UPCIMinisters.com Missionary Project Reports -...
Transcript of UPCIMinisters.com Missionary Project Reports -...
UPCIMinisters.comMissionary Project Reports
Overview
• Four Primary Project Reports
1. Project Balance
2. Project Listing
3. Project Support
4. Project Details Report
Helpful Terminology
• “Project” is the overall account for a particular missionary, AIMer, field account or other ministry. Each project has a project number.
• “Special projects” are those specific categories of 2000 series funds in a GM project such as equipment, Bible Schools, Fare, churches, MK Education, etc. Only appointed missionaries raise “special projects”
Log-in
Missionary Services Tab - Projects
The menu is under “Resources for Missionaries” even though it appears to be under “Learn More About US”
Project Balance
Shows the amount of money is a particular project as of today
Project Balance
Project Balance
Project Listing
Allows for a search of all projects to find a specific project name and number
AIMers generally don’t need to use this feature
Project Listing Search
Project Support
Displays reoccurring PIM donors to the project
Project Support (donors)
Project Details
Using a date range, displays all transactions and donations for the project
Project Details
Project Details Date Range
Project Detail Report (download options – Excel & PDF)
Project Detail Report (donor list by date)