Follow these steps to use the Find Donors Report:

1. Go to Contributions > Donors.
2. From the Reports menu, select Find Donors.
3. Set your parameters making sure to select First HH Donation ANY Program in the Donors to Include parameters.
4. Click View Report.
5. Click the Create a selection link.
6. Close the report.
7. Refresh the Donors page.
8. Locate and use your new selection, which is called Donor Search Results.

You could also use the First Gift This/Last Month views on the Donors page.

1. Create a selection on the Donors page.
2. From the Actions menu, click Message.
3. Enter your message text.
4. Insert the My Contribution Statement snippet as appropriate.
5. Click Preview and Send.

You can change how you sort with the Sort Order drop-down list on the report parameters. Select Name to sort alphabetically.

If a husband is marked as family and a wife is marked as individual, two statements print - one for the family (only with the husband's gift, with both names printed) and one for the wife (with just her gifts, with just her name).

1. Go to Contributions > Donors.
2. Change the view to Giving This Year.
3. Select all records.
4. Change the view to Current/Unsaved Selection.
5. From the Tools menu, select Trim Selection.
6. Remove the records missing emails.
7. Save them with the appropriate Selection name.

It is possible to create a user account (using the Users page in the Administration section) for a Company or Trust to enable the person responsible for giving through that company or trust to view their donations via the portal. Go to Administration > Users and click New. Click the ellipsis (...) and change your view to All Companies to associate the appropriate Contact record to the User account. Once the user account is created, the user can log in to the Portal with either the credentials you give them, login with a link via a snippet in an email, or reset their account using the Portal reset account.

You'll want to split the Household so that each giving unit is in their own Household.

These Donors are established Donors who have not given in two to three months (last gift between 90 and 60 days). Established means giving for more than six months and having given on average at least monthly (gave for at least six months, gave at least six times, gave at least one time per month during giving era). This view is by Donor (not by Household). Thus, if any giving was assigned to a spouse, this view doesn't know or care. To see lapsed Donors in light of the entire Household, use the Find Donor Household Change report.

The First Gift This Month view only looks at individual Donors. It does not consider Households. If you wanted to view first gifts from a Household, you could create a custom view that includes a filter that looks for first Household Gift. You could also use a report, such as the Find Donor Households report to find first gifts in the Household.

The first thing you will want to do is assign any Donations associated with the wrong person to the right donor. Then, if the Donor has been giving via check, there is probably a Donor Account record that is associated with the wrong Donor. This account can either be edited to the correct Donor or Deleted.

The default accounting company is going to be company with ID of one.