Generating a year end report
Posted: Mon May 05, 2008 2:55 pm
To create a true "year end" report you can do the following steps:
1. Close down all programs (including Donor Manager)
2. Double click on the clock in the lower right hand corner
3. Change the date to December 2007 (to create a 2007 report)
4. Open Donor Manager
5. Under Reports choose the "Trailing 12 month giving analysis" report. Make sure that the filter is set to show those who "have given in the past 12 months" (or you an set the filter as you desire).
6. Create the report and print out.
7. Close Donor Manager
8. *** VERY IMPORTANT *** CHANGE THE DATE BACK TO THE CORRECT DATE (steps 2 and 3 above).
Blessings,
Phil Leckrone
1. Close down all programs (including Donor Manager)
2. Double click on the clock in the lower right hand corner
3. Change the date to December 2007 (to create a 2007 report)
4. Open Donor Manager
5. Under Reports choose the "Trailing 12 month giving analysis" report. Make sure that the filter is set to show those who "have given in the past 12 months" (or you an set the filter as you desire).
6. Create the report and print out.
7. Close Donor Manager
8. *** VERY IMPORTANT *** CHANGE THE DATE BACK TO THE CORRECT DATE (steps 2 and 3 above).
Blessings,
Phil Leckrone