View Posted Gifts allows you to view and print Posted Gift information at any time.
This Section Includes:
The options available in the Filters area are:
•Name: Brings up the Person Search window where you can search for the name.
•Envelope Number: You may enter an envelope number here.
NOTE: Normally this field would be used in place of the Name filter. If you use the Name filter and Envelope Number filter at the same time, you run a much higher risk of seeing “No records to display.” Therefore, it is recommended to use either the Name filter or the Envelope Number filter.
•Date Range:
•Motivation: Either start typing the name of the motivation, and then choose from the pick list or type an "*" to list all motivations.
•Purpose: Either start typing the name of the motivation, and then choose from the pick list or type an "*" to list all motivations.
•Purpose Types: All, Non Tax Deductible, or Tax Deductible
•Pledge Status: All, Active, Inactive, or Not Associated With Pledge
Click the Search button to display the results or the Clear Filters link to reset all filters.
1. Choose the type of view.
•Pledge Summary:
The grid displays Gift activity matching the selected filters with the following columns.
Purpose:
Begin Date:
Pledge:
Active:
This Year:
Last Year:
Prev. Years:
Balance:
•Gift Summary:
The grid displays Gift activity matching the selected filters with the following columns.
Date:
Check#:
Amount:
Deductible:
Non-Deductable:
SubDonor:
•Detail Information:
The grid displays Gift activity matching the selected filters with the following columns.
Date:
Purpose:
Check#:
Amount:
SubDonor:
•Quarterly Summary Information:
The grid displays Gift activity matching the selected filters with the following columns.
Purpose:
1st Quarter:
2nd Quarter:
3rd Quarter:
4th Quarter:
Total:
•Statistics Information:
The grid displays Gift statistics (First Gift, Largest Gift, Last Gift, Number Gift, and Average Gift) matching the selected filters with the following columns.
Statistics:
Amount:
Date:
Purpose: