Stewardship Report

The Stewardship Report generated by the stewardship package process includes a giving summary, financial details for the period entered on the Financial Information tab, disbursement information, and fund recipient details. The information you enter in the Statement field on the Add a purpose screen appears at the top of the report.

After you run the stewardship package process, select Show report on the Recent Status tab. Select the sections to include in the report from Show sections on the Stewardship Report page. Then, select View Report to generate the report.