Updating Class Agent Report Fiscal Year Dates

Overview

Directions for updating fiscal year dates for the Class Agent Gift Report and the Class Giving Comparison Report on the Class Agent page in My CedarCrest for Alumnae Class Agents. 

Directions

Note: You must be a member of the Class Agent Admin group to do this. Contact Information Technology to request this. 

  1. Login to My CedarCrest at https://my.cedarcrest.edu.  Go to the Alumnae tab and click on the Class Agents page in the Left column. 
     
  2. At the top right hand corner of the Class Agents page, click on the wrench icon and choose Settings. 


     
  3. In the drop down list, choose the report you are modifying. You will need to change the dates for each report separately. 


     
  4. Enter the current Fiscal Year begin and end dates, then click Save Changes.  


     
  5. Repeat these steps for the other report. 
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