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"Custom" Finance Report

Posted: Tue Sep 01, 2020 10:38 am
by t0008sa
I have a returned missionary who has excess funds in her account. I want to be able to see who all the donors were and the amounts they donated. I'm currently going one-by-one after selecting donations, ward missionary account, and her name. There are close to 200 entries. Any suggestions? Thanks!

Re: "Custom" Finance Report

Posted: Tue Sep 01, 2020 10:43 am
by russellhltn
If you run a "income and expense" report on that account, what do you see?

Re: "Custom" Finance Report

Posted: Tue Sep 01, 2020 10:56 am
by davesudweeks
If I remember correctly, the standard report defaults to the current year. You can change to custom dates and enter a date far enough back that you should see everything on one report.

Re: "Custom" Finance Report

Posted: Tue Sep 01, 2020 11:01 am
by t0008sa
Pretty much the same thing, with the addition of the monthly $400 withdrawals. It shows the "Reference#" that I then have to click on to see the name of the donor.

Re: "Custom" Finance Report

Posted: Tue Sep 01, 2020 11:16 am
by t0008sa
Dave -- I did put in custom dates, but I still have to go one-by-one to look up each donation and who made it.

I'd like to see:
Sister Jones Donors 9/2018-9/2020
Smith $100
Jones $2000
Bryant $1500
etc.

I have to go to each entry, click on the Reference#, and then see who made the donation.

Re: "Custom" Finance Report

Posted: Tue Sep 01, 2020 11:22 am
by eblood66
You can do an income/expense report in MLS to get the information in that format. There isn't an equivalent report in LCR yet (unless it's been added in the last couple months).

Re: "Custom" Finance Report

Posted: Tue Sep 01, 2020 11:47 am
by t0008sa
Thanks eblood66! I'll run over to the church and give that a try.

Re: "Custom" Finance Report

Posted: Tue Sep 01, 2020 1:37 pm
by waltbristow
You're not thinking of refunding the 'excess' contributions, are you?

Re: "Custom" Finance Report

Posted: Tue Sep 01, 2020 2:37 pm
by sbradshaw
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.

Re: "Custom" Finance Report

Posted: Tue Sep 01, 2020 3:09 pm
by jdlessley
t0008sa wrote:I'd like to see:
Sister Jones Donors 9/2018-9/2020
Smith $100
Jones $2000
Bryant $1500
etc.

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.