IO Reports - Donor Reports: How to include non tax-deductible transactions on the donor statements

How to include non-tax-deductible contributions on your contribution statements

  1. From the Contribution Detail Statement Reports page, click the cog button (Configure) in the upper right of the screen.
  2. Select Filters then Other Filters
    Configure_cont_report.png
    • Add a checkmark to Include non-tax-deductible contributions.
    • Make sure to Save & Close.
      Other_Filters_-_mark_include_non-tax-deductible_contributions.png
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