Setup Options for the Contribution Statements Report
This articles lists and describes the setup options available for the Contribution Statements report.
Option |
Description |
Options Group |
|
Report Format |
Determines the format for the statement. Select one:
|
Delivery Format |
Determines the method of delivery. Select one:
|
Sorting |
Applies to paper statements only. Sort options give you control over how information is organized and presented in the statements. Select one:
|
Filters Group |
|
Dates |
Specifies the date range for contributions to include in the statement. To create a date range, in each field type or click |
Amount |
Specifies the lowest (minimum) and highest (maximum) range of contribution amounts to include in the statement.
The Minimum and Maximum filters apply to the selected funds as a group (not independently) to produce a calculated aggregate value, which includes all gifts to all selected funds, in the generated statements. |
Minimum |
Minimum contribution amount in the range. |
Maximum |
Maximum contribution amount in the range. |
Include $0 Contributions |
To include zero-dollar ($0.00) contributions in the statements, select this checkbox. |
Membership Group |
|
Family Registration |
Registration group that contains the givers you are creating statements for. Select one:
|
Family Group |
Family group that contains the givers for whom you are creating statements. Select one. Options vary. |
Family Workgroups |
Family workgroup that contains the givers for whom you are creating statements. Select one. Options vary. |
Member Workgroups |
Member workgroup that contains the givers for whom you are creating statements. Select one. Options vary. |
Givers Group |
|
Show filtered givers |
Includes only those givers whose contributions fall within the minimum-maximum range specified by the Amount filter. |
Show all |
Includes all givers. |
Show all except filtered givers |
Includes only those givers whose contributions fall outside the minimum-maximum range specified by the Amount filter. For example, if you specify a minimum amount of $500.00 and a maximum amount of $1500.00, selecting this filter includes only those givers with contributions are less than $500.00 and more than $1500.00. |
Show non-givers |
Includes individuals who have not made a contribution ($0 total given) to the funds selected on the Funds tab.
|
Use Formal Mailing Name |
Retrieves the name appearing in the Formal Mailing Name field in the giver's Family Directory record and uses that name on the statements. |
Contribution Source Group |
|
Family |
Includes contributions from all family members (those made on behalf of the entire family and those made by individual family members). A single statement is generated that shows contributions made on behalf of the family and details individual member contributions. |
Member |
Includes contributions made by individual members only. Each member receives his or her own statement. |
Include Member Contributions in Family Statements |
Includes individual family member contributions in the family statement. |
Electronic Statements Group |
|
Include givers who have opened electronic statements |
This checkbox is selected by default.
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