Criteria allow you to refine the information in a report - before generating the report. Criteria can be used to find specific information and using criteria speeds up the process of generating a report.

1. To start, click the Reports button on the main toolbar. The Reports window opens.

   

   Click here for more information about the Reports window.

2. Select the report category, and the report to be used. Click the Print button.

   For more information on the specific reports, click here for a list of available reports.

   The Add Criteria window opens.

   

   Click here for more information on the Criteria window.

3. Click the New button to add the first criteria.

   The Add/Edit Parameters window opens.

   

   Click here for more information on the Add/Edit Parameter window.

4. Select an Operator.

   Operators are on the left hand side of the window. They are "AND, OR, NOT."

   AND	This criteria and all previous criteria will be used in the search.
   OR	This criteria or all previous criteria should be used in the search.
   NOT	All previous criteria but not this criteria will be used in the search.

5. Select a data field.

   Clicking on the plus symbol (+) next to a data category expands it to show a list of fields.

   choose indexed fields when possible as Reports generated with indexed fields generate much faster.

6. Select a condition.

   Conditions determine how the parameters react.

   Click here for more information on conditions.

7. Set the parameters.

   Depending on the data field and condition, the parameters may be a single number, a range of numbers, or a list of items.

   If a list of items is shown, multiple items can be selected by using the OPTION key (Mac) or the CTRL key (Windows).

8. At the bottom of the window, click the Save button.

   The Add/Continue button may also be used to add this criteria, and select additional criteria without leaving the window.

   

9. Click on the Sort tab, if necessary, and adjust.
10. Click the Done button to generate the report.

    Click here for more information on the Finished Reports window.

One section on the search sub window is called Exclude Records with Following Flags. There are a number of checkboxes in this section that allows you to quickly eliminate patrons from the search in a way that matched the marketing flag selections on the patron window.

Simply click on a checkbox and Theatre Manager will add the criteria for you automatically. Unclick the criteria and it will be removed from the search. In the example below:

• 3 checkboxes were clicked resulting in the last 3 criteria in the list
• The top two criteria were added using the normal criteria selection process.
• You can mix both criteria on any report.

This option only applies only to creating a mail list.

Adding people to a mail list

When Searching for patrons to ADD to a mail list, this set of checkboxes allows you to decide if the patron you get is the:

• Patron that matches the criteria. This means if an item is sold to the primary patron or secondary patron in a household, you will always find the person who the item was sold to.
• Primary patron only. Regardless of who the item was sold to, this will find the primary household member
• Non-Primary patrons only. This will find patrons if the patron connected to the search is not a primary patron. Any primary patrons that are found are discarded
• All Patrons in Household. This will find all patrons in a household, regardless of who purchased an item. e.g. if one person in the household gave a donation, then all members of the household will be selected.

Removing people from a mail list

When Searching for patrons to REMOVE from a mail list, this set of checkboxes allows you to decide if the patron removed is the:

• Patron that matches the criteria. This means if the item is sold to the primary patron or secondary patron in a household, you will always remove the patron who the item was sold to.
• Primary patron only. Regardless of who the item was sold to, this will remove the primary household member.
• Non-Primary patrons only. This will remove only patrons who are not the primary patron. A primary patron should remain on the mail list.
• All Patrons in Household. This will remove all patrons in a household, regardless of who purchased an item. e.g. if one person in the household gave a donation, then all members of the household will be removed if they happen to be on the mail list for some other earlier criteria.

This option only applies to mail merges or reports based on ticket data per performance. This generally means house reports, ticket inventory reports, course attendance, or letters based on tickets

For any ticket or course is sold to a patron, you can specify a person (other than the purchaser), who will use the ticket by gifting the ticket to this person.

A gifted ticket is always owned by the purchaser. Gifting to other patrons may occur for reasons like:

• A Parent registered for a course for their child
• A Corporation bought 10 tickets to a fundraiser and gave them to specific employees
• A person may have bought a subscription on behalf of their friends and you want to track who has certain tickets
• For social distancing (covid), you might ask who the attendee will be and gift them the ticket

When you run a report or mail merge, this allows two options. Click

• Find Sold To patron if you always want to see the purchasers name on a merge or report.
• Find Gifted To patron if you want to see the patron who the ticket was gifted to on the report or merge. If the ticket is not gifted, the original purchasers name will be shown.

