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Applications > Donors and Gifts > Reports > Purpose List





Purpose List

The Purpose List report produces three different types of reports. The Detail Format and the Summary Format lists each Contribution Purpose along with various set up information. The Giving List format produces a recap. 

This Section Includes:






Filters allow you to reduce the number of entries that appear on the report. Select from the following fields to filter your report.

Purposes to Include: Choose the purposes to include from the drop-down list, Actives, Inactives, or All.


The Options tab allows you to change the appearance and set the sort order for your report.

Click the Change Appearance? check box and then choose the Font Type, Size, and Percent.

Report Format: Detail, Summary, or Giving List

Sort By: Name, or Purpose Code

Print for Purposes: Purpose And Name Columns, Purpose Column, or Purpose Name Column

Print Additional: Print Setup Information, and/or Print Notes

Detail Columns: Active, Tax Deductible, Begin And End Dates, First And Last Gifts, and/or Bank Account And Income Account


Click the Run Report button to generate a preview of the report.

Click the Clear Preferences link to reset all of your report preferences to their default values.

Click the Close Report button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.