Easy Church Membership reports pledges and actual giving by either the member or the fund. Both, member or fund,will read the data from the same files. The list box will contain the information for the members pledge file and the members giving file. The query, report and graph functions available depend on the what is being viewed. The totals have fewer options than either month or date selections.
When the view window opens the default year will be the current year. The Show All is checked. Show All when unchecked will remove all gifts for all funds that have not been pledged. To view only the members who have pledged and their giving remove the check mark and click the Refresh button. When any change has been made to the year or the Show All check box the Refresh button must be clicked so the information can be recalculated and displayed.
View members total pledged and actual giving
The difference column calculates and displays where the member is in relation to his/her commitment. Green is the amount above and red is the amount down. The Totals section displays the total pledge and actual amount. When viewing the current year it is suggested that the Year to Date flag be enabled, checked.
The report and graph options are different with each view option. The image above has the least number of options. The image following has many more.
Member pledge and gifts for each day.
You can see that this view of each individual member weekly pledge and gifts can have a lot of information. For budgeting purposes we suggest using the monthly view option, either fund or member.
The reporting options for this level of detail are extensive. The combination of the query designer and the spread sheet and custom report options allow you to view a more manageable level of detail.