IO Reports - Donor Reports: How to generate a list of non-givers

How to generate a list of non-givers

  1. Navigate to the Donor Reports page.
    • On the Navigation Bar, expand OfferingReportsDonor.
      -or-
    • On the Home → Offering page, select Donor from the Reports card.
      Navigatge_to_Donor_Reports.png
  2. Select the Non-Giver Letter Report and fill in the criteria you would like to use to filter the report such as funds and date span. In other words, you want a list of those who did not give to a specific fund (or all funds) within a specific date span.
    select_report_and_populate_criteria.png
  3. In the upper right corner of the page, click the export button and select Excel. This will generate a list of all the non-givers who meet the criteria populated on the page.
    excel_of_non-giver.png
  4. If you then want to print the Non-Giver letter, choose the PDF option. You may also print labels for it by marking the Print Labels option below the Date fields.
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