PSFS Offering | Donor Reports - Statements: How to include member contributions on statements

How to include member contributions on statements 

Are your contributions records associated with member records, not family records? 

One of the simplest things to do when setting up your report is to select either the option to Run the Report for Members or Family (Include Member Gifts). Sometimes a gift is applied to the member record inadvertently. Selecting Member or Family (Include Member Gifts) option will catch those records.

  1. Navigate to the Donor Reports page.
    • On the Navigation Bar, expand Offering → Reports and select Donor.
      -or-
    • On the Home → Offering page, select Donor from the Reports Card.
      Navigatge_to_Donor_Reports.png
  2. Once you are on the Donor Reports page, select Contribution Detail Statement Report from the report dropdown.
    select_donor_report.png
  3. Run Report For: Choose Family (Include Member Gifts) or Member
    include_member_records.png
  4. After, follow the process to generate statements. See How to generate contribution statements
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