Financial Information
1. To export financial information, login to ShalomCloud. Then go to the url and add fintran_export to the end of the URL and enter.
2. The report will appear on the bottom of the screen as a CSV file
3. Save the report as a .csv file, using the name Financial Transactions.
Account/Demographic Information
To export all account/demographic information, several reports need to be generated and saved.
1. Family Report
- a. From the Queries dropdown select Families
- b. Highlight all fields in the Billing Status
- c. Scroll to the bottom and click Search
- d. Once the report generates, Export to spreadsheet
- e. Save the report as a .csv file, using the name Family Report
- f. If there are a large number of families, the family files may need to be split into multiple files. If this occurs, run the report each time selecting just a few billing status types, and save each report as a .csv file, using the name Family Report # of the report (e.g. Family Report 1 for the first file, Family Report 2 for the second report, etc.)
2. Member Reports
- a. From the Queries dropdown select Members
- b. Highlight all fields in the Billing Status
- c. Scroll down to Sort Field and click on every field
- d. Scroll to the bottom and click Search
- e. Once the report generates, several files' exports will need to be completed, 1,000 records at a time.
f. Save each report as a .csv file, using the name Member Report # of the report. The reports should be named in ascending order (e.g. Member Report 1 for the first 1,000 records, Member Report 2 for the second 1,000 records, etc.)
g. Click on the See next link until all reports are exported and saved.
Yahrzeit Information
Three reports need to be generated to obtain al yahrzeit information:
- From the Maintenance Menu, select Yahrzeit Relationships from the dropdown. Once run go to the URL and add .csv to the end and press enter
Save the report as a .csv file, using the name Yahrzeit Relationships.
- From the Maintenance Menu, select Add/Update Yahrzeits from the dropdown. Once run go to the URL and add .csv to the end and press enter
Save the report as a .csv file, using the name Add-Update Yahrzeits.
- From the Queries Menu, select Yahrzeits from the dropdown.
- a. Scroll down to the bottom of the page and click all fields and search
- b. Once the report appears select export to spreadsheet.
- c. Save the report as a .csv file, using the name Full Yahrzeit Report.
Reports
Once all exports are completed, generate the following Accounts Receivable Reports:
- From the Financial Dropdown select AR Reports by Family. The reports should be run twice, once by summary and once by detail. All reports should include fiscl year in caategory. Each report should by saved as .csv file using the name AR Report by Family – Detail and AR Report by Family – Summary, depending on which report is being saved.
- From the Financial Dropdown select AR Reports by Category. The reports should be run twice, once by summary and once by detail. All reports should include fiscl year in caategory. Each report should by saved as .csv file using the name AR Report by Category – Detail and AR Report by Category – Summary, depending on which report is being saved.