DM Donor Reports - Configure: How to set statement filters

How to set statement filters

  1. From the Statement Reports page, click the cog button (Configure) in the upper right of the screen.
  2. Select Filters. To determine what is being included/excluded on the statements due to filters, you must look at both Filters: Payment Type and Other Filters

    Izzy_Reports_Donor_Configure-Report-Icon-Filters.png

 

Payment Type

The tab for Include Payments Types is the first to display.

  • If no payment types are selected, the report will render the message, "No Data available for the parameters you requested."
  • Simply mark the payment types you use when entering contributions and this should solve your problem. Click Save. Then look at Other Filters
    payment_type.png

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Other Filters

  • To get all records with contributions that match the other criteria you entered on your Donor Report page, select all of these options. 
  • Unmark any that you would like to exclude.
  • Make sure to Save & Close.
    Other_Filters.png

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