DM Reports - Donor: How to add, remove, and arrange selected fields to donor statements

How to add or remove selected fields to donor statements

 

  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. Click the Letterhead/Signature tab which is where you may update the letterhead option.
    Izzy_Reports_Donor_Configure-Report-Icon_Contents_Column-Selection-and-Ordering.png
  4. Under the Include column, mark each field you would like to include on the statement.
    Report_Contents_Pop-up.png

  5. To the left of each column name, you will see a grab-field icon. You may click on the grab-field icon and drag it to another position.
    Drag-the-field.png


 

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