Purpose List

The Purpose List report produces three different types of reports. The Detail Format and the Summary Format lists each Contribution Purpose along with various set up information. The Giving List format produces a recap. 

Filters

1. Complete the following filters as needed.

• • Purposes to Include: 
    • Actives
    • Inactives
    • All

Options

1. Complete the following options as needed.

• • Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the 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

1. 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 of your report preferences to their default values if needed. 
2. Click the Close Report button to return to the dashboard.

Updated February 27, 2025 20:43