This set of reports create export files to be used in other programs, such as Microsoft Excel® or Word®. You select data elements to be included in the export file. Multiple export formats can be saved.
For more detailed instructions on the CDM+ export process, see Exporting.
Giving Unit Export
Can be used to provide an envelope service with file.
You select date period and funds to include. Data elements include detail giving and/or total giving. Use “configure ranges” to limit to non-givers, givers only or to a range. NOTE: pledge elements are not available.
You select pledge FUND to report on and date period. Data elements include the various pledge elements, giving unit elements and address elements. To date giving IS available from pledge elements.