LII Contributions - Reports: Contribution Reports

Routines on the Contributions Reports panel produce a variety of lists and other reports on the contribution and pledge records of each family or individual.

Documents for Donors

Statements/Letters/Receipts prints a letter and giving report to send to donors.

Individual Donor Record previews or prints a report of one person’s giving.

Pledge Reminder prints a letter or coupon to inform donors of their pledged giving.

Donor Lists provides nine different reports listing giving information for all or selected donors.

Statistical Analysis prints several reports that help analyze giving and/or pledge activity.

Fund Totals prints several reports with totals for all or selected funds.

YTD Summary Analysis shows several breakdowns of amounts and funds.

Check Statistics prints a summary of the checks that have been processed in a date range.

Pledge Reports drops down a menu listing various reports with pledge information

Pledge Analysis is a detailed analysis of giving towards donor pledges.

Pledge History prints donor pledge information only (no giving) for a selected fund.

Pledge Summary is a condensed report of donor giving towards a pledge.

Pledge Summary Analysis calculates the numbers and percentages of donor pledges within various dollar ranges.

Pledge Cash Flow Projection show the anticipated revenue for each period of a pledge campaign.

Batch_List lets you select a posted batch and print a copy of the posting report.

Inactive Persons identifies those with no giving activity.

Labels prints labels or envelopes for mailing statements to donors.

Tips

  1. The term pledge that appears on many Contributions reports can be reworded or eliminated on the Contributions Preferences screen.

  2. Contributions reports let you control the time period for which amounts will print. These reports print giving amounts in either or both of two formats:

Summary – Reports that print giving totals let you set the date range to use in calculating giving totals.

History – Reports that print individual giving transactions let you set a date range for the transactions to list. The History date range can be the same as or different from the Summary dates.

3  The Contributions Preferences screen lets you set the default date ranges for these two types of giving information. When printing a Contributions report, you always have the option to accept the default date ranges, or to change them for this specific instance.

Also See:

Donor Search Tips – How to Select the Right Donors

-

Documents for Donors

This Contributions > Reports icon drops down a menu with three report routines that print reports intended to be given to donors.

Statements/Letters/Receipts provides three formats for printing giving (and pledge) data for selected donors.

Individual Donor Record provides the basic same three formats plus a fourth for printing giving (and pledge) data for a specified donor.

Pledge Reminder prints letters or coupons to donors reminding them of their progress in fulfilling a pledge commi

-

Statements/Letters/Receipts 

This Contributions > Reports routine (Documents for Donors) prints your choice of three formats of giving information to be provided to selected donors. (Similar giving data for one donor at a time can be printed or previewed by printing a Donor Summary or History report for one Donor.)

Tips

When running end of year giving reports for your donors, set the date to the last day of that year when you print these reports. (The default date ranges on the opening window and on the Search Contributions tab are determined by the year that is set when you run the report.) Make sure that the Date Ranges you enter cover the full year for both -

The giving/pledge data you want to print (See Date Range below.), and -

The Contributions Search criteria that controls whose data will print.

2nd  Addresses print on statements if currently active.

Donors marked for Contribution Suppress on the bottom of the Personal or Family screens are excluded from this routine.

Select Option

First, select the option button for the type of giving information you wish to print:

  • Giving SummaryAccept this option if you want Logos to calculate and print the total amounts selected donors have given to all funds during the Summary date range you select. Individual transactions are not included.

  • History by dateSelect this option to add to the giving summary a listing of all individual transactions to all funds during the History date range you select.

  • Receipt optionSelect this option if you need to provide receipts to selected donors for specific contributions. Individual transactions within the Historydate range will print. When you choose this option, three check boxes become active:

    • Print giving summary on receiptIn addition to the specific transaction history, you may also print giving totals for the Summary Date Range(below). This check box has no impact if the Merge check box is selected.

    • Merge to WordMark this check box if you want to export a file that you can merge into your word processor. This data will differ from the data that is exported in this routine when this check box is not marked. Also some check-related data (e.g., check number, check amount) is exported that does not print in the same format on the standard receipt from within Logos. Most options in succeeding steps are dimmed, as they have no impact on the exported output.

    • Select by Batch - Mark this check box in order to see a screen later in the routine on which to choose one or more batches within the History DateRange below. This option allows separate printings when two or more batches are entered on the same date.

  • Quarterly - Select this option to generate donation statements reporting quarterly totals. The Summary date range below will always default to the current calendar year.

  • Solicitation - Select this option to generate a letter specifically tailored to requesting increases in giving. The two Level Amt fields will become active, allowing you to define two levels of percentage increases, which will calculate two suggested weekly increases in giving based upon the total contributed in the date range listed in the Summary area below.

Note: Selecting this option will also activate a Solicitation Request text box on the fourth step of this process, for you to define text specific to the solicitation request. In that box, you will need to use these two tags in order for the calculations you defined to display: <<solicitation1>> and <<solicitation2>>.

  • Print $0.00 Statements - Mark this check box if you are going to use Search Criteria other than giving and/or pledge activity (Contributions tab) and you want statements/letters to print for selected persons who have not given or pledged within the date range selected below. For example, you could search on the Family tab for all Members who have been defined as Active Donors. If this check box is marked, a statement showing no activity will print for any selected persons who have not given or pledged within the date range.

  • Print Labels - This check box is visible only if you have installed Logos Mail Manager. Mark the check box if you want Mail Manager to CASS Certify and Presort your statements or receipts. When marked the final screen of this routine will display the CASS Certify and Presort buttons ahead of the usual Output Destinations. See Using Logos Mail Manager with Statements/Letters/Receipts.

  • Select Multiple Funds - Mark this check box if you want to exclude one or more Regular Active funds from printing on the Statement or Receipt. When marked, after you define the format options you prefer, the Select Funds screen opens on which to indicate any funds to exclude.

  • Show currency symbol - Mark this check box if you want to add a dollar sign to all amounts that print on the reports.

  • Separate Pledge/Non Pledge Summaries - Mark this check box if you want to list and total funds for which pledges have been defined separately from all other funds. With User Reports, you can also add separate "Title" functions as headers that print the totals given to all pledge funds and to all other funds. For information on these functions, while editing the report, pull down the Help menu and select Logos II Contributions Report Functions from the Contents tab.

Date Range

Next, select from the active option(s) the date range(s) appropriate to the report format you selected.

Tips

The Contributions Preferences screen (File menu) lets you set the default date ranges.

