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How can I produce an annual report or year end summary receipt for my donors?


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First published by:
Troy Wolbrink
on 6 Jan 2015
Last revision by:
Troy Wolbrink
on 22 Jan 2015
1 person found this article useful.

100% of people found this useful
How can I produce an annual report or year end summary receipt for my donors?

Year End Summary Receipt

DonorWise 3.3 includes a new report called "Year End Summary Receipt".  Select it under the "Reports" menu:

You will be prompted for a year, and you'll be prompted as to which donors to include.

It produces a one-page letter per donor, giving them their grand total for the year.

Year End Detail Receipt

This file is not currently included with DonorWise, but for now, you can manually add it.  First of all, download this zip file, and then extract the rpt file to a folder, such as your Desktop or your Documents folder.  Then, in the "Run Reports" screen in DonorWise, click the "New Report" button, and select the file.  When you run this report, you'll be prompted for the year, as well as if you want to limit which donors it refers to.

 Annual Donations by Donor

If you want to provide more details, such as a break down of which projects the gifts were given to and which months the gifts were given in, there's another report you can choose.

Under the "Reports" menu, select "Donations" and then "Annual Donations by Donor".

You'll be prompted for the date range, and if the report should be separated per donor/recipient:

You'll also be prompted for if you want to limit which donors or which designations are includes.  You can just select all.

This report will break down the giving by month and by designation:

Recent Comments

By: Troy Wolbrink Posted on 22 Jan 2015 3:58 PM

I just updated the "Year End Detailed Receipt" download so that the date format for individual gifts is month-day, like  "Jan - 1".   This cleans up the report nicely.  Having the year included in M/D/Y format was not necessary since the report is for one year only.  Here's the updated report:

www.tntware.com/.../4682.YearEndDetailReceipt.zip

By: arabellacheng Posted on 5 Feb 2015 7:29 PM

Troy, I have a few questions about this report.

1) Is the only output format PDF? Is there a possibility for output into Word format?

2) Are there ways to exclude certain payment types (e.g. donors who donate through Canada Helps - CDNH already receive a tax receipt). Or would a better way to do this be to mark those payment types as non-tax receiptable?

3) Are we able to modify the template ourselves? (e.g. if we want to change wording, logo, the way it's formatted)>

Thanks.

Arabella

By: Troy Wolbrink Posted on 10 Feb 2015 5:31 PM

When you run the report, click the "Export Report" button on the tool bar.  It's the first button, to the left of the print button.

Then change the "Format" from Adobe PDF to one of the Microsoft Word options.

--Troy

By: mwurpts Posted on 27 Feb 2015 8:03 PM

Hi Troy,

We have two questions about the 'Year End Summary Receipt'. We are using Donorwsie 3.3.16.

1. Our organizations email is cutoff in the upper-right portion of the report (e.g., "ministryaccounts@mobilzat"). How can we fix this?

2. Your screenshots show a logo/image in the report. How can we add our company logo?

Thank you, Malachi

By: Troy Wolbrink Posted on 30 Mar 2015 3:22 PM

Hi Malachi,  In the Tools|System Setup, under Receipting, you can add your ministry's logo.  This will cause your logo to appear on the receipt.  

In terms of modifying the report, send me an email.  I can make the email field longer so that your ministry's email address fits.

By: Maryp Posted on 21 Mar 2017 2:55 PM

I have a question regarding this report. I have a donor who needs an additional copy. Is there a way to pull a year end statement for just one particular person?

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