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Audit Trail - Donor & Receipt Summary - Patron

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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

Development To print the donations in order of fiscal year. A complete summary is printed, even notes and comments

Criteria Hints

It is recommended that this report be run using:

Parameter Field Condition Value
Donation Year = Desired Year
Donation Date is Date Entered
Campaign # is one of desired campaign