IO Reports - Donor Reports: How to add or remove fields from your statements

How to add or remove fields from your 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. Click the gear button (Configure) in the upper right corner of the page.
    Configure_Contents.png
  3. Click the tab for Column Selection and Ordering.
    Configure_to_Report_Contents_to_Column_Selection_and_Ordering.png
  4. Mark the fields you wish to print on your statement. Unmark those you do not want.
  5. You may change the order the columns appear from left to right by using the grab bar to move them up or down; up is left, down is right.
    column_selection_and_ordering.png
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