trailing 12 month giving analysis

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trailing 12 month giving analysis

Postby dellio01 » Mon Sep 01, 2014 1:32 am

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.
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Re: trailing 12 month giving analysis

Postby dellio01 » Mon Sep 01, 2014 1:33 am

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.
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Re: trailing 12 month giving analysis

Postby jmuehleisen » Mon Sep 01, 2014 4:30 am

I like that idea.

let me put that on my to do list.
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Re: trailing 12 month giving analysis

Postby dellio01 » Wed Sep 03, 2014 1:02 am

jmuehleisen wrote:I like that idea.

let me put that on my to do list.


Thank you. Will be looking forward to it...
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Re: trailing 12 month giving analysis

Postby agrosh » Thu Oct 09, 2014 3:47 pm

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
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Re: trailing 12 month giving analysis

Postby jmuehleisen » Mon Dec 29, 2014 1:57 pm

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 2881 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 2881 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.
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