How To Create Year End Donation Reports

January 21st 2014

How do I print off year end contribution reports for my church?

Instructions for Printing Year End Reports:

  1. You must have a Administrator, Pastor or Finance level access.
  2. Contributions for individuals must have been entered for the year you wish to generate reports.
  3. Your church’s address must be entered into Church Settings located in the “Admin” menu (IRS required).
  4. You must enter your church’s Federal Tax ID into Church Settings located in the “Admin” menu (IRS required).
  5. You must have a printer.

Steps:

  1. Highlight the “Reports” menu icon in Church Membership Online.
  2. Under the “Contribution Reports” heading select “Individual Contributions” or “Household Contributions”.
  3. Under “Select Date Range” select “Previous Year”.
  4. Leave “Filter by Individual” and “Filter by Contribution Category” blank.
  5. Select the option to “Print for Windowed Envelopes” if you are not using mailing labels.
  6. Select to “Group Contributions by Category” if you want a further breakdown of sub-totals and totals.
  7. Click the “Preview Report” button which will allow you to preview the report.
  8. To print reports you can click the Printer Icon on right in grey tool bar.

Or

  1. If you elect to create a document, select a file type in the “Export to the Selected Format” menu (Acrobat PDF is standard) then click “Export”. A pop-up window will appear on the bottom of your screen. You can elect to Open, Save, or Save As. You can then choose to save or print your files.
  2. After printing off the Tax Contribution reports you can elect to save file.

 

Thanks,

Church Office Online