Include Member Contributions on Statements

If you record some contributions on member records instead of family records, family statements may miss them. Running the Contribution Detail Statement Report for Members or Family (include Member Gifts) catches those gifts.

 

Include Member Gifts on Contribution Statements

  1. From the dashboard, select Offering.
  2. In the left navigation menu, select Reports to expand the section.
  3. Select Donor.
  4. From the Select a Donor Report dropdown, choose Contribution Detail Statement Report.
  5. From the Run Report For dropdown, choose one of these options instead of the default, Families:

    • Family (include Member Gifts): the options below the dropdown are All Families, Only Selected Families, and Family ID.
    • Members: the options below the dropdown change to All Members, Only Selected Members, and Member ID.
  6. Finish setting up and exporting the report. See How to generate contribution statements.

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