When you see a list of criteria, just double click on the one you want to use.

You can also rename the criteria by selecting one in the list and using the rename button.

Parts of the Donations Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Donation Total Options
Show Donation Total Line	When checked, an additional line for donation totals will be added to the invoice.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Parts of the Header Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Address Label
Strict Address Compliance	Standardized address information enhances the processing and delivery of mail.
Regular Name	When checked, the regular name of the patron is used on the label.
Formal Name	When checked, the formal name of the patron is used on the label.
Company Name	When checked, the company name of the patron is included on the address label.
Title	When checked, the title of the patron is included on the address label.
Address Label Comment	When checked, the text entry box becomes active, allowing for an additional comment to be added to the address label.
Invoice Title & Style
Invoice	When selected, the invoice style will be used for generating the report.
Statement	When selected, the statement style will be used for generating the report.
Payment Reminder	When selected, the payment reminder style will be used for generating the report.
Confirmation	When selected, the confirmation style will be used for generating the report.
Contract	When selected, the contract style will be used for generating the report.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Parts of the Fees & Taxes Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Fee Options
Show Fee Detail Line	When checked, the fees for the invoice will be listed in detail.
Show Fee Total Line	When checked, the fees for the invoice will be summarized into a single line.
Tax Options
Include in Line Item	When checked, taxes for tickets, fees, passes, etc will appear with each line in the detail on the invoice ... or consider it showing each price with 'tax included'. Using this may mean you do not want to have some of the other tax options checked.
Show Tax Detail Line	When checked, the taxes for the invoice will be listed in detail.
Show Tax Total Line	When checked, the taxes for the invoice will be summarized into a single line.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Parts of the Footer Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Tear Off Section	Adjusts spacing so the footer can be torn off the invoice.
Performance Start Warning Time	Prints a time on the invoice to alert the patron to arrive at prior to the performance. When set to 0, this field will not print.
Additional Comments	The drop down menu is used to select any additional comments that should be included on the invoice. Comments can be added and altered under the Setup >> System Tables >> Invoice Comments menu. Click here for more information about Invoice Comments.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Parts of the Membership Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add theprevious criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog toname this criteria.
Membership Total Options
Show Pass/G.C. (Membership) Total Line Show Pass/G.C. (Membership) Notes	When checked, an additional line for membership totals will be added to the invoice.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Parts of the Payments Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Payment Detail and Summary Options
No Payment Detail	When selected no payment information will be printed on the invoice.
One Payment Per Line	When selected all payments will be printed on the invoice with one membership per line.
Summarize Payments on	When selected the payments will be summarized based on the selected parameter below.
Payment Method	When selected the payments will be summarized based on the payment methods field.
Payment Total Options
Show Payment Total Line	When checked, an additional line for payment totals will be added to the invoice.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Parts of the Projects Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Parts of the Tickets Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Ticket Detail and Summary Options
No Ticket Detail	When selected no ticket information will be printed on the invoice.
One Ticket Per Line	When selected all tickets will be printed on the invoice with one ticket per line.
Summarize Tickets on	When selected the tickets will be summarized based on the selected parameter below.
Play Code	When selected the tickets will be summarized by the play code.
Performance Series Code	When selected the tickets will be summarized by the performance series code.
Promotion Title (Internal)	When selected the tickets will be summarized by the internal promotion title.
Promotion Description (External)	When selected the tickets will be summarized by the external promotion description.
Ticket Total Options
Show Ticket Total Line	When checked, an additional line for ticket totals will be added to the invoice.
Ticket Date Options
Ticket Date Options	When checked, an additional line for the Performance Date will be added to the invoice.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

The Graphic Map by Performance report is found under the Attendance for House and Calendar Reports category.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a graphical map of a reserved performance showing sold seats for ALL tickets, held, and unsold seats. Sold seats are denoted by either Price Code or Promotion depending on system setup.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The Graphic Map by Ticket can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purposeof the Report

This report generates a graphical map ofa reserved performance showing all sold, held, and unsold seats. Sold seats are denoted by either Price Code or Promotion depending on system setup.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - Available Seats can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the House Report - Available Seats to print a list of seats available for reserved seating performances. This can be printed by seat assignment to help front of house.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using .

