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Financial Summary

 

The Financial Summary & Financial Summary Selected reports provide a summary of giving by Program or by total. However, they do not list the individual donations. These are perfect for mid-year giving updates!

Pages

The Financial Summary and Financial Summary Selected reports are available on the following pages:

  • Account Company
  • Contribution Statements
  • Donors

Versions

This report comes in two versions: All Records and Selection.

Parameters

The reports are rendered according to configurable parameters set in the Report.

Example of the Financial Summary report parameters

  • Display Logo: Defaults to Not Displayed, but you can select to display the logo on the right side of the page or centered above the address. Note: If you use windowed envelopes, we recommend selecting "Right" or "Not Displayed".

Preview