A printed name is the name that prints with the signature on your donor statements. You add and edit printed names in the Report Contents window of Donor Reports. Each printed name has a Title, which is how it appears in the list, and a Name, which is what prints.
Open the Printed Name Field
- From the dashboard, select Offering.
- In the left navigation menu, select Reports to expand it.
- Select Donor. The Donor Reports page opens.
- Select the Configure (gear) icon in the upper-right corner.
- Select Contents. The Report Contents window opens.
Scroll to the Printed Name field, the last field in the window.
The icons beside the field are Edit selected Printed Name (pencil), Add new Printed Name (plus), and Delete selected Printed Name (trash).
Add a Printed Name
Note: You can save only a limited number of printed names. If you've reached the limit, edit an existing printed name instead.
- Select the Add new Printed Name (plus) icon beside the Printed Name field.
- Enter a Title. This is how the printed name appears in the Printed Name list. It can be the name itself or a role, such as Finance Committee Chairman or Pastor.
- Enter the Name as you want it to print on your statements.
- Select Save. The window closes, and the new printed name is selected in the Printed Name field.
Select Save & Close to use the new printed name on your statements.
Note: Save adds the printed name to the list. If you select Cancel instead of Save & Close, the new printed name stays in the list, but your statements keep the previously selected printed name.
Edit a Printed Name
- Select the Printed Name dropdown.
- Select the title of the printed name you want to change.
- Select the Edit selected Printed Name (pencil) icon. A window opens with the Title and Name.
Change the Title.
Important: Change the Title every time you edit, even if you only want to change the Name. Changing only the Name turns on Save but doesn't save.
- Change the Name, if needed.
- Select Save. The printed name is updated in the list.
Updated