DM Reports - Donor: How to change the mailing name format on donor reports

How to change the mailing name format on donor reports

  1. On the Navigator Bar, expand Reports and select Donor or select the Donor page link from the Reports Card. 
    Izzy_Nav-or-PagesPanel_Reports_Donor-Shrunk.png
  2. Select the Configure Report action button on the upper right corner and then select Contents.
    Izzy_Reports_Donor_Configure-Report-Icon_Contents.png
  3. At the top of the Report Contents page, there are three tabs. The page opens on the Statements tab which is where you may update the mailing name format.
    Izzy_Reports_Donor_Configure-Report-Icon_Contents_3Options_Updated.png
  4. Click into the Mailing Name Type field and select from the four options.
    Mailing_Name_Format-Shrunk.png
  5. The mailing name types may be found in ParishSOFT Family Suite → Family Directory → Family List → Family Details.
    Family_Details_Mailing-Name-Types.png

 

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