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MinistryPlatform

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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth 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. In the navigation menu, click Administration > Configuration Settings.
  2. Open the following configuration settings:
    1. Open the SERVICES, GivingUnitSummaryComparisonDate configuration setting.
    2. Click Edit Record.
    3. 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).
    4. Click Save.
    5. Open the SERVICES, GivingUnitSummaryComparisonMonths configuration setting.
    6. Click Edit Record.
    7. Enter how many months will be in scope for the period prior to and after the comparison date.
    8. Click Save.
  3. In the navigation menu, click Administration > Configuration Lists.
  4. Open the SERVICES, GivingUnitSummaryStatementHeaderID configuration list.
  5. Click Edit Record.
    • Set this value to the statement header ID (not the statement header sort number) of the statement header you want in scope.
    • Set it to zero to include all.
    • Copy the configuration value to include multiple statement headers.
  6. Click Save.
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MinistryPlatform

Last updated: February 21, 2025