"Custom" Finance Report

12 postsstarted by t0008sa 2020-09-01 17:38 UTC1,827 viewsoriginal topic

Member

#1
2020-09-01 17:38 UTC

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

Community Administrator

#2
2020-09-01 17:43 UTC

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

Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.

davesudweeks

Senior Member

#3
2020-09-01 17:56 UTC

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

Member

#4
2020-09-01 18:01 UTC

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

Member

#5
2020-09-01 18:16 UTC

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

Senior Member

#6
2020-09-01 18:22 UTC

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

Member

#7
2020-09-01 18:47 UTC

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

waltbristow

Member

#8
2020-09-01 20:37 UTC

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

sbradshaw

Community Moderators

#9
2020-09-01 21:37 UTC

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.

Samuel Bradshaw • If you desire to serve God, you are called to the work.

jdlessley

Community Moderators

#10
2020-09-01 22:09 UTC

t0008sa wrote: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.

JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?

eblood66

Senior Member

#11
2020-09-02 00:29 UTC

jdlessley wrote: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.

That is correct although it may be possible to sort by donor by clicking the donor column header (I don't have access to MLS to check that). But even that will just group the donations. Adding the amounts for each donor would have to be done by hand.

russellhltn

Community Administrator

#12
2020-09-02 01:31 UTC

sbradshaw wrote: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.

Good point. See General Handbook 34.4.3 and 34.4.9.