IO Reports - Donor Reports: How to generate contribution statements

How to generate contribution statements

  1. Navigate to the Donor Reports page.
    • On the Navigation Bar, expand Offering → Reports and select Donor.
      -or-
    • On the Home → Offering page, select Donor from the Reports card.
      Navigatge_to_Donor_Reports.png
  2. Once you are on the Donor Reports page, select Contribution Detail Statement Report from the report dropdown.
    select_donor_report.png
    Many of the fields on this page are self-explanatory such as the minimum and maximum amount fields and the date range fields. If you have questions about those fields, please see our in-app help files. Articles on how to populate the more complicated fields can be accessed through this article.
  3. One more important setting is the Filter. See How to set my filter to make sure the right records are selected.
  4. If you want to generate labels at the same time as you generate your report, mark the Print Labels checkbox below the date span fields (lower left of the page). See How to generate labels.
  5. Report Type: Choose one of these -  All Details, Details for $250, Fund Totals Only.
    • When the report is configured for Fund Totals Only, all contributions that meet the populated criteria will be summed together by fund listing only the Fund Name and the sum of all the contributions from each donor to that fund.
      sum_by_fund.png
    • When the report is configured for one of the details options, each contribution that meets the selected criteria will be listed one at a time.
      Detail_listing.png
      • The details listed depend on the option chosen in the Configure → Content → Column Selection and Ordering page.
      • Options offered: Contribution Date, Funds Name, Contribution Type, Contribution Amount, Check Number, Contribution Type Code, Contribution Type Details.
  6. The rest of the configure steps are very similar to generating any donor report and so this article will link to the article that walks through how to configure Donor Reports.
  7. Once you have configured your Donor Report, it is time to generate the output file. The two output options render files that are formatted very differently. Click the following link for more details on the differences between the two output options.
    export_donor_report.png

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