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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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DioOffice User Guide

View a Fund Summary

You can quickly view a summary of fund information in your program. View either monthly totals for entries made in the last 4 months, or weekly totals for entries made in the last 16 weeks. You can export this information if needed.

  1. On the Home Screen, click Fund Summary.
    Tip: Don't see this button? Make sure it's enabled on your Home Screen.
  2. Click an option to view one of the following summaries:
    • Monthly Totals – Shows the monthly totals (entries made in the last 4 months) of each fund, as well as the grand totals.
    • Weekly Totals – Shows the weekly totals (entries made in the last 16 weeks) of each fund, as well as the grand totals.
  3. To export the data on the screen you're viewing, click Export. Enter a name for your file, and note the location where your file will be saved, then click Use/OK. Once exported, you can click Yes when prompted to view the file.
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Last updated: October 16, 2025

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