Annual Statements - summarized

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.

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! ???