| Donation Info | Sort by Name: Lists all donors, with their donation totals and categories for this year and last year. You are prompted for a range of dates to restrict this report to, and optionally a category.
Sort by Amount: Lists only donors who have given a donation this year or last year with totals of those donations, sorted by this year's donation totals, in descending order. You are prompted for a range of dates to restrict this report to, and optionally a category.
Sort by Member/Envelope #: Lists all donors, with their donation totals for this year and last year, in order by Member/Envelope number. (Those with such a number all come before those without one.) You are prompted for a range of dates to restrict this report to, and optionally a category.
Last 4 Years: Gives totals for each donor for each of the last four years, plus a grand total. Only includes donors who have given in at least one of those years. |
| Addresses | Lists the name, address and phone number of all donors. |
Addresses by Member/
| Envelope Number | Same as the previous report, but also adds the Member/ Envelope Number, and sorts numerically by it. |
| Potential Duplicates | Lists donor names which may be duplicates of each other, based on a "sounds-like" rule. This should be run periodically to check for donors that may have been entered twice. However, some duplicate entries with spelling errors may not be caught by this report, and it will definitely print names that are not duplicates of each other, but just sound alike. Warning: Because this report has to compare every donor to every other donor, if you have a lot of donors, this can take a long time to run (many minutes). |
If you do find real duplicates with this report, you can merge them with Database à Merge Duplicate Donors.
| Mailing Labels | Prints mailing labels for all donors, or only for donors who have donations within a specified range of dates. See the section on Mailing Labels for details on the types of labels available. |
Mailing Labels with
| Member/Env # | Prints mailing labels for all donors, or only for donors who have donations within a specified range of dates, with the Member/Envelope # included on the top line with the name. Only available in 4" x 1" labels. See the section on Mailing Labels for details on this type of label.
|
| Envelope Box Labels | Prints labels for all donors, with just "Envelope # ..." (the actual number instead of "...") and the name. These can be put onto the box of envelopes for that donor. Only available in 4" x 1" labels. See the section on Mailing Labels for details on this type of label.
|
| Envelopes | Prints donors' names and addresses on standard #10 envelopes, for all donors, or only for donors who have donations within a specified range of dates. See the section on Envelopes for further details. |
| Category 1 Totals | Lists the donation amounts totalled by Donor Category 1 and subtotaled by Category 2. |
| Category 2 Totals | Lists the donation amounts totalled by Donor Category 2 and subtotaled by Category 1. |
| Old Donors | Lists donors that have not given for 2 years, with the date of their last donation and the total amount they have ever given. N.B. If you have deleted old years' data with the Database à Delete Old Data menu option, that old data will be gone, and thus will not be included in the past years' total that is in this report.
|
| Charity Donors | Lists donors that have their Charitable # field filled in (i.e. ones that are themselves charities), with their Charitable # and total givings for the year. |
|