The report writer for Financial Reports in Church360° is a robust and highly customizable utility that users can use to create their own account- or transaction-based reports as their church needs.
This article will go through different types of reports, columns, and calculations available in the current system. Due to constant improvements and additions, this article might not be all-inclusive of every feature and calculation.
To create a new custom report,
1. Navigate to Ledger and choose the Financial Reports tab.
2. Click "Add New Report" to open a new template.
3. Enter a new title for the Report. Reports must have unique names in order to be saved.
4. Check the box "This report can be seen by others" to make it visible to other users on your Church360° site with access to finance reports.
5. Click "Add Section" to add a new section to report on. There are three section types.
- Accounts - This type of report section gives summaries and totals for accounts for a chosen fiscal year and month. This includes calculations regarding budgets, actuals, and account balances.
- Ledger - This type of report section gives specific information related to transactions for a chosen date range. This includes data regarding transaction types, payees, descriptions, and running balances.
- Text - This type of report section offers a text field that users can use to add summaries or additional details to be printed along with the other sections in the report.
6. Add sections to the report as needed and click "Save Report" or "Save as copy" when finished.
To customize an Accounts section,
1. Add a title to the new section as needed.
2. Select the default fiscal year and month to be used for this section. Users viewing the report later will be able to change this as needed.
3. On the left side of the section, there are filtering options based on account type and depth.
- Account Type - Use the checkboxes to select or deselect the account types you want to include on the report.
- Chart Depth - Use the plus and minus buttons to show or hide additional depth under individual accounts or their parent accounts.
- Summary - To add a summary calculation, click here and use the plus and minus buttons to add chosen account types for the equation at the bottom of the section.
4. On the right side of the section, users can add up to thirteen columns as needed. When selecting a column, users will also select the date range to calculate for. Users can edit the column name as needed and click the "Add" button to add the column to the section.
- Budgets
- Chosen month and year - This option will add the budget total for only the chosen fiscal month and year.
- XX Months Before Chosen month and Year - This option will add the budget total for a single month preceding the chosen month and year. How far back the month precedes is dependent on the number selected by the user.
- Year-To-Date - This option will add the budget total from the beginning of the fiscal year to today's date, regardless of the chosen fiscal month.
- Year-To-Chosen month - This option will add the budget total from the beginning of the fiscal year to the end of the chosen month.
- This Year - This option will add the budget total for the entirety of the chosen fiscal year.
- XX Years Ago - This option will add the budget total for the entirety of the year before the chosen fiscal year. How far back the year precedes is dependent on the number selected by the user.
- Actuals
- Chosen month and year - This option will add the actual total for only the chosen fiscal month and year.
- XX Months Before Chosen month and year - This option will add the actual total for a single month preceding the chosen month and year. How far back the month precedes is dependent on the number selected by the user.
- Year-To-Date - This option will add the actual total from the beginning of the fiscal year to today's date, regardless of the chosen fiscal month.
- Year-To-Chosen month - This option will add the actual total from the beginning of the fiscal year to the end of the chosen fiscal month.
- This Year - This option will add the actual total for the entirety of the chosen fiscal year.
- XX Years Ago - This option will add the actual total for the entirety of the year before the chosen fiscal year. How far back the year precedes is dependent on the number selected by the user.
- Credits
- Chosen month and year - This option will add the total amount of credits for only the chosen fiscal month and year.
- XX Months Before Chosen month and year - This option will add the total amount of credits for a single month preceding the chosen month and year. How far back the month precedes is dependent on the number selected by the user.
- Year-To-Date - This option will add the total amount of credits from the beginning of the fiscal year to the today's date, regardless of chosen fiscal month.
- Year-To-Chosen month - This option will add the total amount of credits from the beginning of the fiscal year to the end of the chosen fiscal month.
- This Year - This option will add the total amount of credits for the entirety of the chosen fiscal year.
- XX Years Ago - This option will add the total amount of credits for the entirety of the year before the chosen fiscal year. How far back the year precedes is dependent on the number selected by the user.
- Debits
- Chosen month and year - This option will add the total amount of debits for only the chosen fiscal month and year.
- XX Months Before Chosen month and year - This option will add the total amount of debits for a single month preceding the chosen month and year. How far back the month precedes is dependent on the number selected by the user.
- Year-To-Date - This option will add the total amount of debits from the beginning of the fiscal year to the today's date, regardless of chosen fiscal month.
- Year-To-Chosen month - This option will add the total amount of debits from the beginning of the fiscal year to the end of the chosen fiscal month.
- This Year - This option will add the total amount of debits for the entirety of the chosen fiscal year.
- XX Years Ago - This option will add the total amount of debits for the entirety of the year before the chosen fiscal year. How far back the year precedes is dependent on the number selected by the user.
- Starting Balance
- Chosen month and year - This option will add the starting balance for the chosen fiscal month and year.
- XX Months Before Chosen month and year - This option will add the starting balance for a single month preceding the chosen month and year. How far back the month precedes is dependent on the number selected by the user.
- This Year - This option will add the starting balance for the chosen fiscal year.
- XX Years Ago - This option will add the starting balance for the year before the chosen fiscal year. How far back the year precedes is dependent on the number selected by the user.
- Ending Balance
- Chosen month and year - This option will add the ending balance for the chosen fiscal month and year.
- XX Months Before Chosen month and year - This option will add the ending balance for a single month preceding the chosen month and year. How far back the month precedes is dependent on the number selected by the user.
- Year-To-Date - This option will add the ending balance as of today's date, regardless of chosen fiscal month.
- This Year - This option will add the ending balance for the chosen fiscal year.
- XX Years Ago - This option will add the ending balance for the year before the chosen fiscal year. How far back the year precedes is dependent on the number selected by the user.
- Percent
- This option divides one column by another and reports the result as a percentage. Both columns must be added to the report before this calculation can be done.
- Difference
- This option subtracts one column from another. If the difference is negative, it is shown as a negative number. Both columns must be added to the report before this calculation can be done.
- Ahead/Behind
- This option subtracts one column from another. If the difference is negative, it is shown in parenthesis. Both columns must be added to the report before this calculation can be done.
5. Continue to add columns as needed. When finished, users can add another section or save the report for future use.
To customize a Ledger section,
1. Add a title to the new section as needed.
2. Select the date range to be used for this section. Users viewing the report later will be able to change this as needed.
3. On the left side of the section, there are filtering options based on account and transaction type.
- Select Accounts - Click "Edit Selected" to open a list of available accounts to select or deselect the account users want to include on the report. Click "Update" to save selections.
- Filtering - To filter based on transaction type, click here and use the checkboxes to select or deselect transaction types users want to include on the report.
4. When finished, users can add another section or save the report for future use.
To customize a Text section,
1. Add a title to the new section as needed.
2. Enter in any text supplement for the report. This can include treasurer notes, summaries, audit comments, or other additional explanations to be included.
3. When finished, users can add another section or save the report for future use.