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Starting in version 3.42 of DONATION, there is a new Reports à Fiscal Year sub-menu, which includes reports on the total donations per donor with a fiscal year, individual donations within a fiscal year, or other summaries of donations within the fiscal year. You can also design your own fiscal year-based reports in the Reports à Custom Reports window.
Before creating any fiscal year reports, you need to set up the fiscal year start's month and day in the Maintenance à Organization Info window. If your fiscal year is the same as the calendar year, the reports in this sub-menu are not available, because they merely duplicate the features of other existing reports, on the Reports à Donor sub-menu or the Reports à Donation sub-menu.
Please see Fiscal Years in DONATION to fully understand how the program deals with calendar and fiscal years.
The following are the reports on the Fiscal Year sub-menu:
| Donor Totals, Sort by Name | Lists all donors in the last 2 years, with their total donations for the current fiscal year, and their Donor Category 1 and 2 values. A selection window is first displayed, showing you the fiscal year start and end date, and allowing you to optionally pick only one Donation Category to include in the report. |
| Donor Totals, Sort by Amount | Lists donors with donations during the current fiscal year, with their donation totals, and their Donor Category 1 and 2 values. Sorted descending by the total donation amount. A selection window is first displayed, showing you the fiscal year start and end date, and allowing you to optionally pick only one Donation Category to include in the report. |
Donor Totals,
| Sort by Member/Envelope # | Lists donors with donations during the current fiscal year, with their member/envelope numbers and donation totals. Sorted by member/envelope number for donors with such a number, then by name for all other donors. A selection window is first displayed, showing you the fiscal year start and end date, and allowing you to optionally pick only one Donation Category to include in the report. |
| Donation Details, Sort by Name | Gives the details of all donations during the current fiscal year, sorted by donor name. |
| Donation Details, Sort by Date | Gives the details of all donations during the current fiscal year, sorted by donation date. |
| Summary by Category | Gives just a summary of all donations by their donation category, for the current fiscal year. 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). |
| Summary by Paid By | Like Summary by Category above, but it is 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 -> Receipt Options. |
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