Finance Council Giving Import
Overview of NA113
Church Finance council will provide church giving figures that Yearbook needs to load into the system. Church Finance council will provide an Excel file listing the church giving figures. This usually happens in the later part of March or the early part of April.
The diskette will come in comma-separated format. Please see the instructions below for the necessary steps involved in loading the Church Finance council data.
1. Save the file as a comma separated file, named cfcXXXX.csv where XXXX is the year.
2. Remove dollar prefix ($) from amount columns.
3. Make sure column listed in the following order: Region, Church, BMF, BMF-CWF, Capital, Week of Compassion, Reconciliation, Designated, Blessing Box, Easter Offering, Pentecost Offering, Thanksgiving Offering, and Christmas Offering.
4. Remove row containing column labels
5. Open the file with Notepad and remove any extra lines at the end of the csv file, including the Grand totals line.
6. To import the file the first time:
- From the DDI Connect main menu, Name/Address System
- Double-click Reports
- Double-click 113 Finance Council Giving Import. The parameters screen will launch:
Be sure to utilize the proper base date (end of the last calendar year), filename, and set update mode to “NO”.
The following fields are available on this screen:
| Field | Description |
|---|---|
| Base Date | Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| File Name | Type the path and file name or click the folder icon to navigate to the file you wish to import |
| Update? | Leave this field at no to run the import in preview mode. To run in update mode, enter yes |
7. A report will be generated that lists the church giving information in region/church order. The DDI report should closely match the report provided by Church Finance Council. Report differences will be caused by rounding errors and the deletion of Blessing Box figures from the CWF column.
a. There may be negative numbers listed as well. The Yearbook staff will determine how they want to handle negative numbers. In the 2003 yearbook the regions told said to zero out the negatives.
b. Some church pins may not be present. The solution to this would be to rollup the individual results into the regional pin record.
8. Correct errors and rerun the na113 (Name/Address System, Reports, 113 Finance Council Data Import) job until all errors are removed.
9. Once final approval of the numbers is done, run the Finance Council Giving Import job (na113). Be sure to utilize the proper base date (end of the last calendar year), filename, and set update mode to “YES”.
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.