The date range shown here determines the giving/pledge data that will print. The Summary Starting Date also defines the calendar year for which $250 or more gifts will be listed, if that option is selected on the next screen. When you get to the Search Criteria screen, the date range on the Contributions Search tab determines whose data will print. Thus, if the date range here is correct, but the date range on the Search tab is for a different year, you will end up printing reports on the current year's giving, but only for donors who gave in the other year.

Summary Date Range

Accept or change the Starting and Ending Date for the giving totals you want Logos to calculate for the fund summary and the Total Given and Total Pledged. (These dates are dimmed if you selected the Receipt option, unless you also marked the Print giving summary... check box.)

If this date range is for a full calendar year, the "Total Given" and "Total Pledged" header will print the year (2010).

If this date range crosses a year boundary or is for a partial year, the "Total Given/Total Pledge" header will print the Summary Date Range.

If you want the totals to show only the Year to Date, be sure to enter the desired Ending Date. This will cause the routine to ignore any posted contributions after the Ending Date. Also, pledge amounts will not calculate beyond that date.

History Date Range

These dates should always be the same as the Summary Date Range or for a period or date within that range. These dates are active when the Giving Summaryoption is selected, even though no History will print with that option, in order to allow the selection on the next screen of the option to Print not deductible incomewithin this date range.

Accept or change the Starting and Ending Date for which you want to see individual giving transactions.

If you selected the Receipt option and want to list only gifts received on a single date, the Starting and Ending Date should be the same.

Select Next to see further options for the report chosen.

Financial Data to Include

The Statements/Letters/Receipts routine uses this second screen to let you identify whether certain financial data is to be included. If you chose the Receipt option, some items are dimmed. To save these selections to your System Settings, as well as those made on the next screen, click the Finish button on the Output Destination screen when ready to exit from this routine.

Select options:

  1. Select one or more of the check boxes on this window.

  • Print $250 + listing for IRS for Calendar Year: 2010

Check this box to print a separate list of all individual gifts of $250 or more for the year shown. (This function looks at the total amount given by a donor on a date, regardless of the breakdown to separate funds or submission of separate checks.)

The Summary Starting Date (previous screen) determines the year for which this data is desired.

This $250+ option is not available on the Receipt.

  • Print IRS Disclaimer

Mark this check box to print text declaring that the income listed meets the requirements for claiming a tax deduction. When you mark the check box, the text box becomes active allowing you to edit the statement. To save a change to this text in your System Settings, select the Finish button on the Output Destination screen.

Mark this box to add to the giving summary the amounts given and pledged to any fund(s) extending beyond a single calendar year. All giving to the Multi-Year pledge campaigns will print regardless of the date range of the donor's pledge or the duration of the pledge campaign. This option is not available on the Receipt.

  • Limit Multi-Year Total to Summary Ending Date — Mark this check box if you do not want the total amount given over the life a multi-year pledge to include any contributions received after the Ending Date of the Summary Date Range. Use this options when additional giving to a multi-year fund has been recorded after the Summary date range and you do not want it included in the Multi-Year total.

  • Print not deductible income

Check this box if you want any non-tax-deductible income to be reported in this statement. (Non-deductible amounts must be assigned to funds that are defined for that purpose. See the Contributions screen in Preferences on the File menu.) When you mark the check box, the text box becomes active allowing you to edit the statement. To save a change to this text in your System Settings, select the Finish button on the Output Destination screen.

Individuals who have given ONLY to a non-deductible fund will not receive a statement, even with this box checked. The statements are for tax purposes, therefore ONLY non-deductible giving does not require a statement. To generate reports for ONLY non-deductible givers, use the Donor Lists > Non Deductible options.

  • Print one fund only

Mark this check box if you want to print a giving summary and/or transaction history for one specific fund. If you mark this box, a combo box becomes active so you can identify the fund you want to print. Also, the Print $250+ and Print IRS Disclaimer check boxes are disabled. This is because the $250+ function is required to show all giving by a donor on a date regardless of fund. Also, a statement that lists only one fund would not be a complete record of giving that a donor would want to use in reporting to the IRS.

Format Items to Include

The Statements/Letters/Receipts routine uses this third screen to let you identify the format options you prefer for your statements/letters/receipts. To save these selections to your System Settings, as well as those made on the previous screen, click the Finish button on the Output Destination screen when ready to exit from this routine.

  • Print your organization name and address at top of page

Mark this check box if you want to print the organization's name and address at the top of the page. Do not mark this check box if you will run the letters on pre-printed letterhead.

  • Blank lines at top of page

You may increase (up to 6) the number of blank lines at the top of the page. This is primarily for use when printing your organization information, but can also be used to shift the report data on the page. The report automatically leaves 1/4" at the top of the page. Any blank lines you request are in addition to that basic margin.

  • Print in Dual Windowed Envelope

Mark this check box to format the church and donor name and address to fit standard double-window envelopes such as Office Depot's #423-236 and Staples' #266 759. Marking this check box will increase the space between the bottom line of the address and the data that prints below it. Thus, if you add Personalized Text to the report, marking this check box will increase the space above the Salutation or letter text.

NOTE: Manufacturers may vary the position and size of the windows, as well as the size of the envelopes themselves. Because of that, as well as font variations among printers, you may need to experiment with the number of blank lines you insert and where you fold the page.

  • Print Date on letter

Mark this check box to print a date on the statement, letter, or receipt. You then activate two further options:

  • Enter Date

The current date shows in the text box. You may enter a different date if you desire.

  • Print as text

Mark this check box if you want the full text of the date to print (i.e., April 11, 2010 instead of 04/11/2010).

  • Envelope Number

Check this box if you want the person's envelope number to print. You then may choose which envelope number to use:

  • Active Env # – Accept this option to print the person's currently defined Active Envelope Number. If your donors retain the same number from year to year, use this option.

  • Prior Env # – Select this option to print the person's Prior Envelope Number. Use this option if you reassign envelope numbers at the start of a new year and this report prints contributions given while the prior number was used.

  • Personalized letter text (select Next)

Mark this check box if you wish to add a personalized letter along with the selected giving information.

If you do mark this box, selecting the Next button will open the Letter Text window in which to enter and/or edit such text.

If you do not mark this check box, no personalized text other than name, address, and envelope number will print with the giving statement for each selected donor.

Select the format of the salutation line ("Dear...") by choosing one of the option buttons that become active when you mark the Personalized letter text check box.

This feature gives you the option to vary the salutation format from that of the donor name that prints above the address. The name format is controlled by the Name Format settings in Preferences. Thus, by setting Name Format to use titles, your letters can be addressed formally (Mr/Mrs Austin Auberge), with an informal salutation (Dear Austin and Autumn:).

  • Formal Salutation - Titles will be used if they have been entered into the individual records regardless of the Name Format setting in Preferences.

