How to Use the Stewardship Report Sets
CDM+ was able to work with Stewardship and create report sets based off of some of Stewardship's most popular reports. You can find these pre-sets by following the steps below.
Make sure you Process Pending Donation prior to pulling any report. This is a great way to make sure your reports are up to date. You can follow these steps, https://help.suran.com/stm/process-pending-donations-gifts-97260306.html, to Processing Pending Donations.
- First, from the Welcome to CDM+ window, click on Donations under Donation Reports.
The new window that opens is the Donation Custom Listing and Exports window.
2. Depending on the information you are seeking you will search by either Deposit Date (the date the donations were deposited into your bank account) or Donation Date (the date the donation was made).
3. In this menu, you can also specify if you want a report on All funds or just Selected funds.
4. You can also search on the different Payment Types of the donations. This comes in handy when you want to see all donations, donations that were made through ACH or via a Credit Card (online donations), or donations that were made via Cash or Check that were manually entered.
5. Once you have decided what you want to search for, click on Columns from the left-hand side menu. This is where you will see the Stewardship report sets or create your own custom report.
6. To see existing Stewardship sets that have been previously created, click on the drop-down box next to set and select the set you wish to see.
7. Next, click on the "Configure Sorts and Totals button."
8. In this window is how you can choose how your data is organized. Popular sorting options include to sort by Deposit Date, Description, or by the Donor's name. You can also decided if you want the report to Subtotal any donations and/or to show the Grand Total for the date range that you selected. Save your changes at the bottom of the window.
9. In the Columns menu you can also rename your report if you plan show this report to others. The name of the report will appear at the top of your report when exported or printed.
10. If your report has several columns, a helpful tip is to change the view to landscape. To do so, click on Page Setup from the left-hand side menu and then click on Landscape in the drop-down box.
11. Now your report is ready to be previewed or to be exported. You can simply click on the blue Refresh circle button to see a preview or you can print or export your report as you wish. You can click on Expand from the left-hand side menu to see a larger preview of the report.
12. Once you have set up your preferences, you simply have to enter in your new search criteria next time you want to pull the report.
