| Current Donor | Lists all donations for the currently selected donor (including the Descriptions), plus a summary by category. |
| All Donations | Lists all donations with their categories, either Sort by Name or Sort by Date.
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| Receiptable | Lists all receipted donations, sorted by date then name. |
Non-Receiptable /
| Pre-Receipted | Lists all donations that are not eligible to be included in a receipt, because their Cheque # / Paid By value is "Non-Receiptable" or "Pre-Receipted", or the donor's Category 1 or Category 2 value is "Non-Receiptable". Sorted by date then name. |
| Unreceipted | Lists all donations that have not yet received a receipt but could receive one, sorted by name then date. (It omits any donations with the Cheque # / Paid by values "Non-Receiptable" or "Pre-Receipted", or where the donor's Category 1 or Category 2 value is "Non-Receiptable".) This can be used to identify missed donations that should be receipted if you are using Receipt à Filtered Donors rather than Receipt à All Donors to issue the receipts. |
N.B. Between them, the previous three reports list all donations.
| Summary by Category | Gives just a summary of all donations by their category. You may specify a range of dates to report on. This includes a count of the number of donations in each category, and the number of donors giving donations in each category. It also has a total at the bottom, labelled "Total Distinct Donors across all Categories", which is the total number of donors with donations (which is often different from the sum of the "# Donors" column that it appears underneath). This final total is the count of donors with donations that is relevant when deciding which price your organization needs to pay for a Full License or Annual Renewal.
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| Summary by Paid By | Like Summary by Category above, but it summarized by the value in the Cheque # / Paid By field for the donations, not by their Category. If a cheque number is entered into the Cheque # / Paid By field, either "Check" or "Cheque" will be used as the value to summarize on, depending on your location, as set in Maintenance à Receipt Options. |
| One Date Details | Lists all donations entered with a given date. This can be used as a paper backup of each day's entries after they are made, or to help with reconciling totals for that day's entries. |
One Date Details with
| Member/Envelope # | The same as the previous option, except that it includes, and is sorted by, the Member/Envelope number. This includes a “Member / Envelope # Checksum” at the bottom. This value is just the sum of all distinct envelope numbers that appear in the report. This can be used as a double-check that you entered the donations for the correct donors when using One Date Donation Entry, if you add the envelope numbers up with a calculator before doing your entries. |
| One Date Summary | Lists totals by category of all donations entered with a given date, as well as totals by "Paid By" of all donations on that date. (In the second set of totals, all "Cheque # / Paid By" values that contain an actual cheque number are grouped together under the heading "Cheques".) This can be used to make an entry into your accounting system. |
| By Donor By Category | Lists totals of donations for each donor, by category of donation, for both the current and the previous year. |
Details, One Page Per
| Donor | Similar to the actual receipts - lists all donation details (including the Descriptions), plus a summary by category, for each donor, one page per donor. Prompts for a range of dates of donations. This could be used (for instance) to hand out quarterly reports on givings to donors. See Statements and Receipts for further discussion of how this can be done using this report or the next one. |
Category Totals, One
| Page per Donor | Lists totals by donation category, for each donor, one page per donor. Prompts for a range of dates of donations. |
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