The House Report - By Order (With Mailing Address and Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.

Purpose of the Report

This report is a detailed listing of patrons attending a performance of an event separated by order. It includes address information, details about the order the patron placed and notes for both the order and patron.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.

Purpose of the Report

This report is a detailed listing of patrons attending a performance of an event separated by order. It includes shipping address information (instead iof primary address), details about the order the patron placed and notes for both the order and patron.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - By Order (With Address) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.

Purpose of the Report

This report is a detailed listing of patrons attending a performance of an event separated by order. It includes address information and details about the order the patron placed.

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.

Purpose of the Report

This report is a detailed listing of patrons attending a performance of an event separated by order. It includes shipping address information and details about the order the patron placed.

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - By Order (Without Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purposeof the Report

This report is a detailed listing of patrons attending a performance of an event separated by order. It includes details about the order the patron placed.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - By Patron (With Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report is a detailed listing of patrons attending a performance of an event. It includes a listing of the tickets the patron purchased for the event and order notes.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - By Patron (Without Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purposeof the Report

This report is a detailed listing of patrons attending a performance of an event. It includes a listing of the tickets the patron purchased for the event.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - By Ticket (With Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report is a detailed listing of tickets for the performance and includes patron and order information and notes.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - By Ticket (Without Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report is a detailed listing of tickets for the performance and includes patron information.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - Dinner Table Tents can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purposeof the Report

This report generates a listing of patrons attending the performance in a format that can be printed, separated, and placed on a dinner table as a marker.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - Reservation List (With Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report shows a summary of all order reservations for the performance along with ticket quantity, patron notes and order notes. All reservations are included in this report along with confirmed orders.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - Reservation List (With Order Balance) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report shows a summary of all order reservations for the performance along with balance information. All reservations are included in this report along with confirmed orders.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - Reservation List (Without Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report shows a summary of all order reservations for the performance along with ticket quantity, patron notes and order totals. All reservations are included in this report along with confirmed orders.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - Reservation List by Order (With Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purposeof the Report

This report shows a summary of all ordersfor the performance along with ticket quantity, patron notes and order notes.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - Reservation List by Order (Without Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purposeof the Report

This report shows a summary of all orders for the performance along with ticket quantity, patron notes and order totals.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The House Report - Revenues by Patron can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purposeof the Report

This report shows a breakdown of the revenue for each order attached to a performance of an event.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The Play Detail can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a detailed listing of an event including the G/L accounts assigned to the event.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one event as the criteria.

The Event List (With Notes) can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report lists the events selected in a more detailed format than the Event List report. Additional contact information and event notes are included on the report.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one season as the criteria.

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

The Play List can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report creates a listing of events with a quick view of details for the event.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one season as the criteria.

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

The Event Price Codes can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purposeof the Report

This report lists a price code detail for each performance of an event.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one event as the criteria.

The Play and Series List can be found under the Attendance for House and Calendar category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report provides a detail of all performances for an event and includes information in regards to sales method and venue.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one season or event as the criteria.

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

The Ticket Purchase Times report is found under the Box Office Statistics category. It provides an hourly breakdown of when tickets are purchased on a daily basis. This report also has additional Time Parameter and Sort & Subtotals. Click here for more information about the Time Paramaeters Tab. Click here for more information about the Sort & Sub total Tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purposeof the Report

This report generates an hourly breakdown of when tickets are purchased throughout a specified time parameter.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one date as the criteria.

The Ticket Sales - by Employee can be found under the Box Office Statistics category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a detailed listing of the ticket sales by each employee for a specific date.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one date or range of dates as the criteria.

The Ticket Sales - by Employee by Price Code can be found under the Box Office Statistics category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a detailed listing of the ticket sales by price code for each employee for a specific date.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one date or range of dates as the criteria.

The Ticket Sales - by Employee by Promotion can be found under the Box Office Statistics category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a detailed listing of the ticket sales by promotion for each employee for a specific date.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one date or range of dates as the criteria.

The Ticket Sales - by Order Solicitor - Detail can be found under the Box Office Statistics category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a detailed listing of the orders for each employee.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one date or range of dates, and/or one employee as the criteria.

Use the SHIFT key to select a series of employees, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual employees.

The Ticket Sales - by Order Solicitor - Summary can be found under the Box Office Statistics category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a summary listing of the orders for each employee.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one date or range of dates, and/or one employee as the criteria.

