Annual Statements - summarized

Melissa Livingston

I need to run an annual giving statement that is summarized - but within the Financial Reports section you can not get the donors name and address on a summary - why??? They don't need the date of each gift, they just want to know how much they gave and to which fund! HELP!

Kylea Johnson

Hm I don't think you can do that! You may have to make it by hand or settle for the canned reports (which are admittedly bad--and the NXT version gives even MORE ridiculous information).

This report can be made in just a few clicks with a pivot table you could copy and paste into a letter, or a with power BI report if you want something pretty.

Melissa Livingston

Yes, that is what we have been doing but it would be so much easier if they would just give the option to add name and address.. oh well! Thanks for your reply!

Dana Burton

I've needed to do something similar for our donors but needed Primary addressee and salutation, primary address, each gift for the year and the total giving for they year. I had a little of a round-about way to accomplish what I needed and to have the same look of pre-RE.

First I built a Constituent query (so I could have the required fields and total giving), saved and exported as csv. I took that export and deleted duplicates of each person so there would be only one person per line and saved it as a different file name.

In Word, under mailings, I chose Start Mail Merge-Step by Step mail merge. Follow the prompts in the right window for letter/envelopes…insert your merge fields… When you Select Recipients, choose the file that has one name per line in your excel spreadsheet. This will give you a page for each constituent in Word. (Learned from trial and error!) After you merge the final letters, chose to edit the letters. This is where the first exported query comes in handy.

While editing the letters, you can copy from the cvs file in excel and the giving data fields into Word. You cannot have Word use a second ‘select recipient’ file. In excel, you can change the width of the columns and it will mirror that in Word. Once you have the spacing correct, it is simply copy/paste to have your annual statements. It's not as bad as it sounds! It is time consuming for a random, late caller requesting one though when you are finished! Message me if you have more questions! ???

Beth Gibney

I do something similar to this! I use a constituent query to use for the mail merge of the tax letter and the total amount of giving, then I also include with it the detailed financial report.

You could do similar by manipulating the export in excel, summing up the funds since that is what you need.

Fun fun! Email me if you need help! Beth.Gibney@atlanticare.org. I have a process with screenshots and notes.