Donors FAQ
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 and with both names printed, and one for the wife, with just her gifts and with just her name.
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. Established means giving for more than six months and having given on average at least monthly. This view is by donor, not by household. Thus, this view doesn't know if any giving was assigned to a spouse. 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 by check, there is probably a Donor Account record that is associated with the wrong donor. You can either edit the account to the correct donor or delete this account.
The default accounting company is going to be company with ID of one.