DM Reports - Donor: How to add or edit a printed name for your statement

How to add or edit a printed name for your statement

Note: If you have reached the maximum number of printed names in your statement configuration options, keep in mind you may edit the fields as needed.

  1. Navigate to the Donor Reports page.
    • On the Navigation Bar, expand Development Manager → Reports and select Donor.
    • On the Home → DM page, select Donor from the Reports card.
  2. Once you are on the Donor Reports page, select Contribution Detail Statement Report from the report dropdown.
  3. Click the Configure (gear icon) in the upper right corner of the page.
  4. Scroll down to the Printed Name field and to add a new printed name, click the add button (+).

  5. This field is simple. It requires a label (title) and a printed name as you want it to appear on the statements.
    • You may configure it however it best meets your needs.
    • Keep in mind that there are a limited number of printed names that may be added. If you choose the category option for the Title field, you then simply may edit the printed name and update it to the correct name for that year's letter. (see point 2 below)
      1. The label (Title) may simply be the printed name.
      2. Or, the label (Title) may be a category into which the printed name falls (such as Finance Committee Chairman or Pastor).
        • You may edit the printed name in future years and keep the category the same.
    • Once you have filled in a title and a printed name, click Save.
  6. You may edit the printed name fields: you may change either the title, the printed name, or both. Once you do this and save the changes, the new information will be available to select.
    1. Scroll down to the Printed Name field.
    2. Use the down-arrow to select the title for the one you want to change.
    3. Click the Edit button (mceclip0.png) to activate the edit window.
    4. Make your changes to one or both fields and save your changes.

      NOTE: If it will not allow you to save your changes, update the field in the Title field also (add a 2 to the end) and save. Then, edit it again and remove the 2 and save. 

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