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  • Re: Report for Form 990, Schedule B

    Check out the downloads section of the DonorWise site. There is a Crystal Reports .rpt file that assists in filling out a Form 990, Schedule B
    Posted to Technical Support (English) by rdagijones on 13 Jul 2022
  • US Form 990 Schedule B Part 1

    This report is used to fill out Schedule B "Schedule of Contributors" of the United States Form 990. I created this report in Crystal Reports to make it easy to find some 990 data Donorwise can provide without having to run a query, remember the formula and organize donors by last name just...
    Posted to Reports by rdagijones on 12 Jul 2022
    Filed under: reports
  • Sequence of donors in Donation Report

    When entering donations by batches, we follow a certain sequence. But when we generate the report "Donation by Designation", we found that the sequence of donors is not in the same sequence at times. Is there a way to make sure that the list of donors in the report appear the same as that when...
    Posted to Technical Support (English) by Joanna Onecircle on 26 Oct 2021
  • Receipts, YTD Total and Crystal Reports

    Some time ago, we redesigned our receipt in Crystal Reports so that a simple Year-to-Date sub-report displayed a donors giving total since January of that giving year. This almost eliminated the need to send Year-end statements to donors and streamlined our workflow. We noticed at the end of 2019 that...
    Posted to Technical Support (English) by rdagijones on 21 Sep 2020
  • Re: Reports Donation Amount Range

    Actually, I just found a youtube posting that walked me through it, used Crystal Reports and edited Ministry Donations.rpt to include a Gift Amount Range in the prompts for launching the report. Anyone interested in it?
    Posted to Technical Support (English) by rdagijones on 17 May 2019
  • Reports Donation Amount Range

    We are looking over reports. We notice that when we launch Donations by Designation or a similar report, we can filter the results by date range. Is there a way to filter by an amount given range? For example, we want a report that chooses a selection of Designations, a date range and everyone who gave...
    Posted to Technical Support (English) by rdagijones on 17 May 2019
  • Reports

    If you arrived at this topic by hitting F1 on a report, note that this page does not provide help on specific reports. DonorWise comes with more than a dozen reports that were designed for the common reporting needs of ministries. There are two components to Reporting: 1. Running Reports 2. Modifying...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: overview, reports, overview reports, reports overview
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