IO Reports - Donor Reports: How to generate a non-giver letter

How to generate a non-giver letter

  1. Navigate to the Donor Reports page.
    • On the Navigation Bar, expand Offering  Reports  Donor.
      -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
    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. If you want to generate labels at the same time as you generate the Non-Giver Letter, mark the Print Labels checkbox below the date span fields (lower left of the page).
  4. The rest of the steps are very similar to generating any donor report and so this article will link to the section that walks through how to configure Donor Reports.
  5. 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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