Church360° New Ledger | Comprehensive Reports Training | June 10th, 2026

Learn how to build custom financial reports in Church360° Ledger, set up FASB statements, group accounts with report tags, and export your data to Excel. This step-by-step training picks up where the intro reports webinar left off and goes deeper into the Custom Reports Writer inside the Financial Reports section. If you have ever wondered how to add or remove columns on a balance sheet, compare this year to last year, or pull a report that shows more than what fits on your screen, this session answers it. Presented by Taylor Brown, Church360° support specialist. ⏱️ Chapters 00:00 Welcome and what this training covers 01:55 Coming soon: Bank Account Integration (how to request early access) 03:10 Agenda: custom reports and exports 05:31 Where reports live: the Financial Reports tab and Custom Reports Writer 08:15 Report actions explained: favorite, edit, view, and delete 11:55 Build a customized balance sheet: add and remove columns, add an actuals column 20:14 Compare this year to last year: a year-to-date balance sheet 28:33 FASB reports: Statement of Activities and Statement of Financial Position 29:14 Set up report tags to group your accounts 35:02 Create your own report tags (example: isolate one bank's accounts) 40:07 Five-year comparison: Statement of Income and Expense 42:32 Export a multiple-payee report from the General Ledger view 48:40 Export unreconciled transactions for reconciliation 52:42 Export and compare budgets across fiscal years 55:26 Export financial reports to Excel or CSV for editing and printing 58:35 Quick quiz: four questions 1:05:02 Q&A and closing ✅ What you will learn how to do - Customize a balance sheet in the Custom Reports Writer by adding, removing, and reordering columns - Add an actuals column to show activity between a starting and ending balance - Build a balance sheet that compares year-to-date this year against year-to-date last year - Generate the two FASB reports: the Statement of Activities and the Statement of Financial Position - Use report tags to include or exclude specific accounts in a report - Create your own report tag groups for assets and liabilities - Build a five-year comparison of the Statement of Income and Expense - Export a multiple-payee report from the General Ledger and summarize it with an Excel pivot table - Export unreconciled transactions so you can work your reconciliation outside the browser - Export and compare budgets across fiscal years - Export any financial report to CSV or Excel for further editing and landscape printing ❓ Questions this training answers - Can I reuse the same report template for different months? Yes. Build the template once against a chosen month, then view it for any month or fiscal year. The calculations stay relative. - Does an export only show what is visible on screen? No. Exports from views like the General Ledger and account details often include more detail than the browser shows, including debits, credits, and reconciliation statement dates. - Do reports have to show every account in an account type? No. Report tags let you include and exclude specific assets, liabilities, income, and expense accounts. - Can I edit or delete another user's saved reports? No. You can edit and delete your own reports and edit the built-in Church360° reports (saving a copy), but you cannot delete Church360° reports or change another user's reports. 🏦 Coming soon: Bank Account Integration We previewed an upcoming Bank Account Integration that pulls transactions from your bank directly into Church360° Ledger, similar to the existing Vanco and Paycor integrations. It will be available to everyone at full release. 📚 Resources and support Help Center: https://360members.zendesk.com/hc/en-us/categories/25482480040347-Ledger This webinar and other trainings are recorded and posted to the Help Center Questions? Email support@cts.cph.org or call 1.800.346.6120 Support hours: Monday to Friday, 7:30 a.m. to 5:00 p.m. CT You can also start a chat or send a message from the help icon inside Church360° Ledger About Church360° Ledger: Church360° Ledger is web-based church accounting software from Concordia Technology Solutions. It gives churches fund accounting, financial reports, budgeting, and reconciliation tools your office and council can actually read. #Church360 #ChurchAccounting #ChurchSoftware #FundAccounting #ChurchFinances #Bookkeeping #FASB #ConcordiaTechnologySolutions