How to run the end of year contributions detail statements for diocesan development
The contributions detail statement provide diocesan users with end of the year documentation to provide to givers; these statements outline the contributions and pledges that were designated within any defined date range.
- Click on Diocesan Development, then click on Donor Reports.
- The Donor Reports page will display. The only report that will be available is the Contributions Detail Statement.
- The fund selection grid located on the bottom left of the page provides a listing of Tax Deductible funds that were created through the DDM Fund Properties. Funds will only appear if a contribution has been made towards the fund or the pledge.
- All funds can be selected using the Select All Funds links as shown below.
- Date Ranges in which contributions have taken place can be defined within the date filters on the top right corner of the page. For end-of-year statements, the filters should be set to 1/1/**** to 12/31/***
- The family selection radio buttons allow users to define which specific family statements should be generated. Only one option may be selected.
- The All Families option will generate all Family statements to anyone that has given to the defined funds,
- The Family DUID From/To option allows users to define a grouping of Family statements in relation to the range of the Family DUID that is assigned to families.
- The Only Selected Families option displays a search grid in which users can select the desired family for which they wish to generate the statement.
- Specific filters are provided to help narrow down report results for Contribution Statements.
- Payment Types: Allows users to define which payment types should be included in the statements.
- Name Filters: Allows users to define which families to exclude from the report by First Name or Last Name. Multiple name filters can be applied, as well as enabled or disabled.
- Other Filters: Allows users to define if families should be included depending on:
- If the family has a blank street address.
- If the family has a blank/invalid zip code.
- Families that have specified Send No Mail
- Families that have specified Do Not Solicit
- To include contributions where "Exclude for EOY Statement" was checked.
- Include zero dollar contribution line items.
- Exclusions from Periodic Statement: Allows users to define which families should be excluded within a date range.
- Letterhead and Signature: Allows users to upload an image of a signature on the statement.
- Body of Statement: Allows users to define the specific text to be entered within the statement.
- Column Order: Allows users to sort specific contribution information that is shown on the statement. The option to include that column of data can also be defined.
- Mailing Name Types: Allows users to define which mailing name type should be displayed on the report. This includes:
- Family Formal Mailing Name
- Family Formal Salutation
- Family Informal Name
- Family Informal Salutation
- Users have the option to generate the report in the following formats:
- PDF: Generates in a Printable Document Format.
- CSV: Generates in a raw data format. This usually displays in Excel.
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