Use the SHIFT key to select a series of employees, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual employees.

The Tickets Printed More Than Once can be found under the Box Office Statistics category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report contains a listing of tickets that have been printed multiple times.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one date or range of dates as the criteria.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the "Calendar of Events - Daily View" to display the travelling troupe/touring sales on a daily basis. Since this report also displays timing, accomodation and contact information, it may be useful for the tour manager or stage manager.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using touring events that are for the future.

The Contact Audit Listing report can be found under the Patron Notes and Contact History category. This report has additional criteria options. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of all notes that have been added to a patron record under the Letter tab.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run with a single patron or range of patrons as the criteria.

The Contact Detail for a Patron - 1 Per Page report can be found under the Patron Notes and Contact History category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of each patron with notes and contact information.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run with a single patron or range of patrons as the criteria.

The Contact Detail for a Patron - Condensed report can be found under the Patron Notes and Contact History category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of all patrons with notes and contact information.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run with a single patron or range of patrons as the criteria.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of all patrons with notes and contact information.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run with a single patron or range of patrons as the criteria.

The Traveling Troupe Itinerary can be found under the Calendar and Facility Management category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report contains an itinerary of a Traveling Troupe performance as it entered into Theatre Manager. Information in regards to call times, travel times, and performance are all listed.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

The Course Attendance Sheets can be found under the Course Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Course Attendance Sheet ti generate a sheet to be used for attendance.

Purpose of the Report

You use the Course Attendance Sheet ti generate a sheet to be used for attendance. As attendance is entered into theatre amanger, the results can be printed using this report.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

The Course Roster report can be found under the Course Reports category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Course Roster report to print a list of of patrons who are attending a class or course, along with their relationships to other patrons such as a parent or teacher.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

Being able to create, assign, and print report cards is part of the Courses module. Before report cards can be used, you need to set up the following in the Setup >> System Tables >>code tables:

• Report Card Templates, click here for more information,
• Course levels, to assign different levels or grades of classes, click here for more information,
• Report Card Categories for different areas to assess students, click here for more information,
• Report Card Ratings, to describe your system of assessment, click here for more information.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Audit List Receipts to print a list of receipts and the Donor who received them.

Purpose of the Report

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

The Audit Trail - Donor & Pledge Daily Audit can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Audit Trail - Donor Pledge & Daily Audit to tally data within a given time period (usually daily) based on the donations and payments recveived within a specified time frame. It is best run after the end of day wizard has been finished, because this is when all the sales postings have been finalized for the prior day and all payments have been deposited. This report can be run for a date range that is more than one day, for part of a day, or a time period that crosses two days.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

The Audit Trail - Donor & Receipt Summary - Patron can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Year (Program) to tally data within a given time period (usually daily) based on the donations and payments recveived within a specified time frame. It is best run after the end of day wizard has been finished, because this is when all the sales postings have been finalized for the prior day and all payments have been deposited. This report can be run for a date range that is more than one day, for part of a day, or a time period that crosses two days.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

The Audit Trail - Donor & Receipt Summary Campaign can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Audit Trail - Donor & Receipt Summary Campaign to tally data within a given time period (usually daily) based on the donations and payments received within a specified time frame. It is best run after the end of day wizard has been finished, because this is when all the sales postings have been finalized for the prior day and all payments have been deposited. This report can be run for a date range that is more than one day, for part of a day, or a time period that crosses two days. This report gives you a quick summary of donation campaigns over time

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

The Campaign List can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Campaign List to print a list of Donation Campaigns.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

An example of the report is to the right and some notes about the report follow.

Please be aware of the Rules for a receipt to print described at the bottom of the web page.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.
• This report has some custom parameters to control wording and settings on it

Purpose of the Report

You use the The Charitable Receipts for Donor (Annual) to print annual donation receipt summaries.

	Donation receipt options can be set for each individual donation. Only payments for donations needing an annual donation tax receipt will print. Note: you can change the receipt type for many donations on the donation list for each campaign
	The Annual Statement Style tax receipt limits to 500 records to avoid memory issues. After printing a batch of receipts, run the report process again to print the next batch.
	Be sure to set some default values in the donation tab in Company Preferences for: charitable receipt number (required in Canada) your issuing location and web site (required in Canada) Revenue Canada, IRS or information web site if required by law. (required in Canada) facimile signature. Canada Revenue Agency has specific rules about computer signatures on its web site

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

In addition to the quick criteria above, you can also use the search tab if you want to create some more elaborate search criteria such as multiple campaigns, patron number range, date ranges, donation types, etc.

