Custom Journal Page

You can customize the data that appears on the Journal page.

1. To customize the columns that appear, click Choose columns.

2. To select the columns to display, select the checkbox next to the column name on the Choose columns to show in the list screen.

3. To remove a column, clear the checkbox next to the column name on the Choose columns to show in the list screen.

4. To save your selections, click Apply changes. The Journal page uses the new column display options.

5. To change the order of the columns, click and drag the column names on the Journal page.

To view journal entry details, click the available link in the corresponding column. When you add columns, the new columns do not create a link to the journal entry details. The default columns include the following information.

• Date - Displays the journal entry create date.

• Name - When you view the journal as a household or split household, this displays the name of the household member.

• Type - Displays type of journal entry.

• Description - For gifts, pledges, payments, recurring gifts, split transactions, upgraded pledges, and disbursements, this displays the fund for the entry. For soft credits, it shows the soft credit amount. For recurring gift schedules, the installment amount displays. For notes, the first line of text appears. For contacts, the subject appears. For calendar items, the title appears.

• Received - Displays the received amount for any transaction entries. When the amount is negative, it appears in parentheses. The column is blank for notes, contacts, and calendar items.

• Pledged - Displays the pledged amount for any transaction entries. When the amount is negative, it appears in parentheses. The column is blank for notes, contacts, and calendar items.

• Attachments - Displays attachments to the journal entry. Journal entries that allow attachments include gifts, pledges, pledge payments, disbursements, recurring gifts, contacts and notes.