 jcrosby
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| Joined: 26 Jan 2009 |
| Total Posts: 6 |
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reporting
Posted: 26 Jan 2009 05:37 PM |
| I am looking for a report(s) that would give me financial information - i.e. total contributions by donor. (this would be helpful if it could also be done for specific date perameters.) I pull the donation report and see an entire list of contributions made by a specific donor - what about a total? Also, new subject, is it possible to set up a donor to receive only an annual donation statement rather than have one print each time a contribution is made. I am a new user so tips and tricks are appreciated! |
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Re: reporting
Posted: 28 Jan 2009 08:41 PM |
Hi jcrosby,
check out the batch receipts report. you can filter it by date range and by specific donor. be sure to use the "Report" view as it will sum all gifts at the bottom. In terms of annual donors, one option is to track them by categories and then use the category filter in the report.
hope that helps. |
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