This article explains how to use Donor Reports in Offering to review family names and addresses, so your contribution statements (US) or tax receipts (Canada) are accurate before you mail them.

Why Audit Family Data?

Contribution statements (US) and tax receipts (Canada) summarize all gifts given during the year and let you thank donors. These documents are only accurate if your contribution and family data are correct. Before sending statements, audit your family records to find and fix empty or incorrect fields.

Export the Donor Report

1. On the dashboard, select Offering.
2. In the navigation menu, select Reports to expand the section.
3. Select Donor. The Donor Reports page opens.
4. Open the Select a Donor Report dropdown.
5. Choose Contribution Detail Statement Report (US) or Tax Receipt (Canada). The report options appear.
6. In Run Report For, choose Families, Members, or Family (include Member Gifts).
7. Enter the Start Date and End Date for the statement period.
8. Under Select one or more Funds, check each fund to include.
9. Under Select one or more Family Groups, check each family group to include.

10. Review any other filters you need. For help, see Configure Filters for Donor Reports.

    Note: You do not need to change design fields such as Signature, Letterhead, or Body of Statement for this audit.

11. At the top right, select the Export icon.
12. Select Excel.

Review the Report in Excel

1. Open the downloaded Excel file.
2. Sort by the address columns (City, State, and Zip Code) to find blanks or visibly incorrect data.
3. Note each record that needs an update.

Update Family Records

1. At the top left, select Offering to open the app menu.
2. Select Families. The Family List opens under Family Directory.
3. Find and update each record you noted. For details, see View or Update a Family Record.

Updated November 02, 2026 18:52