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Financial Software for Churches and Nonprofits

News and Tips from Shelby Financials' Product Owner

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Category: Ad Hoc Reports

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Shelby Financials Ad Hoc Report Update

March 1, 2021March 1, 2021 Alfred JohnsonLeave a commentAd Hoc Reports, Breaking News

In previous versions, the column heading descriptions when displayed and exported did not always provide a good description.  If you wanted to select two or more fields that have the same column name, i.e. “Name,” then the grid and export Read More

Getting Started with Ad Hoc Reports

March 10, 2020March 10, 2020 Alfred Johnson3 CommentsAd Hoc Reports, Breaking News, Financials Tips

Shelby Financials Ad Hoc Report utility is a simple, but powerful tool designed to help you create your own custom reports. Learn how to get started here.

AD HOC Giving Report

March 29, 2019February 19, 2020 Alfred Johnson1 CommentAd Hoc Reports, Financials Tips

I received a call from a church business administrator asking for help. The church is starting a campaign and the fundraising group required a report covering the past 19 years. I suggested using AD HOC Reports, and in just a Read More

Using Ad Hoc Report

June 11, 2018May 18, 2020 Alfred JohnsonLeave a commentAd Hoc Reports, Breaking News, Financials Tips

The steps below may provide all the information you need to get started using this new Shelby Financials reporting tool.  However, you also might like to review 3 lessons that will help you get the hang of it.  See Lesson links Read More

Introducing the New Ad Hoc Report Tool

April 20, 2018May 18, 2020 Alfred JohnsonLeave a commentAd Hoc Reports, Breaking News

The May release contains several new features, one of which is the Phase 1 Ad Hoc Report tool. Our hosted financial users have been requesting a replacement for v.5 ShelbyQUERY for some time.  So, we have been trying to build such Read More

Current Release: 11.1

Current release is 11.1

Release 11.2 is scheduled for 5/27/2021 and will contain new Remittance Sub-activities along with other accounting features

Will continue releasing changes on a frequent basis.

11.2 Release Notes

 

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