About the Donor Reports Page

This list contains the names of the donor reports you can generate. Click a link below to view report descriptions.

Contribution Detail StatementContribution Detail Statement

Canadian Tax ReceiptCanadian Tax Receipt

Pledge StatementPledge Statement

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 contributions by the family and details of individual family member's contributions.
• Members: includes contributions made by individual members only. A separate statement is generated for each member.
• Family Groups: includes contributions made by families who are assigned to the selected groups. 

Enter the minimum contribution amount in this field.

The date filters let you specify a date or date range for statements 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 (see next option) fields. 

The date filters let you specify a date or 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 (see previous option) fields. 

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 one of the following donor types to generate the report for:

• Families: generates a report that includes families only. After selecting this option, select whether you want to include all families, selected families, or only families within a specified Family ID range.
• Members: generates a report that includes members only. After selecting this option, select whether you want to include all members, selected members, or only members within a specified Member ID range.
• Family Groups: generates a report that includes donors in the family groups you select. After selecting this option, select one or more family groups from the displayed list.

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

The date filters let you specify a date or date range for statements 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 (see next option) fields. 

The date filters let you specify a date or 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 (see previous option) fields. 

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.

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 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 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 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 famlies 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.

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

Select the checkbox to attach a remittance slip that the donor can return with the payment. The remittance slip contains the donor's name and other identifying information so that the payment can be properly credited to the donor's account.

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.

Select one:

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