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Applications > Donors and Gifts > Reports > Gifts List

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Gifts List


Use the Gift List to print a list in Detail or Summary. Choose a date range and/or dollar range if desired.

This Section Includes:

Filters

Options

Report

 

Filters

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

Report Format: Detail, or Summary

Date Filter:

Gift Types to Include: Cash, Non Cash, or Cash And Non Cash

Single Gift Dollar Filter:

Total Giving Dollar Filter:

Print Only Subdonors?:

Purposes Tab: Select the purposes to include.

Motivations Tab: Select the motivations to include.

Medias Tab: Select the media types to include.

Projects Tab: Select the projects to include.

 

Options

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

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

Sort By: Name, Purpose, Batch, General Ledger Account, or Project

Page Break On Sort?:

Print Address?:

Print Notes:

Print Donor Name for Anonymous?:

 

Report

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.