  • Informal Salutation - Titles will not be used regardless of Name Format settings

  • Omit Salutation - The salutation line will not print. Select this option if you mark the Suppress Individual Name if Organization check box.

  • Suppress Individual Name if Organization

Mark this check box if you do not want statements for organizations to print the name of an individual.

Select Next to proceed to Logos' Search procedures or the Letter Text window. (If printing Receipts, and you marked the Select by Batch check box on the initial screen, and you did not mark the Personalized letter text box on this screen, you will first see the Batch selection screen on which to unmark any batch for which you do not want to print receipts.)

This box is active when Logos Email has been selected in Preferences. Mark this box if you are going to use the Email via PDF option, which allows you to send your statements to your donor's via email. This box will activate an additional step where you can customize the content in the body of the email.

Personalized Letter Text

This screen is used in the Statements/Letters/Receipts and Pledge Reminder routines if you mark the option to print a personalized letter.

Enter Opening and Closing Paragraphs

  1. Type one or more paragraphs of text you want to print in every letter above the financial information. The text box scrolls to accommodate input.

Variables - You may insert one or more of these variables in the body of your text to print specific data from the donor record. In each case, the opening and closing brackets must be included. These variables can only calculate within the Summary and/or History date ranges defined for the report. Thus, they cannot reflect any pre-paid giving to a pledge.

<<GIVENSUMMARY>> - Total given to all funds in Summary date range (If printing a Receipt without a Summary listing, this variable will print a zero (0), as no Summary range has been defined.) You may insert a dollar sign in front of this, or the other variables below, if desired. Or use this "transform" statement -

<<transform(GIVENSUMMARY,"$$9,999,999.99")>> – Prints the same total amount, but formats it to include a "$" before the amount, inserts commas, and prints cents. Thus, <<GIVENSUMMARY>>, as well as the other variables that print amounts will simply print the whole dollar number (e.g., "1700"), while the "transform" statement will change it to "$1,700.00".

<<GIVENHISTORY>> or <<transform(GIVENHISTORY,"$$9,999,999.99")>> - Total given to all funds in History date range (If the Giving Summary option was selected on the first screen, or if a person has not given within the History date range, this variable will print a zero (0).

<<FUND>> - Name of the fund selected in the Print one fund only check box

<<GIVENTODATE>> or <<transform(GIVENTODATE,"$$9,999,999.99")>>- Total given to the fund specified

<<PLEDGE>> or <<transform(PLEDGE,"$$9,999,999.99")>>- Total pledged to the selected fund

<<PLEDGETODATE>> or <<transform(PLEDGETODATE,"$$9,999,999.99")>> - Amount pledged to date for selected fund

<<DIFFERENCE>> or <<transform(DIFFERENCE,"$$9,999,999.99")>> - Difference between <<PLEDGETODATE>> and <<GIVENTODATE>>

<<REMAINING>> or <<transform(REMAINING,"$$9,999,999.99")>> - Difference between <<PLEDGE>> and <<GIVENTODATE>>

  1. Press Enter to start a new paragraph.

You may press Enter to manually insert one or more additional blank lines after your text to separate it from the financial information that follows.

  1. Press Tab to move to the second text box, where you type text that will print after the financial information.

Enter Closing Greeting/Name/Title

  1. Enter a closing line of text, plus the Name and Title of the person sending the letter.

Tips

Be cautious about how much text you type, as this simple text editor is limited in its ability to handle page breaks efficiently, other than between each donor’s record. The giving information that prints will vary in length depending on how many funds are in each record, and whether or not you print transaction history. For that reason, we recommend that you do not print the History of all transactions if using this feature. Provide only the Summary, instead. For the relatively few donors who may have questions about the totals provided, you can easily print a detailed report using theDonor Record routine.

To save this letter text to your System Settings, as well as selection on the prior two screens, select Finish on the Output Destination window after you print or preview the report. If you want to save multiple letters, highlight all the text in a text box and press Ctrl+C on your keyboard. Then paste it (Ctrl+V) into a word processing file. Repeat the procedure with the text in the other box. When you wish to reuse the text, copy it from the word processing file back into the Logos text boxes.

Many users who want to print a full letter find it works best to print the letter in their word processor, and then within Logos run only the Statements, without the personalized text.

Add Signature Graphic

  1. Click the Signature Graphic button to open a window in which to locate a graphic file of a signature to print on all statements. To remove a signature graphic, click the Clear Signature button.

  2. Select Next to move to Logos’ Search procedures to identify the donors for whom a report is to print and then the Sort order in which to sequence them. (If printing Receipts, and you marked the Select by Batch check box on the initial screen, you will first see the Batch selection screen on which to unmark any batch for which you do not want to print receipts.)

  3. You then move the Output Destination window where you may preview, print or export the report. If you selected the Print Labels check box on the first screen, you will see the Logos Mail Manager CASS Certify and Presort buttons to use in sequencing and printing the labels or envelopes and Postal Service forms before printing the statements.

Email Body

This HTML editor screen is used in the Contributions> Statements/Letters/Receipts and Event Registration > Statements routines if you're planning to email the statements to your donors/registrants, and you mark the box to edit the Email Body. It's also used in the Send Email routine. In all cases, you must be configured to use Logos Email.

The screen is initially blank. Or, if you have previously defined an email body message, that message will display. To create a message or edit an existing message, click the Edit Email Body button.

NOTE:

Each report option within the Statements/Letters/Receipts routine allows you to define an email body message. So, when printing a Giving Summary, you'll see a different message than if you select the History by Date option.

Edit Email Body

You may type text directly onto the blank page of this window or paste text that you copy from a document. Press Enter to move to a new paragraph to add or edit another announcement.

After entering or pasting text, use the command bar icons to format the announcement.

Formatting Icons

image\HTML_Edit_Icons.gif

Cut (Scissors) – Use to cut any highlighted text you wish to remove or move to another location.

Copy (Pages) – Use to copy highlighted text you wish to retain where it is and also place it in another location. You can copy all or part of the Announcement text and then paste it into the identical routine in Logos Accounting. Type Alt+A (Select All) if you want to select and then copy all elements in the announcement (including a picture).

Paste (Clipboard/Page) – Use to place cut or copied text at the current cursor position.

Undo (Curved Arrow) – Use to cancel the most recent action. Repeat to cancel prior actions.

Redo (Right Arrow) – Use to restore cancelled actions.

Align Left/Center/Right/Justified – Use to define the alignment of the paragraph with the current cursor position.

Formatting Bullets/Numbering – Use to add leading bullets or numbers to the highlighted paragraphs.

