PSFS Offering - Reports: How to create EOY contribution statements for members within families

How to create EOY contribution statements for members within families

To create individual EOY statement for members who have their own envelope numbers within families, follow these general steps: How to create contribution statements

Then, make sure that you do this: 

Run the report to create the contribution statements for the family as a whole not including the member contributions. Run the report to create the contribution statements for those members within families who have given individually. 

 1. The first time you run the report select any options that you would like for the report. When you get to Contribution Source, select Family and do not check the box to Include Member Contributions in Family Statements

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2. Finish the reports as normal and either print or email them. 

3. Finally, run the report a second time. Select all the options you would like again, and once you get to Contribution Source, select Member. If you want only statements for members who give individually and you don't want to include every member who doesn't give, select Show Filtered Givers under Givers and put in a minimum of $0.01.

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 4. Run the report as normal. 

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