Exporting from Fellowship One

  1. Sign in to Fellowship One
  2. Go to reports (far right on menu bar)
  3. Search for G1050 (Core Giving Records v 3.0)
  4. Set the following criteria for Return Giving Records (who)
    1. Based on this date -> Received Date
    2. Week starts on -> Sunday
    3. Occurring within this Date Range -> Custom Date Range
    4. Occurring after this time: “Ignore This” (has to be done or report will error)
    5. Occurring before this time: “Ignore This” (has to be done or report will error)
    6. Belonging to Batches -> “Ignore This” (has to be done or report will error)
  5. Set the following criteria for choose fields and configure output:
    1. Page/Sheet … -> “Ignore This”
    2. Subgroup with Subtotal on -> “Ignore This”
    3. Multi Select Box -> Gift Columns to display
      1. All Trans by ID
      2. ACH,Check,Cash,BankCard
      3. Batch Date
      4. Batch Name
      5. Contribution or Receipt
      6. Contribution Attributes
      7. Contribution Subtype
      8. Create Date
      9. Fund
      10. Fund account Reference description
      11. Memo
      12. Recieved Date
      13. Reference (check number)
      14. Sub Fund
    4. Multi select box -> Contributor Columns to Display
      1. Contributor ID
      2. Contributor Full Name
      3. Contributor Last Name
      4. Email
      5. Phone Number
      6. Giving Unit ID
      7. Giving Unit Full Name
      8. Giving Unit Last Name
      9. Household, Individual or Organization (needed to get correct name)
      10. Mem/Envelope #
    5. Multi select box -> “Primary Address columns to Display”
      1. Ignore
    6. Multi select box -> “Grand total columns to display”
      1. Ignore
  6. Display total amount -> Yes
  7. Sort Records by “Received Date & Time”
  8. Output to labels -> No
  9. Choose an Output Type: -> “Excel”
  10. Run Report
  11. Click on the “Queue” link (top black bar) and when your report is ready download it to your computer.
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