Rules for a Receipt to Print

There are very specific criteria to retrieve data for printing. ALL of the following must be true before an annual style receipt can be printed.

1. Donation receipt option must be the annual statement style
2. Donation Group Security - You must be permitted access to the donation
3. Campaign Group Security - you must be in the access group permitted to access the campaign
4. Receipt Year - the receipt date for the payment must be in the calendar year specified. This means payments that cross calendar year boundaries will appear in the appropriate year's receipt.
5. Name/Company - (optional) if specified, the patrons name must contain the value entered. If you see the patron on the patron list using this search, you will find them for donations
6. Campaign - (optional) if specified, only this campaign will be included. otherwise all campaigns will be included.
7. Donation Type - cannot be soft credit, prospect or hard pledge
8. Receipt required must satisfy both cases:
   • The Campaign must allow printing of receipts and donation amount must be greater than minimum receiptable amount
   • The Donation Receipt itself must be marked required
9. Payment Receipts can be from payments that are wither:
   • post-dated - the payment MUST be deposited to avoid generating receipts for credit card payments that are declined
   • not post-dated - doesn't matter if the payment is deposited or not
10. Not Receipted yet - there must be AT LEAST ONE payment NOT RECEIPTED otherwise you cannot print an overall receipt with receipt number. If none of the payments have been receipted, then all payments in the annual receipt get the same receipt number. You can reissue receipts if you un-print a prior receipt, which creates an audit trail as required by Revenue Canada.

An example of the report is to the right and some notes about the report follow. Please be aware of the Rules for a receipt to print described at the bottom of the web page.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.
• This report has some custom parameters to control wording and settings on it
• Click here for a Charitable Receipts example.
• One Receipt per payment can be used for automatic receipt generation for online purchases when enabled in the campaign setup.

Purpose of the Report

You use the Charitable Receipts for Donor to print Donation receipts on a preprinted form according to the preferences on each donation. Theatre Manager prints previously unprinted receipts and updates them with the next receipt number. Receipts only print if payment is received, the print option requires one and the campaign allows it.

	Donation receipt options can be set for each individual donation. Only payments for donations needing a one receipt per payment will print on this tax receipt. Note: you can change the receipt type for many donations on the donation list for each campaign
	The One Receipt per Payment tax receipt limits to 250 records per printing to avoid memory issues. After printing a batch of receipts, run the report again to print the next batch.
	Be sure to set some default values in the donation tab in Company Preferences for: charitable receipt number (required in Canada) your issuing location and web site (required in Canada) Revenue Canada, IRS or information web site if required by law. (required in Canada) facimile signature. Canada Revenue Agency has specific rules about computer signatures on its web site
	There will be TWO dates on the tax receipt if the date of payment for the donation is different than the date tat the receipt was printed. This is a Revenue Canada requirement for official tax receipts

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

In addition to the quick criteria above, you can also use the search tab if you want to create some more elaborate search criteria such as multiple campaigns, patron number range, date ranges, donation types, etc.

Rules for a Receipt to Print

There are very specific criteria to get a tax receipt to print. ALL of the following must be true before a tax receipt for a payment can be printed.

1. Donation receipt option must be one receipt per payment
2. Donation Group Security - You must be permitted access to the donation
3. Campaign Group Security - you must be in the access group permitted to access the campaign
4. Receipt Year (optional) the receipt date for the payment must be in the calendar year specified.
5. Name/Company - (optional) if specified, the patron's name must contain the value entered. If you see the patron on the patron list using this search, you will find them for donations
6. Campaign - (optional) if specified, only this campaign will be included. otherwise all campaigns will be included.
7. Donation Type - cannot be soft credit, prospect or hard pledge
8. Receipt required must satisfy both cases:
   • The Campaign must allow printing of receipts and donation amount must be greater than minimum receiptable amount
   • The Donation Receipt itself must be marked required
9. Payment Receipts can be from payments that are either:
   • post-dated - the payment MUST be deposited to avoid generating receipts for credit card payments that are declined
   • not post-dated - doesn't matter if the payment is deposited or not
10. Not Receipted yet - the payment cannot have a donation receipt issued for it yet. You can reissue receipts if you un-print a prior receipt, which creates an audit trail as required by Revenue Canada.

