Print a Fund Distribution Report
Print a report of the funds within a batch and the total gift amount per fund.
- You must have the Enter Gifts permission to perform this task. See Responsibilities for more information.
- In the top-left corner, click your site name then Realm. Then click .
- Click either the Manual or Online tab.
- For manual contributions, select either Open or Posted. For online contributions, select Processed.
- Select the batch number(s) for which you want a report.
- Click
, and select Fund Distribution.
- Select how you want to sort and export your report.
- Click Export. A preview of your report will display.
- Click the printer icon for a physical copy, or click Download for a PDF.
Print a Gift List
Print a list of the gifts individual contributors gave within a batch. Optionally, you can include your fund distribution in this report.
- You must have the Enter Gifts permission to perform this task. See Responsibilities for more information.
- In the top-left corner, click your site name then Realm. Then click .
- Click either the Manual or Online tab.
- For manual contributions, select either Open or Posted. For online contributions, select Processed.
- Select the check box(es) next to the batch number(s) for which you want a report.
- Click
, and select Gift List.
- Select how you want your report to be sorted and exported.
- Click Export. A preview of your gift list will display.
- Click the printer icon for a physical copy, or click Download for a PDF.
Print a Deposit Slip
Print a deposit slip for your batches and individual gifts.
- You must have the Enter Gifts permission to perform this task. See Responsibilities for more information.
Print deposit slips for either all batches and the gifts within them or for just the gifts within a single batch. This deposit slip includes each contributor's giving number, form of payment, check or reference number, and amount.
- In the top-left corner, click your site name then Realm. Then click .
- On the Manual tab, click Posted.
- Optional: Do one of the following:
- If you want to print a deposit slip for gifts within a specific batch, click the batch number that contains those gifts.
- If you want a deposit slip for multiple batches, select the check box(es) by the batch number(s) you want to print.
- Click
, and select Deposit Slip.
- Select how you want to sort and export your deposit slip.
- Click Export. A preview of your deposit slip displays.
- Click the printer icon for a physical copy, or click Download for a PDF.