The Contribution Detail Statement report generates individual statements detailing the contributions made by selected donors during the time period specified in the report setup. A message template is also provided, enabling you to create a custom message to accompany the statements. If you have an organization logo or signature image, it can be added to give the message a more professional and personal look and feel.

To view setup options, go to Set up Options for the Contribution Detail Statement Report.

The Canadian Tax Receipt report generates tax receipts that summarize the contributions made by selected Canadian donors during the specified time period in the report setup. The receipts comply with CRA (Canadian Revenue Agency) requirements regarding the information required on an official tax receipt. 

To view setup options, go to Set up Options for the Canadian Tax Receipt Report.

The Pledge Statement report generates individual statements detailing the pledges made by selected donors during the time period specified in the report setup. 

To view setup options, go to Set up Options for the Pledge Statement Report.

The Non-Giver Letter report lets you create a letter to send to lapsed donors and donors who have made no contributions to the selected funds. 

To view setup options, go to Set up Options for the Non-Giver Letter Report. 

Click to open the report configuration menu. The menu has two options:

• Contents: opens the Report Contents window, where you can choose the report content and specify how the content should be presented and organized. 
  • For detailed descriptions of the donor report content and layout options, go to Content and Layout Options for Donor Reports.
• Filters: opens the Report Filters window where you can select filters that determine the payments (for example, matching gifts and credit cards), contribution types (for example, non-tax-deductible), and families (for example, those with blank street addresses) to include in the donor report. 
  • For detailed descriptions of the filter options, go to Filter Options for Donor Reports.

Click this button to download the report. From the menu, select the desired report format:

• Excel: The Excel version uses the same data source as the PDF but contains more data, presented in a comma-separated layout. The Excel version is an option to choose if you want to perform a mail merge or import the data from the selected report into a spreadsheet program, such as Microsoft Excel.
• PDF: The PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the CSV version and is a more suitable option when you need a document that is easily read.

Select the desired contribution source for the report:

• Families: Includes contributions made by all family members (those made on behalf of the entire family and those made by individual family members). A single statement is generated that shows the family's contributions and details the individual family members' contributions. After selecting this option, choose one of these options: All Families (includes all families), Only Selected Families (includes only the families you select), or Family ID (includes only those families within the Family ID range you specify).
• Members: Includes contributions made by individual members only. A separate statement is generated for each member. After selecting this option, select one of these options: All Members (includes all members), Only Selected Families (includes only the members you choose), or Member ID (includes only those members within the Member ID range you specify).
• Family (include Member Gifts): Includes contributions linked to the family and individual family members. After selecting this option, choose whether you want to include all families, selected families, or only families within a specified Family ID range. 

Enter the minimum amount for contributions to include in the report.

The system saves the Minimum Amount value you specify as your personal default. Even after you log out and back in again, the setting remains the same until you change it. Note that the setting is saved on your local device, so if you log in using a different device, you may see a different setting.

Enter the minimum amount for contributions to include in the report. 

The system saves the Maximum Amount value you specify as your personal default. Even after you log out and back in again, the setting remains the same until you change it. Note that the setting is saved on your local device, so if you log in using a different device, you may see a different setting.

The date filters enable you to specify a single date or a date range for contributions to be included in the report. 

To specify a start date only, type a date in the Start Date field. Alternatively, click and select a start date from the calendar. To specify a date range, enter dates in both the Start Date and End Date fields (see the next option). 

The system saves the Start Date setting you specify as your personal default. Even after you log out and back in again, the setting remains the same until you change it.

Note: The setting is saved on your local device, so if you log in using a different device, you may see a different setting.

The date filters enable you to specify a single date or a date range for contributions to be included in the report. 

To specify an end date only, type a date in the End Date field. Alternatively, click and select an end date from the calendar. To specify a date range, enter dates in both the End Date and Start Date fields (see the previous option). 

The system saves the End Date setting you specify as your personal default. Even after you log out and back in again, the setting remains the same until you change it.

