Annual Statement Report

Tip: We're adding report features from database view to web view. To track details, see Reports to Web View.

The Annual Statement Report provides constituent giving histories for a chosen time period, including receipt information. You can send this report to constituents as an end-of-the-year report so they can review their donations for tax purposes.

Tip: For more information about options for this report, review Gift Types Tab, Columns Tab, and Format Tab.