Decrease/Increase Indentation – Use to shift the highlighted paragraphs to the left or right.

Insert Horizontal Line – Use to separate the current paragraph from the next one.

Create a Hyperlink (Globe) – Use to open a window in which to define a link to a location for the highlighted text. The default Type is http: and you type the address in the URL field. (The http and https options will open a browser when a user clicks on the link. The mailto option attempts to open your email system when a user clicks on the link.) Select OK to apply the hyperlink to the highlighted text.

Insert Picture (Image) – Use to open a window in which to locate a graphic to place at the cursor position with your text. You can enter Alternate Text to display if the original file is moved or deleted, plus Layout and Spacing entries. When you click OK in the Picture window, the image displays. You can click on it and then drag the edges to decrease or increase the image size.

Font – Select the font style for the highlighted text.

Size – Select the size you desire for the highlighted text.

Bold/Italic/Underline – Set the highlighted text to boldface, italic and/or underlined.

Font/Background Color – Select the color to apply to the highlighted text and/or behind that text.

Remove Formatting – Use to clear all formatting from the highlighted text.

Save Email Body

Save (Disk icon) – Select this icon to save your email body and close the HTML Editor window.

 

-

Individual Donor Record

This Contributions Reports routine (Documents for Donors) previews or prints your choice of four reports for a specific donor. Pledge information will also print if the Print Pledge check box is marked on the Preferences > Contributions screen.

The History Option report can also be printed from within a donor's People record by selecting the Print Contributions button on the  Contributions tab. This tab is hidden if a person is blocked (Maintain Users) from access to this specific People function.

Similar giving data, with the option of printing text for a letter, can be printed for selected donors by using the Statements/Letters/Receipts routine.

This report differs from other Contributions reports in that, if giving activity has been entered into both the Head (.01)and the Spouse (.02) records for a married couple defined as Joint, the amounts are combined into a single report. Other reports will separate any such giving into two records. (Ordinarily, all giving activity for a Joint record is stored with the .01 ID number. Event Registration fee payments are stored with the ID number of the specified registrant.)

Select Option

First you select the option button for the report you wish to see:

  • Giving Summary Only

This report prints the totals given (and pledged) to all funds during the Summary date range you select. Individual transactions are not included.

  • If this date range is for a full calendar year, the "Total Given" and "Total Pledged" header will print the year (e.g., 2010).

  • If this date range crosses a year boundary or is for a partial year, the "Total Given/Total Pledge" header will print the Summary Date Range.

  • If you want the totals to show only the Year to Date, be sure to enter the desired Ending Date. This will cause the routine to ignore any posted contributions after the Ending Date, and it will not calculate any pledge amounts beyond that date.

  • History Option

This report prints a giving (and pledge) summary and lists individual transactions to all funds during the History date range you select.

  • Receipt

This report prints a receipt to a donor for a specific contribution as it lists individual transactions within the History date range you select. If you choose this option, a check box becomes active letting you request a giving summary to also print on the receipt.

  • Comparative

This report prints a comparison between two funds or two date ranges for the same fund. When you select this option button, the Compare with Prior Pledge/Giving fields become active, allowing you to select the funds to compare. The Summary Date Range will be used for the first Fund selected and the Comparison Summary for the Compare Fund chosen.

Items to Include

These check boxes control whether to include the information indicated.

  • Show multi-year pledge/giving - Mark this check box if you also want to see the selected donor's giving (and pledge) activity to a multi-year campaign. This option is active for the Giving Summary and History reports.

  • Show Voided Contributions - Mark this check box if you want the History listing to include any items that were voided after posting. If you have viewed a donor's record and then wish to change this setting, you must either first select a different donor and preview the report or close and then re-open this routine.

  • Print not deductible income - Check this box if you want any non-tax-deductible income to be reported on this report. (Non-deductible amounts must be assigned to funds that are defined for that purpose. See the Contributions Preferences screen on the File menu.)

Date Range

Next, select from the active option(s) the date range(s) appropriate to the report format you selected. (The Contributions Preferences screen (File menu) lets you set the default date ranges.)

Summary Date Range

Accept or change the Starting and Ending Date for the giving totals you want Logos to calculate.

History Date Range

Accept or change the Starting and Ending Date for which you want to see individual giving transactions. If you selected the Receipt option and want to list only one day's transaction(s), the Starting and Ending Date should be the same.

Compare with Prior Pledge/Giving

These fields become active when the Comparative report option is chosen above.

Comparison Summary

Accept or change this date range to set the period to use for the Compare Fund. These dates can be the same as or different from the Summary Date Range.

Fund – Select the fund to use as the base for your comparison, using the Summary Date Range defined above.

Compare Fund – Select the fund to compare with the first fund selected. You may select the same fund if you want to compare activity for that fund within the Summary Date Range and the Comparison Summary.

Select Next to proceed to Select the Donor whose record you want to see.

If the person you select has no giving history, an alert will pop up: "No contributions found. Select another person." Click OK to close the alert window.

If the person you select has no giving or pledge within the date range selected above, the donor's name and address will print, and the Total Given and Total Pledge will show 0.00. You can select the Back button to return to the initial screen and extend the date range, then preview or print the report again to see if that donor had activity within the new range.

-

Pledge Reminder

This Contributions Reports routine (Documents for Donors) prints a personalized letter (similarly to the Statements/Letters/Receipts routine) or coupon, updating donors on the progress of their pledged giving. Both formats show the—

  • Total Pledge amount (Total Pledged = Total Installment + Initial Deposit)

  • Total Amount Given towards that pledge (See Notes below.)

  • Amount Remaining to fulfill the total pledge

  • Amount Promised to Date (See Notes.)

There is an option to print a "Payment Due Amount," which is the difference between the Promised to Date amount and the Amount Given. See Notes.

NOTES

The Amount Given that prints on this report includes contributions recorded within the date range of the fund’s pledge drive (or for the individual donor, if different<) plus any "pre-paid" contribution that was been made before the Start Date. The Individual Donor Record and Statements routines will print a separate listing for Prior Year Giving Towards Current Year Pledge.

The Pledge Range that prints indicates the first and last installment defined for each donor, and may differ from donor to donor. If the Frequency set for a pledge is Life of Pledge or Annual and there is only one inst allment date defined, the Pledge Range will be the date of the pledge campaign itself.

The Promised to Date and Payment Due amounts calculate from the installments with Due Dates as of the end of the current Period (as defined by the Period Ending date on the first screen of this routine).