Select the checkbox to automatically generate an additional report containing mailing labels with the addresses of selected families or members.

The report lists the labels in alphabetical order by the family or member's last name, followed by the first name.

Lists the options available for inserting a handwritten signature image at the bottom of the donor letter. Select the desired option. If you do not want to include a handwritten signature, select None.

The options appearing in the Signature dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Signature Dropdown List.

Lists the letterhead options available for insertion into the header area at the top of the donor letter. Select the desired option. If you do not want to include a letterhead, select None. 

The options appearing in the Letterhead dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Letterhead Dropdown List.

Lists the options available for inserting text into the body of statement area in the donor letter. Select the desired option. If you do not want to include body of statement text, select None.

The options appearing in the Body of Statement dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Body of Statement Dropdown List.

Lists the options available for inserting a printed name under the handwritten signature in the donor letter. Select the desired option. If you do not want to include a printed name, select None.

The options appearing in the Printed Name dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Printed Name Dropdown List.

The Report Type filter has three settings that you can apply to determine the contribution details to include in a report:

• All Details: Shows the dollar amount of all contributions made to the selected funds.
  • On a donor's statement, multiple contributions given on the same day are aggregated and reported as a single amount. Multiple contributions with different check numbers or memos made on the same day to the same fund are listed individually, with separately reported amounts.
• Details for $250+: Shows the details for contributions of $250.00 or more.
• Fund Totals Only: Displays the total dollar amount contributed to each fund. 

Let's you filter the report by family registration status:

• Yes: Includes only the records of families registered to the organization.
• No: Includes only the records of families that are not registered with the organization.
• Both: Includes the records of registered and unregistered families.

The Family Workgroup list shows the names of the organization's family workgroups. To generate statements for families belonging to a specific family workgroup, select the desired workgroup. Alternatively, if you do not want to filter the report by any family workgroup, select the blank option (the first option in the list).

Note: Selecting the blank option also removes the previously selected workgroup. 

The funds list shows the names of funds for which you can generate statements. Individually select the funds you want. Alternatively, if you wish to generate statements for all funds in the list, select the Fund Name checkbox at the top of the list.

The list includes only those funds the logged-in user has permission to access.

You can generate contribution details statements for specific family groups. Select the checkbox next to each family group you want to include in the report.

Opens the Canadian Tax Receipt Summary window, where you can create a tax receipt summary report. The report lists the tax receipts issued by the logged-in user's organization. The report also includes voided receipts, allowing an organization, if audited, to account for all receipt numbers.

Select the desired contribution source for the report:

• All Families: Includes contributions made by all family members (those made on behalf of the entire family and those made by individual family members). A single statement is generated that shows the family's contributions and details the individual family members' contributions. After selecting this option, select one of these options: All Families (includes all families), Only Selected Families (includes only the families you select), or Family ID (includes only those families within the Family ID range you specify).
• Members: Includes contributions made by individual members only. A separate statement is generated for each member. After selecting this option, select one of these options: All Members (includes all members), Only Selected Families (includes only the members you select), or Member ID (includes only those members within the Member ID range you specify).

The date filters allow you to specify a date or a date range for contributions to include in the report. 

To specify a start date only, type a date in the Start Date field. Alternatively, click and select a start date from the calendar. To specify a date range, enter dates in both the Start Date and End Date fields (see the next option). 

The date filters allow you to specify a date or a date range for statements to include in the report. 

To specify an end date only, type a date in the End Date field. Alternatively, click and select an end date from the calendar. To specify a date range, enter dates in both the End Date and Start Date fields (see the previous option). 

This filter lets you set a minimum contribution amount. Any contributions less than the amount you specify are not included in the report.

Lists the letterhead options available for insertion into the header area at the top of the donor letter. Select the desired option. If you do not want to include a letterhead, select None. 

The options appearing in the Letterhead dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configuring Custom Letterheads.

Lists the options available for inserting body of statement text into the donor letter. Select the desired option. If you do not want to include body of statement text, select None.

