Contribution Report

[Guest Jeannie Hagan]

I cannot be alone. I need a contribuiton report that I can use to reconcile all daily contributions received by our office. The ledger reports separate by account and offer no totals. The summary of accounts reports lists all participants/plans even though they did not have any activity for that day (too long). Any suggestions or reports out there? Maybe we are trying to do Trust Accounting that the system cannot do?

[Guest JohnB10]

If you're interested in creating your own Crystal Reports, this should be an easy on to start with. Make a copy of the "transled.rpt" file and edit it as follows:

(1) Add a Group Section that Groups on RPTPlan.FundId (This will give you totals by fund).

(2) Add totals fields to the Summary section.

(3) Add RPTPlan.FundNam to your new FundId section.

(4) Test on a bunch of plans.

Hope this helps!