The Reports Menu
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Note that unless specified otherwise, all reports show data only for the current year, as selected with the Maintenance à Change Year option.
There are two ways to select the built-in reports:
Both of these ways include all of the same built-in reports. The Reports Browser is better for learning which reports are available, and what they do, whereas the sub-menus are better for quickly selecting a report when you already know which one you want.
The Reports à Donor Sub-Menu
The Reports à Donation Sub-Menu
The Reports à One Date Donation Sub-Menu
The Reports à Bank Deposit Sub-Menu
The Reports à Pledge Sub-Menu
The Reports à Receipt Sub-Menu
The Reports à Category Sub-Menu
The Reports à Fiscal Year Sub-Menu
The Donor sub-menu contains reports that are either per-donor, or that show groupings of donors (e.g. totals by donor categories). They may contain donation information, but they will be totalled by donor.
The Donation sub-menu contains either reports that list individual donations, or that summarize donations by their categories.
The One Date Donation sub-menu contains reports that list details and/or summary information about the donations entered for just one date.
The Pledge sub-menu contains reports on one or all donors' pledges and payments on those pledges. Varying numbers of reports are shown, and the reports have varying contents, depending on the type of pledging you have selected in the Pledges tab of the Maintenance à Main Window Options window. And this sub-menu is removed entirely if you have chosen not to display the Annual Pledge field, in the Donor tab of Maintenance à Main Window Options.
The Receipt sub-menu contains reports on receipts that have been issued.
The Category sub-menu contains reports that list your donor and donation categories.
The Custom Reports option allows you to create simple custom reports by picking columns from lists.
N.B. if you have selected not to show the field Member/Env. # in the Donor Details tab of Maintenance à Main Window Options, several reports on the Reports à Donor, Donation and Fiscal Year sub-menus that specifically include that field will not be shown, since they are not relevant if you aren't using that field.