Edit, and set the appropriate value.
    • SERVICES, GivingUnitSummaryComparisonDate - Enter the date that the two comparison month ranges will compare against. By default, it is set to 03/1/2020. Ensure this is a date in valid date format (mm/dd/yyyy).
    • SERVICES, GivingUnitSummaryComparisonMonths - Enter how many months will be in scope for the period prior to and after the Comparison Date.
  3. Click Save.
  4. In the navigation menu, click Administration > Configuration Lists.
  5. Open the following configuration setting, click Edit, and set the appropriate value.
    • SERVICES, GivingUnitSummaryStatementHeaderID - Set the appropriate value. Set to the Statement Header ID (not the Statement Header sort number) of the statement header you want in scope. Set to zero to include all. Copy configuration value if you want to include multiple Statement Headers.
  6. Click Save.
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MinistryPlatform

Last updated: October 23, 2024