The  Pledges routine has an option to  Suppress Reminder. If that check box is marked for a donor, no reminder will print for that person. That setting can also be used with other reports when one of three Select by Date options is chosen on the Search Criteria > Contributions > Advanced Options 

DIRECTIONS

Fund Number
Select the fund to which people have pledged.

Notification Date
Enter the date that you want to print on the pledge reminder. This will normally be the date on which the report is run.

Pledge Period Ending
Enter the date that you want to use in calculating Promised to Date and Payment Due amounts. Thus, if you want to alert people on the status of the pledge as of the current period (i.e., month), enter the first day of this month. If you want the Pledge to Date amount to include the next period (month), enter the first day of the next month.

  • Print Payment Due Information
    Mark this check box if you want the reminder to calculate and print the amount the person should now pay in order to be current as of the Period Ending date. See Notes above for information on the Payment Due calculations.

Coupon or Letter
Mark the option button for the reminder format you prefer.

  • Coupon ¯ Prints three reminders per page, with a stub the donor can return with the next contribution.

  • Letter ¯ Prints a personalized letter with the following format options, which will be saved to your System Settings when you click the Finish button on the Output Destination screen at the end of this routine:

  • Organization Name/Address ¯ Mark this check box if you are printing to blank stock and want the Name and Address from the Preferences > Organization screen to print at the top of the page.

Blank lines at top of page if using letterhead ¯ You may set up to 10 blank lines.

  • Print Barcode w/address ¯ Mark this check box if you want to print a barcode (added to addresses when you CASS Certify them).

  • Print in Dual Windowed Envelope ¯ Mark this check box to format the church and donor name and address to fit standard double-window envelopes such as Office Depot's #423-236 and Staples' #266 759.

NOTE: Manufacturers may vary the position and size of the windows, as well as the size of the envelopes themselves. Because of that, as well as font variations among printers, you may need to experiment with the number of blank lines you insert and where you fold the page.

Salutation ¯ Select the format of the salutation line ("Dear…") by choosing one of the option buttons.

This feature gives you the option to vary the salutation format from that of the donor name that prints above the address. The name format is controlled by the Name Format settings in Preferences. Thus, by setting Name Format to use titles, your letters can be addressed formally (Mr/Mrs Austin Auberge), with an informal salutation (Dear Austin and Autumn:).

  • Formal Salutation - Titles will be used if they have been entered into the individual records regardless of the Name Format setting in Preferences.

  • Informal Salutation - Titles will not be used regardless of Name Format settings.

  • Omit Salutation - The salutation line will not print.

Select Next to proceed to the screen where you enter letter text (if you marked the Letter option button) or the Search Criteria window where you select the donors who are to receive the reminder. From there, Select Next again to define Sort Criteria and then to reach the Output Destination screen.

-

Donor Lists

This Contributions > Reports routine lets you choose one of nine donor reports, each with several options.

Select Option

Select the option button for the donor report you wish to print:

Items to Include (Availability varies with report chosen above)

Organization Name - All reports will print the Organization Name, if any has been defined, for the selected records.

  • Print Online Transactions Only — Mark this check box if you want the report to include only online activity recorded through Logos Ministry Connect.

  • Include Voided Transactions — Mark this check box if you want to include transactions that have been Voided in selecting the donors that print.

Date Ranges

Depending on the report selected, you may set the date range for the giving information you want to print. (The Contributions Preference screen [File menu] lets you set the default date ranges.)

Summary Date Range

When active, accept or change the Starting and Ending Date for the giving totals you want Logos to calculate. If this period is for a portion of the calendar year to date, some donors may show 0.00 in the Amount column if their giving was outside the date range requested.

Pledge Note: To see the total amount of donor pledges, set the date range to match the date range defined for that fund in Preferences. A shorter date range will print the Pledge amount based on the installments that are due within that date range, which may not be an accurate indicator of pledge activity, depending on thefrequencies entered for donor pledges.

History Date Range

When active, accept or change the Starting and Ending Date for which you want to see individual giving transactions.

Next

Select Next to proceed. The screen that opens varies depending on the report chosen:

All reports except the Donor Master List automatically select those who have given or pledged to the selected fund(s) in the date range indicated, thus no Search Criteria entries are required for those reports unless you want to further limit the report (e.g., only Members or people in your local area, etc.). Because these reports pre-select people based on their giving or pledge activity, the Contributions Advanced Options that locate those with No Giving or No Pledge will return an alert stating "No records match your criteria." Use the Donor Master List (or any People > Reports routines) to print a list of people who have not given or pledged.

Donor List by Fund, All Donor Funds and Comparative allow sorting the list in order by the total amount Pledged or Given within the date range defined for the report. When either sort option is used with the Comparative report, the donors are listed in order of the combined giving or pledge between the funds or date ranges selected.

-

Statistical Analysis

This Contributions > Reports icon drops down a menu listing several reports that are useful for analyzing giving activity. These reports default to the current calendar year.

Select Report

From the drop-down menu, choose the report you wish to print:

Fund Totals — This option lets you choose from several formats that print totals given to a fund or all funds. No information prints on any individual donors.

YTD Summary Analysis — This option prints a report showing the percentage of contributors whose gifts for a date range that you select are within various dollar ranges that you determine. No individual donor information prints, but you may choose to compare giving by several categories of donors.

Check Statistics — This option prints a breakdown of the checks processed in a date range you define. For each month, you see the number of checks, the Minimum and Maximum Amounts and the Total Amount.

-

Fund Totals

This Contributions Analysis Report provides several options in determining what data will print. Any fund(s), including Non Deductible funds, can print on these reports.

Select option

  1. Select the option button for the report you wish to print, then choose the fund or month as appropriate in the relevant combo boxes below:

  • All funds/all months - Select this option to list the amounts given to every fund for each month of the current year, then adds the year-to-date totals for each fund.

  • All funds/YTD totals - Select this option to print the totals given to every fund thus far in the current year, omitting the amounts for each month.

  • All funds/one month - Select this option to print the totals given to all funds for one selected month.

  • One fund/all months - Select this option to print the total given to a selected fund, for all months.

  • One fund/YTD totals - Select this option if you want to select a specific fund for which you want to print the YTD totals given and pledged.

  • One fund/one month - Select this option to print the total given to one fund in a specific month plus the YTD total for that fund. When the two scroll lists become active, select the fund, and then the month for which you want the total given.

  • Main fund/sub funds - Select this option to select a main fund, then print the totals given to each of its sub funds and a grand total for the entire main fund.

Summarize Sub-Funds - This option becomes active when one of the first three options above is selected.  Mark this check box to combine any Sub-Funds linked to a selected Main Fund, printing one combined total.

Chart -- When User Reports is installed, the first two reports have this option on the Output Destination screen, allowing viewing, printing and editing a chart of the report data.

