Gifts List

Use the Gift List to print a list in Detail or Summary. Choose a date range and/or dollar range if desired.

Filters

1. Complete the following filters as needed.

• • Report Format: 
    • Detail
    • Summary
  • Date Filter:

• • Gift Types to Include:
    • Cash
    • Non Cash
    • Cash And Non Cash
  • Single Gift Dollar Filter:

• • Total Giving Dollar Filter:

• • Print Only Subdonors?

2. The following tabs are available. 
   • Purposes Tab: Select the purposes to include.
   • Motivations Tab: Select the motivations to include.
   • Medias Tab: Select the media types to include.
   • Projects Tab: Select the projects to include.

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?
  • Sort By:
    • Name
    • Purpose
    • Batch
    • General Ledger Account
    • Project
  • Page Break On Sort?
  • Print Address?
  • Print Notes?
  • Print Donor Name for Anonymous?
  • Print Phone Number?
  • Print Envelope Number?
  • Export Option:
    • None
    • CSV

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 20:44