IO Reports - Donor Reports: How to select which name prints on a statement

How to select which name prints on a statement

You may configure your statements to print using one of the four mailing name categories that are populated in the Family Directory:  Formal Mailing Name, Informal Name, Formal Salutation, and Informal Salutation. If the category you select does not include the last name for some or for all of the families, you may either want to add the last name to the field for those family records in the Family Directory or choose a different category for your statement.

  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, then select Contents.
    Configure_Contents.png
  3. Under the tab for Statements, click the dropdown arrow to select the Mailing Name Type.
    How_Mailing_Name_Type_on_statements_translates_to_Family_Directory.png


    • The name that will print on your statements will match the mailing name type you have selected.
    • Sometimes the name category in the Family Directory will not have the last name. If that is the case, you may want to choose another mailing name category that you know is populated with last names for all families and use that for your statements.
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.