In This Article:

    Running a Donor Statistics Report

    In This Article:

      1. On Step #1 of the Donation Statistics Wizard, select Donor Statistics. Choose the appropriate dates, Campaign and Appeal as demonstrated in the previous section.

      2. You may limit the number of records returned by entering a numeric value in the Maximum records field. Leave this field blank to return all records that meet the selection criteria.

      3. Choose whether or not you would like to include Donors, Co-Donors or Soft Credit Donors. For this example all donors have been included.

      4. To change the sort order for a Donor Statistics query type, select an item from the Sort Order list at the bottom of the screen. Use the Move Up or Move Down button to the right of the list to move that item to the desired position.                                                                          

      5. Select Next in the lower right hand corner of the screen.

      1. The data is returned with all information that match the criteria defined in the previous steps. Confirm that you have included the correct criteria.

        NOTE: The results returned will list the Donor Type. D = Donors, C = Co-Donors and S = Soft Credit Donors. See example to the right. It is important to note that Co-Donors and Soft Credit Donors are marked as such and do not show to whom they are the Co-Donor or Soft Credit Donor.                 

        If changes to the criteria are needed, select the Back button.

        NOTE: Spouses are listed separately for their combined or individual gifts. In-kind gifts are always included in this listing, they cannot be excluded. Initial pledges and payments on the pledge are included as well.

      2. If you wish to exclude specific records, even though they meet the criteria defined, select the checkbox next to the appropriate record to deselect it.

      3. If you need to edit information, select the Details magnifying glass.
        NOTE: Adding or Editing information on the Query Detail screen will not permanently modify the record.

      4. After the results are returned, select the Next button in the lower right hand corner of your screen.

      5. Four options are available. Choose the desired option.

        Preview / Print Letters to preview the letters, choose the appropriate template, and print the letters. This option is available only if you selected the Donor Statistics Query Type on the first wizard panel. Create these letters in the Word Processor, save them and then configure them as a donation letter by selecting Manage > Configuration > Form Letters.                                

        NOTE: The Donor Statistics Query works with DonorPro’s built-in word processor only. For more information on creating documents for this feature, please refer to the Built- In Word Processor ‘Adding a Thank You Letter Template’ section for more information.

        • Print Labels to print the pre-populated labels or envelopes. This option is available only if you selected the Donor Statistics Query Type on the first wizard panel. There may be a pause while your default printer is being identified.

        • Save Query Results to save the query results to a file that can be opened with your spreadsheet software or with a browser. Copy to Clipboard to copy and then paste the query table into other programs, such as your spreadsheet software or word processor.

      If Preview / Print Letters was selected, the preview window opens. Select the desired Category option.

      Choose the desired Form Letter from the drop down list.

      To save as a note in the constituent’s record, check the Save to Constituent on Print checkbox.

      You can navigate through the pages by selecting either the left or right arrows.

      View as Text is the default option for the Word Processor. This will display the document as standard text.

      View as HTML allows you to program HTML to create a document that can be viewed as a web page in a browser.

      Copy and Print buttons are available in this window.

      Select the Close button in the top right corner of the preview window. Select Finish.

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