The Purpose List report produces three different types of reports. The Detail and Summary formats list each contribution purpose along with various setup information. The Giving List format produces a recap.
Filters
Complete the following filter as needed.
-
Purposes to Include:
- Actives
- Inactives
- All
Options
Complete the following options as needed.
- Change Appearance?: Check the box to change the font type and size. A dropdown is also available to control the white space between columns by a percentage.
- Banded Rows?
- Report Format:
- Detail
- Summary
- Giving List
- Sort By:
- Name
- Purpose Code
- Print for Purposes:
- Purpose And Name Columns
- Purpose Column
- Purpose Name Column
- Print Additional:
- Print Setup Information
- Print Notes
- Detail Columns:
- Active
- Tax Deductible
- Begin And End Dates
- First And Last Gifts
- Bank Account And Income Account
Report
- Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
Updated