-

YTD Summary Analysis

This Contributions Analysis Report provides several options in determining what data will print for regular funds. Non-Deductible funds are not included in this routine.

Select Fund

  1. Select from the list box the fund that you want to analyze:

0.0000 (All funds – Regular)

Accept zeroes (0.0000) in the list box if you want to calculate a giving analysis for all regular funds.

One fund

Or, select a specific Regular or Non Deductible fund from the list if you want to calculate a giving analysis for one fund. Either type the desired fund number or description, or press Alt+Up or Down arrow to see the list of funds from which to select. Then press Tab or Enter.

When printing the report for a single fund, the Range Analysis section of the report will add three lines giving percentage breakdowns of donors whose average giving per month is within stated dollar ranges.

Select Starting/Ending Date

  1. Accept or modify the Starting and Ending Dates for which you want giving to be calculated. The Starting Date defaults to the beginning of the current and the Ending Date is the end of the current month. If no giving has been posted into the current month yet, set this date to the end of the prior month in order to correctly calculate the Frequency Analysis section.

The Frequency Analysis section calculates three sets of percentages based on giving in the current calendar year through the end of the current month, as defined by the Ending Date. The report calculates Regular, Occasional and Irregular Giving Units by looking at the prior months in the current year up through that date. To be counted as a "Regular" giver, a donor must have given at least once each month. To be counted as "Occasional", a donor must have given at least once in every three months. Thus, if printing the report at the end of April, a person who had given once in February and once in April would be counted as "Occasional".

Select Comparison Option

  1. You may choose bypass or select a comparison option to include in the report.

  • No additional comparison - Accept this default to not have the report perform either of the following comparisons.

  • Rel. to Church (Status) - Select this option if you want to compare giving by donors of a specific category of Relationship to Church (Status).

Compare - This field becomes active when the above option button is marked. Select the specific category (i.e., Members) whose giving you want to compare with other donors.

To - Select the check box to indicate those whose giving you want to compare with the category just indicated:

  • Rest of Categories - This option compares giving by donors in all other Relation to Church (Status) categories with those in the category selected above.

  • Specific - This option compares giving by donors in a particular category (i.e., Regular Attenders) with those in the category selected above.

  • Given but no Pledge - This option compares giving by those who have pledged to the selected fund(s) with giving from those who did not make a pledge.

-

Pledge Reports

This Contributions > Reports item drops down a menu with five reports that aid in monitoring process during a pledge campaign.

Pledge Analysis — This option prints a detailed analysis of donor pledges (including any records flagged for removal which fit the Fund and Year criteria) and the totals given toward that pledge. The report can be printed for the current calendar year or for all years of a multi-year pledge campaign.

Pledge History — Select the Pledge History option to print pledge information for each donor for a selected fund:
Start/End Dates, Pledge Frequency, Pledge Per Period, Total Installment, and Total Pledge. The report looks at the full date range of the campaign defined for the selected fund.

Pledge Summary — This option prints either of two reports:
Summary: Pledge Frequency, Pledge Per Period, Total Pledged, Payments, and Amount Remaining for each donor for a selected fund:
Comparative: Total Pledged and Total Actual for one pledge campaign and Total Pledged and Total Actual for another campaign.

Pledge Summary Analysis — This option prints the numbers and percentages of donors whose pledges are within various dollar ranges that you define. No individual information prints.

Pledge Cash Flow Projection – This option prints the amount pledged for each period of a pledge campaign along with the cumulative amount expected for each period. The report also prints the total amount received and the amount remaining as of the current date.

Tips:

If a donor’s pledge has been edited, either adding or changing installments, the original pledge is used to determine what prints in the Frequency column.

These Pledge reports automatically include data for all donors who have pledged to the selected fund.

-

Pledge Analysis

This Contributions Pledge Report provides several options in determining what data will print.

Tips

This report includes only individual donors who have pledged to the selected fund.

Pledge to Date amounts for this report are calculated by the Frequency defined for each donor’s pledge. Thus, before printing this report, you may want to set the date to within the next pledge frequency period (Week, Month, Quarter, etc.) defined in most donor pledge records.

See A Few Notes About Pledges (Monitoring Pledge Activity) for information on how pledge data is calculated in this and other reports.

With User Reports, a variety of report elements can be added to this report. When in the Report Designer, pull down the Help menu and select Logos II Contributions Report Functions. With User Report’s Premier option, selected pledge and giving functions are available in the User Reports routine.

Select options

Select Fund

  1. Press Ctrl+Up or Down Arrow key or click on the Arrow button to see the list of funds defined for pledges. Choose a fund from the list. Only donors who have pledge to this fund will be included in this report.

  • Current Year Only

  1. Accept this Current Year option if you want to list pledge and giving information only within the current calendar year. Any contributions marked as Pre-Paid are noted in a separate column from gifts received within this year.

  1. Select this Multi-year option if you want to list pledge information for the full life of a pledge that extends over more than one calendar year and to include all giving by these donors to this fund. (With this option, the Given to Date amount calculates all giving to the selected fund, and a Given YTD amount calculates from the beginning of the current calendar year.) Any contributions marked as Pre-Paid are noted in a separate column from gifts received since the pledge campaign began.

  • Summary only (totals, no names)

  1. Mark this check box if you want to print giving and pledge totals with no individual donors listed.

If you leave this check box unmarked, the report will list each person who has given and/or pledged to the selected fund.

  • List if behind in pledge (not w/Summary)

  1. Mark this check box if you only want to list donors whose giving to the selected fund is behind what they had pledged this date. (This check box is dimmed if the Summary check box is marked.) You then select one of these options:

  • Minimum amount behind - Enter the minimum dollar amount a person is behind in order to be listed in this report.

  • # of months behind – Select the number of months a person is behind (regardless of amount) in order to be listed. The list box has five options from which to choose: One Month, Two Months, Three Months, Six Months and Twelve Months. The routine will look back that number of months and calculate the amount donors had pledged to give by then. Those amounts will be compared with the total amounts received from donors as of today and if the Total Given is less than the Pledge-to-Date calculation, the donor will be listed. The Difference amounts on the report are calculated as of the current date, not the earlier date used in selecting the donors.

  1. Select Next to proceed to the Search Criteria screen where you can enter or restore a filter to focus the selection of donors to include. For example, you may use the People tab to select only those with a specific Relation to Church (Status) entry or use the Contributions > Advanced tab to select those whose pledges began as of a given date. If no query is defined, all donors who have pledged to the selected fund will be included.

