Select and Order Information Columns for Donor Statements

Choose which columns appear in the given details of your Contribution Detail statements, and the order in which they print.

Note: The Column Selection and Ordering tab doesn't appear for every organization. If Report Contents shows only the Statements tab, you won't see these options.

 

Choose and Order Statement Columns

  1. From the dashboard, select Development.
  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. In the upper right corner of the page, select the Configure (gear) icon.
  6. Select Contents. The Report Contents window opens.
  7. Select the Column Selection and Ordering tab.
  8. Select the Include checkbox for each column you want on the report, and clear it for each column you want to leave off. The columns are Fund Name, Contribution Date, Contribution Type, Check Number, Contribution Amount, On Behalf Of, and Contribution Type Code.
  9. To change the order, drag the handle at the left of a column's row to the position you want, then release the mouse button. Repeat for each column you want to move.
  10. Select Save & Close.

    Note: Save & Close stays unavailable until you change something.

Updated

Was this article helpful?

0 out of 1 found this helpful

Have more questions? Submit a request

If you have an issue that requires help or feedback, please Contact Support.