Audit Views
Households Page
- Fix Too Many Heads – Edit Household Position on one or more family members. Two heads is the most a household can have and they should be married to each other.
Contacts Page
- Fix: Make Adult Child – Change to Adult Child.
Programs Page
- Stewardship Info – Review tax-deductible programs to ensure they have the correct statement header and statement title.
Donors page
- Stmt: Address Issue – These donors have current1 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.
- Stmt: Set to Individual – These donors should get individual statements because they are Other Adults or because they are Companies. Use the Assign Tool to set them to Individual. (A Guest Child in a Household should also have his/her record set to Individual.)
- Stmt: Fix Method - These Donors are in same Household but with different Statement Methods. Want to automate resolving this issue? We have a Ready-Made Solution for that!
- Fix Email Statements Without Contact Email - Add an email address (if known) to the Contact.
Donations Page Views
- 0. Reassign Donor – Make sure no donations remain on the Temporary Donor that gets all XML imported donations by default.
- 2. Ready for a Batch – These donations do not appear on a statement because they are not part of a Batch.
Donor Accounts Page Views
- 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.
Statements Page Views
- 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, if known, or break out the printer and stamps.
- Review: Not Archived Different Stmt Method
- Review: Not Archived Different Stmt Frequency
- Review: Duplicate Contacts
- Review: Adult Child in Family Statement
- Review: 18+ on Family Statement
- Review: No File (not archived)
- Review: Outdated File (not archived)
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Note: Current means the current Statement year for Year-end Statements. So, if you review this view on 12/31/2023, it will show Deceased Donors with 2022 Donations. If you review it on 1/1/2024, it will show Deceased Donors with 2023 Donations.