The Donation Cash Flow can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donation Cash Flow to print a a chart for the amount of time elapsed between donation date to payment date.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

• contact information, company, address, and phone number
• when a donation and its corresponding payments were given
• Balance due on the donation, if any
• the campaign
• donor receipt name
• fiscal and program year

Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor & Pledge Summary with Payments to print a list of of patrons with a donation summary and the payments. This can manage donation receivables.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

The Donor Detail - Campaign & Year (Fiscal) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:

The Donor Detail - Campaign & Year (Program) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

The Donor Detail - Donor & Pledge can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Donor & Pledge to print a list a complete summary of the donation history for each patron including notes and comments. This report is sorted by donor.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

The Donor Detail - Giving Level can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using .

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Detail - Pledge History with Custom Fields (Fiscal) report can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, including notes, comments and soft pledges.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using .

The Donor Detail - Pledge History with Custom Fields (Fiscal) report can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using .

The Donor Detail - Receipt can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. This report creates a detailed listing of all donations by a patron and associated receipt information.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using .

The Donor Detail - Year (Fiscal) report can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

The Donor Detail - Year (Program) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Email/Letter Correspondence Listing for a listing of emails or letters for a given patron.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using:.

Warning: This report only selects emails/letters connected to the criteria you enter. For example: Only patron criteria - will retrieve any letter or email associated with the patron Donation Campaign criteria - will only select the letter if it was specifically connected to a donation - all others are ignored Donation Receipts - will only select the letter if it was specifically connected to a donation receipt - all others are ignored. Letters can only be attached to a donation receipt by Using the form letter merge feature Picking a letter that is specifically designed or donation receipts Merging against each individual donation receipt and Saving the letter history Volunteer Data - will only select the letter if it was specifically connected to a volunteer activity receipt - all others are ignored etc.

• Patron,
• Household,
• Campaign, or
• combinations of the above.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.

Fields to include on the report

You can include or exclude the various donation types such as:

• Real monetary donations
  • donations marked as 'gift'
  • those marked as 'hard pledge'
  • Matching Gifts that are associated with either of the above donation types
• Not yet realized donations
  • soft pledge - those marked as potential donations
  • prospects - also marked as potential donations in their own category
  • soft credits - which given as a 'match' against real donations in the style of 'give or get'. usually applied to solicitors or board member campaigns.

Purpose of the Report

You use the Donor Giving Trend by Year (Fiscal) to print an annual fiscal year donation total across the page for each patron. This indicates the giving trends for a donor.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run without criteria or using a group of patrons for larger databases as the criteria.

• Patron,
• Household,
• Campaign, or
• combinations of the above.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.

Fields to include on the report

You can include or exclude the various donation types such as:

• Real monetary donations
  • donations marked as 'gift'
  • those marked as 'hard pledge'
  • Matching Gifts that are associated with either of the above donation types
• Not yet realized donations
  • soft pledge - those marked as potential donations
  • prospects - also marked as potential donations in their own category
  • soft credits - which given as a 'match' against real donations in the style of 'give or get'. usually applied to solicitors or board member campaigns.

Purpose of the Report

You use the Donor Giving Trend by Year (Program) to print an annual program Donation total across thepage for each patron. This indicates the giving trends for a donor.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run without criteria or using a group of patrons for larger databases as the criteria.

The Donor History - Combined Giving Listing can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor History - Combined Giving Listing to pint a list of receipts and the Donor who recieved them.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the number of gifts and pledges, the actual amount, the average gift and the giving level for the selected range of donors.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

The Donor Program Insert - Giving Level can be found under the Donation Reports & Receipts category. The criteria panels for this report contain additional options. Below the image are notes to help you in using the report.

