| 1. | Donor Statements
Posted by PamW on 1/24/2024 1:20:12 PM
I was creating our annual donor statements & realized that not all the statements were sent to Word. I am missing the last 68 statements. I don't see in the "Generate Statements" how to create a partial list of statements to capture these missing ones. Does anyone have any suggestions? Thanks so much! |
| 2. | Re: Donor Statements
Posted by PamW on 1/24/2024 2:40:57 PM
Thank you for your quick reply. I feel a little sheepish, because when I went to re-export the statements I found that you could chose reports 1-250 or 251-400. That's what I needed to do. I appreciate your help!
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| 3. | Listing Donors by City
Posted by PamW on 9/8/2021 9:24:56 AM
Good morning all! We are in a rural area and our Center assists clients from several small towns and our donor base is in several towns. Is there a way to create mailing labels based on our donor's cities? It looks to me like I would need to create a new File Category. Is that correct?
Thanks so much,
Pam |
| 4. | Re: Listing Donors by City
Posted by PamW on 9/14/2021 1:35:59 PM
Thank you, Delores. I will give that a try.
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| 5. | Donor Mailing Labels
Posted by PamW on 7/21/2021 11:20:13 AM
I have donors in the database that will no longer be giving for various reasons. I have marked that it is "not ok to contact", I have made them "inactive", I have marked "Hold Mail." Yet, when I try to print address labels for mailings, they still show up on the list. I don't want to delete them in order to keep the historical information, but I do not like them continuing to show up on the mailing lists.
BTW, when I run my report lists, I ... |
| 6. | Re: Donor Mailing Labels
Posted by PamW on 7/21/2021 11:30:08 AM
Thanks so much for the quick reply, Ashleigh! You know how when you ask someone for help, you find your mistake as you ask (or in this case hit the send button). I found my error almost immediately. It's great to know that you are there when I need help!
Pam |
| 7. | Setting up an email account
Posted by PamW on 11/11/2020 1:05:37 PM
I have reached my level of knowledge, which isn't much. I am attempting to set up the email portion of this software. We are not on a network, just my desktop. We use live.com for our Center's email account. I am the most computer literate of the office and that isn't saying much. So, how do I determine the server address for our email account?
Thank you sooo much for your help!
Pam
Living Hope Pregnancy Center |
| 8. | Creating Receipts for an Individual
Posted by PamW on 8/25/2020 2:15:30 PM
I'm stumped. For some reason, when I use Creating Receipts for an individual, who I know has donated for the date range, their name may or may not show up in the Donor drop down list. Currently, I have 7 donors I need a receipt for, but was only able to pull up 3. Do you have any clues? Thanks so much!
- Pam |
| 9. | Re: Creating Receipts for an Individual
Posted by PamW on 8/26/2020 10:33:06 AM
Kris,
You are a genius! That was the problem. It is amazing what one little check mark can make.
Thank you for your help. Maybe, because now I will have to run a report and see how many others need to be fixed. 8-)
Pam |
| 10. | Report for Donor Total Giving for a Date Range
Posted by PamW on 1/22/2020 9:57:15 AM
My director likes to receive from time to time, a report that shows the amounts donors give during various date ranges. I had been going to Donor Files by Giving Capacity & Interest, and printing out the list with Amount >=1. I just figured out that I was picking up ALL donations. Oops.
I've looked in the manual and the forum and just can't seem to find something that would work.
Thanks! |
| 11. | Re: Report for Donor Total Giving for a Date Range
Posted by PamW on 1/22/2020 10:12:14 AM
That worked perfectly! I didn't think to look there since I wasn't running statements. I appreciate the help.
Pam |
| 12. | Deposit Report
Posted by PamW on 10/8/2019 3:04:29 PM
I am pretty new to eKyros and I've been unable to figure out how to print a batch deposit that shows the various events that are included in the deposit. Almost all of our deposits are designated to Operating. Should I change the designation to our various income categories instead? Thank you. |
| 13. | Re: Deposit Report
Posted by PamW on 10/9/2019 9:33:42 AM
Thank you, Ashleigh! I was thinking I was on the right track and you confirmed it. I appreciate your help. |
| 14. | Re: Donor Management Report Summaries
Posted by PamW on 6/21/2019 11:16:20 AM
I am new to eKyros, and had this same issue. Did you ever add the Donations Statistic Report that will allow me to set a date range to enable me to match my donations? I can't see to find it, and could really use this feature.
Thank you,
Pam |
| 15. | Re: Donor Management Report Summaries
Posted by PamW on 6/21/2019 11:35:14 AM
OOPS! Ignore my earlier post, I found it. |
| 16. | Re: Donor Management Report Summaries
Posted by PamW on 6/21/2019 11:43:30 AM
I was unable to get a report from Statistics, or can find anywhere I can get a report to match my daily or weekly deposits. I am usually not this dense.
Pam |
| 17. | Re: Donor Management Report Summaries
Posted by PamW on 6/21/2019 12:19:22 PM
Thank you for the quick reply Ashleigh!. I haven't used a Deposit Number in the past. I spent this week shoving deposits from Jan-last week into the system, just checking the totals visually as I went. Today I was actually "going live" and started looking for reports.
I will start using Deposit Numbers starting in July. That ought to make things easier. I appreciate your help!
Have a wonderful weekend!
Pam |