This article explains how to review and update family names and addresses in Donor Reports in Offering to ensure your contribution statements (US) or tax receipts (Canada) are accurate before mailing.

Why Audit Family Data?

Contribution statements (US) and Tax Receipts (Canada) summarize all gifts given during the year and allow you to 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.

Steps to Audit Family Names and Addresses Using Donor Reports

1. Access Donor Reports
   • Click the Offering tab.
   • On the Navigation Bar, expand Offering → Reports and select Donor.
     • Or: On the Home → Offering page, select Donor from the Reports card.
2. Select the Appropriate Report
   • On the Donor Reports page, choose Contribution Detail Statement Report (US) or Tax Receipt (Canada) from the report dropdown.
     
3. Configure Report Filters
   • Review and select all necessary filters. For help, see Configure Filters for Donor Reports.
   • Choose field options for contribution statements, such as Families or Members, Family Groups, Funds, etc.
   • You do not need to select design-related fields (e.g., Signature, Letterhead, Body of Statement).
     
4. Generate and Export the Report
   • Click the Export icon, then select Excel.
5. Review and Update Data in Excel
   • Open the downloaded Excel file.
   • Sort by address columns (City, State, Zip Code) to identify blanks or visibly incorrect data.
   • Note any records requiring updates.
6. Update Family Records
   • Go to the Family Directory and update the identified records.
   • For details, see View or Update a Family Record.