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How to access data no longer visible

Sylvia Simpson
10/8/2013 views(5924)

Often a church needs to get reports on data no longer visible on the reports page.  You can get the information you are looking for by changing the dates for the 'from' and 'to' date fields.  Please note:  you CANNOT just type in the dates you want.  Follow the below steps and you will be able to change the dates easily. 

   -   Position the cursor in the 'from' date field and a calendar will pop up

   -  Use this calendar to select the year, month, and day you want as a start

       -  Please know you must 'click' on each of the elements

  -  Do the same for the 'to' date

This should hold the dates entered and you will be able to access the information you are looking for.

Another way to see ALL the data reported for a church is:  from the 'filing page', scroll to the bottom and click on the 'Submit'.  The next page is a Thank You page.  Under the 'thank you' is an option to 'view/pring filings'.  If you click on this, you will see everything reported by the church and can print this or just copy the portion you want and paste it into either Excel or Word and manipulate it.

 

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