Report filters decide which contributions and families appear on your donor reports, such as contribution statements. You set them in the Report Filters window, which has three tabs. Your choices stay saved until you change them, so check all three tabs before you generate end-of-year statements.

Open Report Filters

1. From the dashboard, select Offering.
2. In the left navigation menu, select Reports to expand it.
3. Select Donor. The Donor Reports page opens.
4. Select the Configure (gear) icon in the upper-right corner.
5. Select Filters. The Report Filters window opens with three tabs: Include Contribution Types, Other Filters, and Include Fulfillment Methods.

Choose Which Contribution Types to Include

1. Select the Include Contribution Types tab. It opens first.

2. Check each contribution type you use when entering contributions. If you're not sure, check all of them.

   

   Important: Contributions of a type that isn't checked are left off your reports. If you don't check any types, the PDF report has no statements (only the letterhead and the IRS disclaimer), and the Excel report shows "No Data available for the parameters you requested."

3. Select the Other Filters tab to continue, or select Save & Close if you're done.

Set Other Filters

1. Select the Other Filters tab.

2. Check each option you want to include:

   • Include families with blank street addresses
   • Include families with blank or invalid zip codes
   • Include families with Send Mail unchecked
   • Include zero-dollar contribution line items
   • Include non-tax-deductible contributions: leave this unchecked for end-of-year contribution statements.

   To include every record that matches the criteria on your donor report, check all five. Uncheck any you want to exclude.

3. Select the Include Fulfillment Methods tab to continue, or select Save & Close if you're done.

Include Fulfillment Methods

1. Select the Include Fulfillment Methods tab.
2. Check the fulfillment methods you want to include. You can check all of them.
   • Credit Card
   • Direct Debit
   • Email Statements
   • No Statements
   • Paper Statements
   • Unknown
   • Unknown (Parish)
3. Select Save & Close. The message "Filters have been saved!" appears, and your choices on all three tabs are saved.

Updated November 04, 2026 16:52