Audit Views

A list of views to help audit your statements, including what they are and where you can find them.

Households Page

Fix: Too Many Heads – Edit the household position on one or more family members. Households can have a maximum of two heads, and they should be married to each other.

Stewardship Info – Review tax-deductible programs to ensure they have the correct statement header and statement title.

Stmt: Address Issue – These donors have current year donations but no address.
Stmt: Review Deceased – These donors are marked deceased on their Contact record, but they have prior year (current year minus one) donations.
Note: Current means the current statement year for year-end statements. So, if you look at this view on 12/31/2024, it will show deceased donors with 2023 donations. If you review it on 1/1/2025, it will show deceased donors with 2024 donations.
Stmt: Set to Individual – These donors should get individual statements because they are other adults or because they are companies. Use the assign feature to set them to individual. Guest children in a household should also have their record set to Individual.
Stmt: Fix Method - These donors are in same household but with different statement methods.
Fix Email Statements Without Contact Email - Add an email address to the contact.

Reassign Donor – Make sure no donations remain on the temporary donor that gets all XML imported donations by default.
Ready for a Batch – These donations do not appear on a statement because they are not part of a batch.

Used By Unassigned Donor – Check to see if any accounts currently assigned to a real donor were used by the unassigned donor temporarily. This happens with starter checks sometimes.

No Email Primary Contact – Add an email if one is known.
Spouse has Email – Email the statement to the donor's spouse.
Statements to Mail - No Contact Email Address – Add an email or break out the printer and stamps.
Review: Not Archived Different Stmt Method – If a couple has different statement methods, they display in this view.
Review: Not Archived Different Stmt Frequency – If a couple has different statement frequencies, they display in this view.
Review: Duplicate Contacts – Those with a duplicate of relationship display in this view.
Review: Adult Child in Family Statement – Adult children (over or under 18 years old) with the family statement type display in this view.
Review: 18+ on Family Statement – Adult donors that are over 18 years old, are not the head of a household, and have the family statement type display in this view.
Review: No File (not archived) – Those without statements, including archived statements, display in this view.
Review: Outdated File (not archived) – Those with outdated statements, including archived statements, display in this view.