  2. Select Next to then choose the order in which you want donors to print on the report.

Sort Data by

  1. The list of Fields to Sort on contains various fields from which to select for sequencing the data on this report, including Given to Date and Pledge Total. The arrow to the left of each Sorting on item initially points up, indicating an Ascending sort. To change any sort to Descending, click on the Arrow and it will point down.

-

Pledge History

This Contributions Pledge Report provides basic donor pledge information: ID#/Env#, Name, Start and End Dates, Frequency, Pledge Amount Per Period, Total Installment, Total Pledge. No giving activity is included in this report.

Select Fund

  1. Press Ctrl+Up or Down Arrow key or click on the Arrow button to see the list of funds. Choose a fund to which people have pledged and given. Or type the Fund Number or Description.

  • q Omit Name on report

  1. Mark this check box if you want to list donors by ID/Envelope numbers only.

  2. Select Next to proceed to choose the order in which you want donors to print on the report.

Sort Data by

-

Pledge Summary

This Contributions Pledge Report provides a choice of two different reports. When User Reports is installed, both reports have the option to view, print and edit a chartof the report data. See the explanations under Type of Report blow.

Select Fund

  1. Press Ctrl+Up or Down Arrow key or click on the Arrow button to see the list of active funds defined as a Pledge Account. Choose a fund to which people have pledged and given. Or type the Fund Number or Description. Both the Summary and Comparative reports will print only donors who have pledged to this fund.

Donor Information Options

  1. You may mark either of these check boxes to change the information that prints for each donor. If both boxes are unmarked, the reports print one line per donor, with each donor’s ID# and Name.

  • Omit Name on report — Mark this check box if you want to list donors by ID/Envelope numbers only. If marked, the next check box is dimmed.

  • Show Addresses & Envelope # — Mark this check box to expand the report to include each donor’s Address and Envelope Number.

Type of Report

  1. Select the option button for the report that you prefer:

  • Summary — This report shows each donor’s Pledge Frequency (as defined with the initial pledge entry), Amount Pledged Per Period (as defined with the initial pledge entry), Total Amount Pledged, Total Payments, and Amount Remaining. (NOTE: The Frequency and Per Period Amounts may not fully reflect any changes made since the initial pledge entry. Individual installments may have been edited or deleted, additional installments added, etc. The Total Pledged, Payments, and Remaining amounts are accurate calculations based on all entries in the donor records.)

  • Comparative — This option activates a Fund selection field in which to choose another pledge fund to compare with the fund selected above. The report shows each donor’s Total Pledged and Total Actual amounts for both the fund selected above and the "Comparative" fund selected here. Only donors who pledged to the first fund will print. If you want to select all donors who pledged to the "Comparative" fund, select that fund first, and make the other fund the "Comparative" selection.

To compare pledges and giving for a current campaign with a prior campaign for a fund that is no longer marked as Active, open the Manage Funds routine. Mark the Show Inactive Funds check box, locate the desired inactive fund and mark the Active check box. (Make sure the fund is marked as a Pledge Account.) When you save the fund record, that fund will then be available to select in the Fund selection fields.

NOTE: The Donor Lists routine has a Comparative report that allows using Search Criteria to determine what donors print on the report.

  1. Select Next to proceed to choose the order in which you want donors to print on the report.

Sort Data by

-

Pledge Summary Analysis

This Contributions Pledge Report can be run for all funds or a specific fund. In either case, only funds with pledge activity will print on the report.

Select Fund

  1. Select from the list box the fund(s) that you want to analyze:

0.0000 (All funds – Regular)

Accept zeroes (0.0000) in the list box if you want to calculate a pledge analysis for all regular funds with pledge activity.

One fund

Or, select a specific fund from the list if you want to calculate a pledge analysis for one fund. Either type the desired fund number or description, or press Alt+Up or Down arrow to see the list of funds from which to select. Then press Tab or Enter.

  1. You may mark this check box:

  • Include Inactive Funds – If you have inactivated funds for prior campaigns and you want to include such funds in this report, mark this check box. Otherwise the report only prints currently active funds with pledge activity.

-

Pledge Cash Flow Projection

This Contributions Pledge Report can be run for any fund with pledge activity. The report prints the amounts pledged in each period of the campaign and calculates the cumulative total for each period also. The amount given and the amount remaining to complete the campaign print as of the date on which the report is run. A graph prints at the bottom of the report, giving a visual representation of the totals expected each period.

Select Fund

  1. Press Ctrl+Up or Down Arrow key or click on the Arrow button to see the list of active funds defined as a Pledge Account. Choose a fund to which people have pledged and given. Or type the Fund Number or Description.

-

Batch List

This Contributions > Reports routine lets you select a posted batch and print a replica of the original posting report. The report is headed "Batch List" and shows all items from the original report.

The same Batch selection screen is used in the Void Contributions routine when the Void Batch option is selected. A similar selection screen is used in the Statements/Letters/Receipts routine when the Receipt option is selected and the Select by Batch check box is marked.

Grid

The routine opens to a grid listing each posted batch within the date range indicated. For each batch you see the Batch Number, the Journal, the Dates when the batch was Posted and Created, the Reference, if entered, the total Amount and the Username.

Filter (To Locate a Batch)

You can limit the items that display in the grid by making one or more selections in the fields below.

By Journal – You may select a type of batch to only see those generated by a specified posting routine. The options are:

STEW – Contributions (Post ContributionsPending Ministry Connect Changes or LogosGiving)

EVENT – Event Registration Payments (Post Payments)

UPDATE_CONTRIBUTIONS – Voided Contributions (Void Contributions: Void Options)

UPDATE_FUNDNUMBER – Voided Fund numbers (Void Contributions: Change Fund Option)

Starting Date/Ending Date — You can narrow or expand the date range of the batches that display.

Reference — You can type a specified Reference that was entered in the Batch Header window when the batches were created.

By User — You can type the Username of the person who created the batches.

Batch # — You can type the number of the desired batch.

Sort by

You have these options for sorting the items that appear in the grid:

  • Batch — The default setting is to list items in Batch Number order. (UPDATE_CONTRIBUTIONS batches have their own numbering.)

  • Journal — If no selection is made in the By Journal field, this option lists items in order by journal and then by Batch Number.

  • Date Created — This option sequences items by the creation date of the batches.

  • Date Posted — This option sequences items by the posting date of the batches.

Re-Select

After making any Filter or Sort by changes, click this button to apply the changes to the items in the grid.

Clear Filter

After re-selecting the items that display, click this button to clear or reset any Filter fields. Then either enter new Filter criteria or just click the Re-Select button to display the items accordingly. This function has no impact on the Sort by options.

