IO Reports (4 Sections)
IO Analysis Reports
- IO Reports - Analysis Reports: How to run a Revenue Projection Report
- IO Reports - Analysis Reports: How to run a Dollar Range Report
- IO Reports - Analysis Reports: How to run a Contribution Summary by Fund Report
- IO Reports - Analysis Reports: How to run a Contribution Summary by Donor Report
- IO Reports - Analysis Reports: How to run the Contribution History by Fund Report
IO Donor Reports
- IO Reports - Donor Reports: How to configure your donor reports: Signature, Letterhead, Body of Statement, Printed Name
- IO Reports - Donor Reports: Why does my letterhead graphic stretch across the width of the page?
- IO Reports - Donor Reports: How to add or remove fields from your statements
- IO Reports - Donor Reports: How to generate pledge statements
- IO Reports - Donor Reports: How to keep non-tax-deductible contributions off your contribution statements
IO Pledge Reports
IO Other Reports (Audits, Lists, Records)
- IO Lists - Pledges: How to export a pledges list
- IO Reports - Batches: How to generate a batch detail report
- IO List - Batches: How to get a batch list report (posting list)
- IO List - Funds: How to get a list of funds (which shows new Fund IDs)
- IO Reports - Audit: How to print an Audit Report for pledges, contributions, and/or batches