"Custom" Finance Report

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
eblood66
Senior Member
Posts: 3426
Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Re: "Custom" Finance Report

Postby eblood66 » Tue Sep 01, 2020 5:29 pm

jdlessley wrote:What you are looking for is not possible. With the MLS Income and Expense report you will see at a glance who made the donations but you cannot create or modify a report to consolidate donations by donor.

That is correct although it may be possible to sort by donor by clicking the donor column header (I don't have access to MLS to check that). But even that will just group the donations. Adding the amounts for each donor would have to be done by hand.

russellhltn
Community Administrator
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Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: "Custom" Finance Report

Postby russellhltn » Tue Sep 01, 2020 6:31 pm

sbradshaw wrote:I'm not sure what you're using the report for, but keep in mind that donations are confidential, and the names of donors should not be shared with the missionary or her family. Also, usually donations aren't supposed to be refunded.

Good point. See General Handbook 34.4.3 and 34.4.9.
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