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lindak1119
Level 7
January 8, 2019
Question

How can I get a summary of contributions to show in the body of the email with a year-end donor statement?

  • January 8, 2019
  • 4 replies
  • 10 views
No text available

4 replies

SophiaAnnL
SophiaAnnL
Level 5
January 8, 2019

I know a report that can give you the details for the year-end donor statements, shirley1.

 

Right now, QBO is unable to create donor statements. Other users have suggested that you can get the summary of contributions by pulling up the Sales by Customer Detail report.

 

Here's how to generate the report:

  1. Click Reports on the left panel.
  2. Type Sales by Customer Detail on the search box.
  3. Click the Customize button in the upper right-hand corner.
  4. Maximize the Rows/Columns section, and then click the Change columns link.
  5. Check the box for Customers.
  6. Click Run report.

I'd encourage you to share this idea to our developers by leaving feedback. This lets us know how you'd like the program to work.

 

If you need anything else, just let me know.

maryhart
January 9, 2019

I followed the directions and it lists all the donors and their amounts however it shows many donors on one page but we need it to have one individual on each page.  Not sure how to do that.  

Mark_RModerator
Moderator
January 10, 2019

Thank you for joining the thread, maryhart.

 

You can definitely consider @SophiaAnnL's answer. But instead of customizing the Rows/Columns section, we'll need to choose a donor name in the Filter section. Here's how:

  1. On your Sales by Donor Detail page, click the Customize.
  2. Click Filter.
  3. Go to the Donor drop-down menu, and choose a donor.
  4. Click Run report.

Then, please repeat the same steps for the rest of your donors.

 

Also, the other way that you may want to consider is creating statements on the Donors page. Let me show you how.

  1. On the left panel, click Sales.
  2. Select the Donors tab.
  3. Select the donors you wanted to send a statement.
  4. Click the Batch actions drop-down, and choose to Create Statements.
  5. Under Statement Type, choose Transaction Statement.
  6. Click Save and send.

You may also want to watch this YouTube video about sending statement: https://www.youtube.com/watch?v=bvc4JD7L_0g

 

Please let us know if you have any other concerns. Have a good day!

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