PSFS Offering - Reports: How to fix a blank or incorrect family name on reports

How to fix a blank or incorrect family name on reports

 

 

When running "End of Year" reports (such as Contribution Statements; Tax Receipts; Contribution Summaries) the Family or Member name needs to be in the document.

When it's not, you end up with reports that look like this: 

 

2018-02-09_9-24-28.jpg

 

To fix this, go to the Family Directory module, find the family you wish to edit from the Family List and click on their name.

NOTE: If you are running several reports at a time, you may not know the name of the family so you will have to find them by other search criteria. In this case, the street address:

  1. Click the down arrow next to the Search bar
  2. Check the Address box
  3. Close
  4. Type the street address in the Search bar and hit Enter on your keyboard
  5. The list of results will come up with the most likely match at the top

 

Arti6.jpg

 

Now that you have their name, from Family Details:

1. Click Edit Details at the bottom of the page:

 

Arti1.jpg

 

2. Click "Auto Fill" to fill in the "Formal Mailing Name" field (adds the name to report)

3. Click "Save."

 

Arti2.jpg

 

Arti3.jpg

 

4. Go back to the Offering module and run your Contribution Report again.  It should now have the missing details filled in: 

 

Arti5.jpg

 

Related Articles

About the report viewer

How to View, Print, and Save Reports (export)

My reports will not print

How to Customize the Layout of a Page

 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.