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.