How to Configure Donor Report Content

This topic shows you how to configure the content available for users to select as options when they create donor reports. These options must be configured before users can set up and create the following reports:

To configure your donor report content, complete the following:

  1. To configure donor report content, complete the following:

  2. In the Reports group click Donor to open the Donor Reports page.
  3. In the upper-right corner, click  Configure, and then select the   Contents option to open the Report Contents window.
  4. The Statements tab contains options used to configure donor report content. For descriptions of these options, go to Content Options for Donor Reports.
  5. Configure the content you want to make available to users when they set up donor reports.
  6. Click  to save the report configuration.

 

Related Topics

 


© Offering Help v5.0.15 November 8, 2023 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.