The options appearing in the Body of Statement dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Body of Statement Dropdown List.

Lists the options available for inserting a printed name under the handwritten signature in the donor letter. Select the desired option. If you do not want to include a printed name, select None.

The options appearing in the Printed Name dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Printed Name Dropdown List.

Lists the options available for inserting a handwritten signature image on the tax receipt to affirm that the receipt is accurate. Select the desired option. If you do not want to include a receipt signature, select None.

The options appearing in the Receipt Signature dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Signature Dropdown List.

Select the option that indicates the type of contribution the tax receipt is being issued for:

• Regular: In all versions of the report (Official, Preview, and Excel), selecting this option generates a separate receipt for each donor. The receipts record cash contributions only. Receipts for this contribution type do not include a Description field. The criteria determine other information contained on the receipts and the filters the user selects in the Tax Receipt report setup.
• Stocks and Gifts in Kind: In all versions of the report (Official, Preview, and Excel), selecting this option generates a separate receipt for each contribution. The receipts record non-cash contributions only. Examples of non-cash contributions include stocks, securities, and gifts-in-kind (tangible goods such as jewelry, art, and clothing), among others. Receipts for this type of contribution include a Description field that provides details about the non-cash gift that was donated. The criteria determine other information contained on the receipts and the filters the user selects in the Tax Receipt report setup.

The funds list shows the names of funds for which you can generate tax receipts. Individually select the funds you want. Alternatively, if you want to generate tax receipts for all funds in the list, select the Fund Name checkbox at the top of the list.

The list includes only the funds the logged-in user has permission to access. You must select at least one fund.

The funds list shows the names of funds you can select to include in the report. You must select at least one fund.

The list includes only those funds the logged-in user has permission to access.

Select the number that corresponds to the month you are generating the statement for. For example, select 6 for June and 10 for October.

Enter the year for which you want to generate statements. For example, 2019.

Select the checkbox to generate statements only for pledges with a remaining balance.

Select this option to attach a remittance slip that donors can return with their payment. The slip includes the donor’s name and other identifying details, allowing the payment to be properly credited to the donor’s account.

• Add Scanline 2: Select this option to print remittance slips on Pledge Statements with Scanline 2 values for easier processing. When enabled, unique scanlines are generated and printed on the slip.
  • Scanline parameters: Printed ¼" from the bottom of the slip, with at least ½" margins on both sides.
  • Scanline 2 is the naming convention used in Development Manager and Offering. There is no Scanline/Scanline 1.
• Add Spanish Translation: Select this option to include Spanish translations for the most essential fields on remittance slips.
• Remove Payment Options: Select this option to remove Cash and Check payment options from remittance slips on Pledge Statements. This is useful if you want to limit payment methods for pledges.
• Remove Evenvelop Number: Select this option to prevent the envelope number from printing on the remittance slip if it is not needed.

Specify the date the pledge statement was prepared. To do this, type a date in the Start Date field. Alternatively, click and select a date from the calendar.

Let's you specify the due date for the next payment against the pledge.

To specify a date, type a date in the field. Alternatively, click and select a start date from the calendar. 

Select one:

• Use Installment Amount from pledge
• Adjust amount for extra or missed payments
• Do not print next scheduled payment

Select the option for the statements you want to include in the report:

• Statements scheduled for Statement Month/Year: generates statements for the month and year selected in the Statement Month and Statement Year dropdown lists.
• Statements for Donors with gifts expected in Statement Month/Year: generates statements for donors whose pledge payments are expected to be received in the month and year selected in the Statement Month and Statement Year dropdown lists
• Families who haven't given in Statement Month/Year: generates a list of families whose pledge payments were not received in the month and year selected in the Statement Month and Statement Year dropdown lists
• Statement for all givers to the Fund: generates statements for all givers to the selected fund.

Lists the options available for inserting a handwritten signature image at the bottom of the letter. Select the desired option. If you do not want to include a handwritten signature, select None.

