trailing 12 month giving analysis

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dellio01
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trailing 12 month giving analysis

Post by dellio01 »

Is there any way to import this report into excel? I like to pull a 12 month report at the end of each month and then manipulate the data in excel. I can usually come pretty close to what we should expect for the next months giving.
dellio01
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Re: trailing 12 month giving analysis

Post by dellio01 »

by manipulate, I am not changing the data. I just add a column in excel and look over the past 12 months. Then I decide if I can expect support from that church this coming month. If so, I add the expected amount to the column I added in excel. Then I can just total the column I added.
jmuehleisen
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Re: trailing 12 month giving analysis

Post by jmuehleisen »

I like that idea.

let me put that on my to do list.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
dellio01
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Re: trailing 12 month giving analysis

Post by dellio01 »

jmuehleisen wrote:I like that idea.

let me put that on my to do list.
Thank you. Will be looking forward to it...
agrosh
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Re: trailing 12 month giving analysis

Post by agrosh »

This would be very useful for me. There are numerous times when I would like to export the Trailing 12 months of support to an excel spreadsheet so I can resort and filter those results in a variety of ways and then cut and paste it into other forms/formats. This functionality would simply my reporting to supporting churches and also my preparation of taxes in Papua New Guinea.

Andy
jmuehleisen
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Re: trailing 12 month giving analysis

Post by jmuehleisen »

I was looking over messages here on the forum today and ran across this thread again.

Then I remembered, the new report preview tool allows you to export reports as xls files.

So, actually, this feature is already built into the program.

Here's how to use it:

Step 1: Go to the Trailing 12 Month Giving Analysis Report. Select that item.
ss-trailing-12-months-step-1.gif
ss-trailing-12-months-step-1.gif (17.34 KiB) Viewed 15296 times
Step 2: Select your dates and say <Preview> the report. Let it crunch the numbers and generate the report preview.

Step 3: On the report preview toolbar, click on the <Save> icon and choose <Save as XLS>
ss-trailing-12-months-step-3.gif
ss-trailing-12-months-step-3.gif (7.93 KiB) Viewed 15296 times
Step 4: Save the name and location to save the xls file. The DM will generate a copy of the report in Excel and then you can work with is as you wish.

Let me know how that works for you.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
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