"Custom" Finance Report

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
t0008sa
New Member
Posts: 43
Joined: Wed Mar 04, 2015 11:05 am

"Custom" Finance Report

Postby t0008sa » Tue Sep 01, 2020 10:38 am

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!

russellhltn
Community Administrator
Posts: 29335
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: "Custom" Finance Report

Postby russellhltn » Tue Sep 01, 2020 10:43 am

If you run a "income and expense" report on that account, what do you see?
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.

davesudweeks
Senior Member
Posts: 1879
Joined: Sun May 09, 2010 8:16 pm
Location: Oklahoma, USA

Re: "Custom" Finance Report

Postby davesudweeks » Tue Sep 01, 2020 10:56 am

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.

t0008sa
New Member
Posts: 43
Joined: Wed Mar 04, 2015 11:05 am

Re: "Custom" Finance Report

Postby t0008sa » Tue Sep 01, 2020 11:01 am

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.

t0008sa
New Member
Posts: 43
Joined: Wed Mar 04, 2015 11:05 am

Re: "Custom" Finance Report

Postby t0008sa » Tue Sep 01, 2020 11:16 am

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.

eblood66
Senior Member
Posts: 3428
Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Re: "Custom" Finance Report

Postby eblood66 » Tue Sep 01, 2020 11:22 am

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).

t0008sa
New Member
Posts: 43
Joined: Wed Mar 04, 2015 11:05 am

Re: "Custom" Finance Report

Postby t0008sa » Tue Sep 01, 2020 11:47 am

Thanks eblood66! I'll run over to the church and give that a try.

waltbristow
New Member
Posts: 39
Joined: Fri Jan 19, 2007 3:49 pm
Location: Lynchburg, VA, USA

Re: "Custom" Finance Report

Postby waltbristow » Tue Sep 01, 2020 1:37 pm

You're not thinking of refunding the 'excess' contributions, are you?

User avatar
sbradshaw
Senior Member
Posts: 5050
Joined: Mon Sep 26, 2011 8:42 pm
Location: Utah
Contact:

Re: "Custom" Finance Report

Postby sbradshaw » Tue Sep 01, 2020 2:37 pm

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.
Samuel Bradshaw • If you desire to serve God, you are called to the work.

jdlessley
Community Moderators
Posts: 8152
Joined: Sun Mar 16, 2008 11:30 pm
Location: USA, TX

Re: "Custom" Finance Report

Postby jdlessley » Tue Sep 01, 2020 3:09 pm

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.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center?


Return to “Local Unit Finance”

Who is online

Users browsing this forum: No registered users and 4 guests