The options appearing in the Signature dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Signature Dropdown List.

Lists the letterhead options available for insertion into the header area at the top of the letter. Select the desired option. If you do not want to include a letterhead, select None. 

The options appearing in the Letterhead dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Letterhead Dropdown List.

Lists the options available for inserting body of statement text into the letter. Select the desired option. If you do not want to include body of statement text, select None.

The options appearing in the Body of Statement dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Body of Statement Dropdown List.

List the options available for inserting a printed name under the handwritten signature in the letter. Select the desired option. If you do not want to include a printed name, select None.

The options appearing in the Printed Name dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Printed Name Dropdown List.

Let's you filter the report by family registration status:

• Yes: Includes only the records of families registered to the organization.
• No: Includes only the records of families that are not registered with the organization.
• Both: Includes the records of registered and unregistered families.

The Family Workgroup list shows the names of the organization's family workgroups. To generate statements for families belonging to a specific family workgroup, select the desired workgroup. Alternatively, if you do not want to filter the report by any family workgroup, select the blank option (the first option in the list).

Selecting the blank option also removes the previously selected workgroup. 

When you select the Print Labels option, the generated report includes a second page of printable mailing labels. The labels appear in the same order as the statements, allowing you to easily prepare mass mailings. The labels show the name and primary address of the family as recorded in Family Details. They are formatted for the Avery 5160 template.

Select one or more Family Groups

You can generate pledge statements for specific family groups. Select the checkbox next to each family group you want to include in the report.

Select the desired contribution source for the report:

• All Families: Includes contributions made by all family members (those made on behalf of the entire family and those made by individual family members). A single statement is generated that shows the family's contributions and details the individual family members' contributions. After selecting this option, select one of these options: All Families (includes all families), Only Selected Families (includes only the families you select), or Family ID (includes only those families within the Family ID range you specify).
• Members: Includes contributions made by individual members only. A separate statement is generated for each member. After selecting this option, select one of these options: All Members (includes all members), Only Selected Families (includes only the members you select), or Member ID (includes only those members within the Member ID range you specify).

The date filters allow you to specify a date or a date range for contributions to include in the report. 

To specify a start date only, type a date in the Start Date field. Alternatively, click and select a start date from the calendar. To specify a date range, enter dates in both the Start Date and End Date fields (see the next option). 

The date filters allow you to specify a date or a date range for statements to include in the report. 

To specify an end date only, type a date in the End Date field. Alternatively, click and select an end date from the calendar. To specify a date range, enter dates in both the End Date and Start Date fields (see the previous option). 

Print Labels

Signature

Lists the letterhead options available for insertion into the header area at the top of the donor letter. Select the desired option. If you do not want to include a letterhead, select None. 

The options appearing in the Letterhead dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configuring Custom Letterheads.

Lists the options available for inserting body of statement text into the donor letter. Select the desired option. If you do not want to include body of statement text, select None.

The options appearing in the Body of Statement dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Body of Statement Dropdown List.

Lists the options available for inserting a printed name under the handwritten signature in the donor letter. Select the desired option. If you do not want to include a printed name, select None.

The options appearing in the Printed Name dropdown list are defined in the donor report configuration. For instructions on configuring the options in this list, go to Configure the Printed Name Dropdown List.

Let's you filter the report by family registration status:

• Yes: Includes only the records of families registered to the organization.
• No: Includes only the records of families that are not registered with the organization.
• Both: Includes the records of registered and unregistered families.

The Family Workgroup list shows the names of the organization's family workgroups. To generate statements for families belonging to a specific family workgroup, select the desired workgroup. Alternatively, if you do not want to filter the report by any family workgroup, select the blank option (the first option in the list).

Selecting the blank option also removes the previously selected workgroup. 

Select One or more Funds

Let's you filter the data by fund. In the dropdown list, select the checkbox next to each fund that you want to include in the report. Only the funds you have permission to access appear in the list.

You can generate letters for specific family groups. Select the checkbox next to each family group you want to include in the report.