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Financial Summary

An overview of the Financial Summary reports.

The Financial Summary and Financial Summary Selected reports provide a summary of giving by Program or by total, but do not list the individual donations. This report is helpful for mid-year giving updates.

Pages

The Financial Summary and Financial Summary, Selected reports are viable on:

  • Account Company
  • Contribution Statements
  • Donors

Versions

This report comes in two versions: All Records and Selection.

Parameter

An example of parameters for this report.

  • Display Logo: This defaults to Not Displayed, but you can select to display the logo on the right side of the page or centered above the address.
    Note: If you use windowed envelopes, we recommend you select Right or Not Displayed.

Preview

An example preview for this report.