In order to print reports to PDF, there are four steps that must be done the first time. They won’t need to be repeated.
In Jewel, go to Maintenance / Properties / General Tab. If the "Show "Print Setup" Before Printing" box is not checked, check it.
IMPORTANT! “Contribution Report – Detail” has donor names and donation totals, so should never be distributed to the church board. If you plan to email the “Monthly Reports” as a package, use step 2 below to remove this report from the regular monthly reports now so it is not accidentally emailed to the board.
While still in Maintenance / Properties, click on the “Reports” tab. Look for a report named “Contribution Report – Detail.” If you do not see it, or if you have a “Contribution Report – Summary” then you are fine. Click on the green “OK √” in the upper right to save your changes, and continue to step #3.
If you DO find “Contribution Report – Detail” in the list of reports, click on it to highlight in blue, then click on the “Delete” box just to the right. Jewel will ask if you are sure. Click “Yes.” Click on “Add” and then choose “Contribution Report – Summary” to replace it.
Once the “Contribution Report – Detail” has been deleted and the “Contribution Report – Summary” has been added, click on the green “OK √” in the upper right to save your changes, and continue to step #3.
Download the free CUTEPDF Converter. (Note: You can use the “Microsoft Print to PDF” printer that is already installed on your computer, but some like this converter much better.)
Click on the link: https://www.cutepdf.com/index.htm, then on “Free Download.” Click on the downloaded file and follow instructions. If your computer asks if you are ok with this program on your computer, say yes.
Your reports should now appear in your “Jewel Monthly Reports” folder. If they do not, ask for assistance to get the process set up. Once set up, it should be easier to find, name and save.
Consistency and System in naming your reports will help you in finding the one you want, once they are in the folder.
To save your Monthly Reports, start with the year, then the month, then the description. “2026-08 Monthly Reports.” This will keep them neatly in chronological order, with all reports for that month together.
You can save individual reports the same way, to the same folder. Example: Open “Financial Summary,” click on “Print,” name it “2026-04 Financial Summary Detail” (Using the correct year and month) and save it to the same reports folder on your desktop. Another one: “2026-04 Bank Rec Report.” Print, choose destination folder, name, save, done. That way, all reports from that same month will be lined up together.
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The original version of this page was provided to Jewel by the Georgia-Cumberland Conference Audit Team. Created by Linda McCabe.