	Make sure to set summarization options in the Insert Summary tab to aggregate all donations by donor, household etc. before creating the PlayBill
	Once this report is printed to screen, its is helpful to Copy/Paste it to MS-Word (or similar tool). Then all you need do is reformat the pasted text in the way you like your playbill to look by: changing some text to bold, Adjusting fonts and font sizes making multiple columns -and/or- adding blank lines where appropriate
	Program Insert reports are always printed in this following order: Giving level (if you choose to aggregate multiple donations into one total, then it is the total of all donations) Donor Program SORT NAME on the donation (patrons are not sorted alphabetically by last name)

• Click here for information on generating a report.
• Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Program Insert - Giving Level to view donor summary was previously created by previously running either one of the program listing by giving level reports. It prints by corporate/individual flag and giving level.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

	Make sure to set summarization options in the Insert Summary tab to aggregate all donations by donor, household etv before creating the PlayBill
	Once this report is printed to screen, its is helpful to Copy/Paste it to MS-Word (or similar tool). Then all you need do is reformat the pasted text in the way you like your playbill to look by: changing some text to bold, Adjusting fonts and font sizes making multiple columns -and/or- adding blank lines where appropriate
	When copying this report to word, you may wish to avoid selecting the column with the donation totals - it is for referenced only.

Click here for information on generating a report.

Purpose of the Report

This report creates a listing of patrons in each giving level of a matrix that can be used as a front of house program insert. It also includes the dollar totals for the patron.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run without criteria or using a specific campaign or date range.

The Donor Summary - Campaign & Giving Level (Program) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Summary - Campaign & Giving Level (Program) to summarize the total donations amd print totals by program year, campaign and giving level..

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run either without criteria or for a specific campaign as the criteria.

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary - Campaign & Year (Fiscal) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Summary - Campaign & Year (Fiscal) to print a list of receipts and the Donor who received them.

Purpose of the Report

This report creates a summary of each campaign by fiscal year.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run either without criteria or for a specific campaign as the criteria.

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary - Campaign & Year (Program) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Summary - Campaign & Year (Program) to summarize the total donations and print the totals by program year and donation campaign.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary - Donor (Fiscal) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Summary - Donor (Fiscal) to print a list of receipts and the Donor who received them.

Purpose of the Report

This report creates a listing of each patron's donor history by fiscal year.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run either without criteria or for a group of patrons for larger databases as the criteria.

The Donor Summary - Donor (Program) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Summary - Donor (Program) to print a quick synpsis of the Donations for each patron who has given. Phone numbers and addresses are printed, making this useful for telemarketing.

Purpose of the Report

This report creates a listing of each patron's donor history by fiscal year.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run either without criteria or for a group of patrons for larger databases as the criteria.

The Donor Summary - Giving Level & Year (Fiscal) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Summary - Giving Level & Year (Fiscal) to summarize the total donations and print the totals by fiscal year and giving level.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run either without criteria or for specific campaign as the criteria.

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary - Giving Level & Year (Program) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Summary - Giving Level & Year (Program) to summarize the total donations and print the totals by program year and giving level.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run either without criteria or for specific campaign as the criteria.

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor Summary to print a quick synopsis of the donations for each Patron who has given.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run with the fiscal year as the criteria.

The Donor with Balance Due can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Donor with Balance Due to print a list of Patrons with a donation summary that have an outstanding balance due. This is used to manage all donation receiveables, including incomplete pledges (whether on schedule or not).

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run either without criteria.

The Donor Behind in Their Pledge Payments report can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.

Purpose of the Report

You use Donor Behind in Their Pledge Payments to print a list of people who have committed to donated using the typical pledge process; where:

• You have Created a Pledge Schedule for the patron containing correspondence to be sent to them
• You print and send the outstanding reminder letters (emails are sent automatically) indicating that their pledge payment is due.
• The donor may (or may not) pay on the appropriate pledge due date. When they pay on their pledge balance:
  • the balance on the donation is reduced, which may result in a remaining balance, if not fully paid
  • the tax receipt can now be printed for the above payment, unless you are intending on doing one for end of year and indicated the appropriate receipt option when creating the donation.
• This report will show people who are behind in the pledge payments. This is people who have not yet paid based on outstanding reminders

This report is NOT intended for patrons who: are paying for a donation using post dated payments or for recurring donations which have no fixed end date and the subsequent donations are only created only at the time of next date due. since those donations are always considered fully paid at time of entry - even if the money is not yet in the bank.

Departments Who Benefit From This Report

Criteria Hints

It is recommended that this report be run using: