The Donation Statement Report displays a list of all profiles that have donated along with the donation information for a specified date range. The Donation Statement report can be used to identify profiles that need a required donation statement for tax purposes. Two actions can performed on a Donation Statement report:
- Generate a report for a specified date range.
- Send donation statements to all or a selected group of profiles.
Donations displayed on the Donation Statement Report have already been posted. The donation amount listed is the the total of all lines not marked Non Deductible on the revenue entry.
Generate a Donation Statement Report
- Navigate to Accounting.
- Click Financials on the navigation bar, and then click Donation Statement.
- Enter the date range for which you would like to run a report, and then click Refresh Report.
- A Date Filter Preset drop-down is also available for filtering the report.
- The following are available Date Filter Presets:
- Current Fiscal Year - Based on start month for the fiscal year.
- Current Month
- Last Month
- Current Quarter - The quarter you are currently in, not three months from the current date.
- Last Quarter - The previous quarter, not six months from the previous quarter.
- Last Fiscal Year - Based on the start month for the fiscal year.
- The following are available Date Filter Presets:
- Click Profile to sort the report by profiles.
- A Date Filter Preset drop-down is also available for filtering the report.
Send Donation Statements
Once the Donation Statement report has been generated, donations statements can be sent to selected profiles.
- Check the Profile name box, and then click Send Statements.
- Enter the applicable Send Email information, and then click Send.
- The emails of the selected profiles are automatically populated.
- The emails of the selected profiles are automatically populated.
A donation report email can also be created and sent from the Templates page in CRM.
- Resources: