qa.thundersoftware.com

[jkusner]

How Do You Create Giving Statements

[jkusner]

To produce giving statements go to the labels & letters window and click the giving option along the left side, then pick an output type like labels.

Enter two dates in the edit fields to retrieve gifts and tithes between those two dates, then click find.

You should see three buttons, Print Labels, Print Statements and Export.
To print giving statements you would click Print Statements.

If you just want to run a report to see some totals I've provided a couple of different queries below that you could copy and paste into the Freeform Query window. Just substitute a couple different dates in the format below then click the Run Query button. You can save the query on that window as well.

I hope this helps. Let me know if you have any other questions.
Jeff

-- THIS QUERY LISTS TOTALS BY GIVING FUND AND DATE BETWEEN
-- 2 GIVEN DATES (SUBSTITUTE DIFFERENT DATE PARAMETERS)

select 'Giving Date'=convert(varchar(10),giving_dt,101), 'Giving Fund'=giving_fund_desc, 'Total'=sum (value) from giving a, giving_fund b where a.giving_fund_id=b.giving_fund_id and giving_dt between '2007-01-01' and '2007-01-31'
group by giving_dt, giving_fund_desc
order by giving_dt

-- THIS QUERY LISTS TOTALS BY GIVING FUND BETWEEN
-- TWO GIVEN DATES

select 'Giving Fund'=giving_fund_desc, 'Total'=sum (value) from giving a, giving_fund b where a.giving_fund_id=b.giving_fund_id and giving_dt between '2007-01-01' and '2007-01-31'
group by giving_fund_desc
order by giving_fund_desc