Select Batch

Mark the check box in front of any batch for which you want to print a report. Then select the Next button to proceed to the Output Destination screen.

Batch List Note:

A report run from this routine may not exactly duplicate the original posting report depending on whether certain changes have occurred after the batch was posted. For example:

A donor’s Name, Envelope or ID Number may have been changed – the Batch List will print the information as it is currently, not as it was at the time of posting.

A fund record may have been changed to a different number – the Batch List will print the information as it is currently.

A donor record may have been deleted – the Batch List will identify the donor as "(Undefined)".

A transaction (or the entire batch) may have been voided or the Fund Number changed – the Batch List will print a second entry for the same Line #, this one with a negative amount for the item.

-

Inactive Persons

This routine is located on both the Contributions and Attendance Reports menus. It prints a list of people who have no current Contributions and/or Attendance activity. Mark either or both of the first two check boxes to activate additional items to determine who will be selected.

  • Print if No Contributions - Lists people who have given no money in the current year.

  • Fund — Select a fund if you want to narrow the list to people who have given no money to a specific fund.

  • Print if No Attendance - Lists people who are not enrolled in any Attendance group this year.

  • Select Attendance Group — Mark this check box if you want to narrow the list to people who are not enrolled in a specific Attendance group (i.e., Worship, Adult Sunday School, etc.). You then select the group(s) after selecting the Next button.

  • Select Attendance Program — Mark this check box and then select the Program you want to use in finding people who are not involved.

  • Print Adults Only (.01/.02) — Mark this check box if you want to include only adults (ID Number extensions .01 and .02) in the list.

  • Print only people with a specific Rel to Church (Status) Entry — Mark this check box if you want to include only people with a selected Relationship to Church (Status) entry. The combo box becomes active letting you select from the list of options.

  • All except selected item — Mark this check box to list every non-active person except those with the Relationship to Church (Status) entry chosen.

  • Combine Husband & Wife — Mark this check box to print a combined husband and wife listing if they both fit the criteria for the report. If only one spouse fits the criteria, the other person will not be added to the report. When the records are combined, the report will print personal data (ID#, Care Group/Religion, Envelope #, Relation to Church/Status) from the first person found based on your Sort criteria. Thus, if sorting by Name, and a Spouse record comes before the Head of House record, the Spouse’s data will print.

Select Next to proceed to the Sort Criteria screen where you can select fields to use in sequencing the names that print. If you marked the Select Attendance Groupcheckbox, you will first see the screen where you select the groups that you want the routine to scan and print.

-

Summary (Totals)

The Donor RecordDonor Lists, and Statements/Letters/Receipts reports print a Summary of individual donor giving, excluding any activity for non-deductible income. For each selected donor, the summary shows the total amount given to each fund (unless an option to "Print One Fund Only" is selected) within the date range indicated on the report. The Donor List by Fund report prints either a combined summary of giving to all funds, or the summary for one or more selected funds. (The Contributions Preferences screen controls the default Summary date range — Month, Quarter, Year).

If printing pledge amounts, in order to print the full amount pledged by each donor, set the Summary date range to cover the duration of the pledge.

If the Summary date range is greater than the date range on the Contributions Search Criteria tab, your report may include people who did not give within the Summary date range. Similarly, if your Summary date range is less than the date range on the Search tab, your report may exclude some people who did give within the Summary date range.

-

History (Detail)

The Individual Donor Record and Statements/Letters/Receipts reports have the option to print individual giving transactions, letting you define the date range for this "history" (detail). The Contributions Preferences screen (File menu) controls the default History date range — Month, Quarter, Year).

You may choose a History date range that is different from the Summary date range. For example, you may choose to print summary totals for the Year, but only print History for the current Quarter.

The Donor Lists > Transactions by Date routine also prints individual transactions.

History prints the Date, Fund Description, Amount, and Document # for each item within the range. The Document # may be the check number (if entered with the transaction) or the last five digits of the donor’s bank account or credit card, for contributions made through LogosGiving.

Comments entered with any transactions automatically print below the individual listing. Fee payments entered through the Event Registration module for the selected fund are stored as "history" and will print the Event and the Fee Description as a Comment.

 

-

Donor Search Tips

Most Contributions reports use Logos' Search Criteria to identify the donors whose giving/pledge information is to print. Two of the Search Criteria tabs are particularly useful in locating donor records.

-

Contributions Tab

This Search Procedures tab lets you choose people based on their giving or pledge information. You may locate donors by the fund(s) to which they have given or pledged, indicating a date and dollar range within which you want to search. The default setting for the Select a Fund field is 0 (All Funds Regular), which causes it to search for giving to all funds, excluding any Non Deductible funds. Make a selection in this field if you want to limit the search to a specific fund, which is required if searching on Pledge information.

The Advanced Options button on this tab opens a screen on which to define a search for people who have not given and/or pledged. You also have the option to Search by Pledge Frequency (Weekly, Monthly, etc.)

NOTES:

Most Donor Lists reports are pre-defined to only print those with giving and/or pledge records in the date range defined for the report. Thus, selecting those with No Activity (giving or pledge) on the Contributions Advanced tab will result in no records being found. Use the Donor Master List or a non-Contributions report to list those with no activity.

To locate first-time donors, go to Finding First-Time Donors.

To locate donors who have completed their pledge commitment, go to Fulfilled or Exceeded Pledge Commitment.

To locate people who gave last year (or in some prior period) but who have not given this year, go to Finding LYBUNTS (Last Year But Not This Year).

People Tab

Several Contributions-related fields are available on the People tab. Type the first letter of the field name or drag the scroll bar to select from these fields.

Active Donors (those who have given, or pledged, or been marked as donors) — Select Active Donor in the list and then accept the Operator and Value: "Is… True."

Envelope Numbers — Select Envelope Number in the list, select the Operator entry "Is Greater or Equal Than," and enter 1 as the Value. You may also select Contribution Prev Envelope to locate people based on their prior envelope number if numbers have been reassigned.

Contribution Account Types (Joint or Single) — Select Contribution Acct. Type in the list, select the Operator entry "Is Between," and then enter J and S as the Values.

Contribution Suppress — Select Contribution Suppress in the list and then accept the Operator and Value: "Is True."

Online Donors — Select Online Donor in the list, and then accept the Operator and Value: "Is True."

First Donation — Select First Donation in the list and then select a Date Operator and Value. To find those whose first contribution was in the current week or month, select the In Week or In Month operator.

To search for donors with other characteristics — After making any Contributions entries, you can make additional selections (e.g., Rel to Ch/Status=M, Organization Not Is Blank, etc.) from the scroll list.

 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.