If you have multiple licenses and therefore multiple branches in MyFundAccounting.Online, you may want to produce reports that combine all of your branches to give you an overall picture.
To do this, you can use the ‘Report settings’ option which you can find under the reports menu:
You will see the following page:
Give the settings option you are about to create a name so that you can recall it with ease in the future. It is best to give this a name based on the selection of branches you choose.
Click the ‘Groups/branches’ dropdown menu to select the branches you want to choose. You can simply tick the branches to include as shown below:
Then set the financial year range that you would like to report on.
You can also tick to merge common codes into one line and tick another box which would allow branch labels to appear (so for example, it would tell you which churches that code is pulling the information from eg ‘1101 Donations – St Luke’s, St Marks, St Matthews’).
Click the ‘Save and continue’ button to save these settings so that they can be used again in future and apply them to any reports that you want to view now.
Click ‘Apply and continue’ if you want to just apply the settings without saving them.
When you have finished reporting on the combined settings and wish to just report on one branch at a time, return to the ‘Report settings’ page from the ‘Reports’ menu at the top of the page. You will see it will have the name of the report settings you are using shown at the top:
Then select the ‘Delete Settings button’ at the bottom of the page:
This will not delete the settings you saved earlier; it will just turn the report settings off so that you can report on each branch individually.