"Custom" Finance Report

[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!

[russellhltn]

If you run a "income and expense" report on that account, what do you see?

[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.

[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.

[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.

[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).

[t0008sa]

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

[waltbristow]

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

[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.

[jdlessley]

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.