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Donor Program Insert - Giving Level

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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 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

  • 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

Development Use this report to create a program insert of patrons by giving level.
Marketing Use this report to create a program insert of patrons by giving level.

Criteria Hints

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

Parameter Field Condition Value
Donation Year - Program = (Program Year)