Yearly Reports

Here are the most frequently asked questions about the Donor Manager. You might even find a few answers !

Post Reply
EBirtles
Posts: 3
Joined: Wed Dec 09, 2009 3:54 am
Type the middle number, please (202): 202

Yearly Reports

Post by EBirtles »

I would like to print a Yearly Giving Report that lists all the financial partners with their monthly gifts for that particular year, similar to the existing "Monthly Giving Report with trailing 12 month giving analysis". This "monthly giving... w/ trailing 12 month" report does not allow me to select the months from Jan. - Dec. of one particular year, it begins at the present month and gives me 12 months from then on. Can anyone give me any ideas on how I can generate such a report? Thanks!
jmuehleisen
Site Admin
Posts: 737
Joined: Sat May 29, 2004 1:28 pm
Type the middle number, please (202): 202
Location: Kampala, Uganda
Contact:

Re: Yearly Reports

Post by jmuehleisen »

In the current version of the DM, you have to "cheat" a little bit to get this.

If you change the system date of your computer, the program will use that date for the "starting point" for the trailing 12 months.

Be sure to change the date back when you are done!
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
EBirtles
Posts: 3
Joined: Wed Dec 09, 2009 3:54 am
Type the middle number, please (202): 202

Re: Yearly Reports

Post by EBirtles »

Hey, it works! THANKS SO MUCH. We really appreciate this program and the time it saves us!!
Post Reply