View the Revenue Annual Statement report

1. From Revenue, select Revenue annual statement under Reports. Or, from Analysis, select Revenue reports and then Revenue annual statement.

2. To select the constituents to include, select Include and select "All records," "Selected records," or "Specific record." If you select "Selected records" or "Specific record," in the field that appears,search for and select the records to include in the report.

3. Enter the date range for which to view constituent giving histories.

• In the Date field, select a date for which to view constituent giving histories.

• If, in the Date field, you select “Specific date,” in the date range fields, select the calendar and select the date range for which to view constituent giving histories. The report displays only constituent giving histories for the date range you select.

4. To display revenue information for any households or groups of which the constituent is a part, select Include applicable groups/households on members’ statements.

5. Select View Report. The program generates and displays the report.