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Reference

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  • References include accurate, up-to-date, comprehensive information
  • Tutorials and How-To guides are led by needs of the user, Reference material is led by the product it describes
  • Although reference should not attempt to show how to perform tasks, it can and often needs to include a description of how something works or the correct way to use it
  • Examples of Reference material are Dictionaries, Encyclopedias or Glossaries
  • Software examples of Reference material are API documentation, class documentation or function documentation

Donor Detail - Receipt

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.

Donor Detail - Pledge History with Custom Fields (Program)

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.

Donor Detail - Pledge History with Custom Fields (Fiscal)

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.

Donor Detail - Giving Level

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.

Donor Detail - Donor & Pledge

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.

Donor Detail - Campaign & Year (Program)

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.

Donor Detail - Campaign & Year (Fiscal)

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.

Donors Behind in Their Pledge Payments

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.

 

Donor & Pledge Summary with Payments

The Donor & Pledge Summary with Payments can be found under the Donation Reports & Receipts category. It can be used to see:
  • 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.

Donation Cash Flow

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.

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