Generate Gift Receipts
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Overview of FR018
The Gift Receipts report allows you to generate gift receipts for donors. The report output displays the account ID, PIN number, donor name, address, region, gift # and amount. Once you have run the report, you can then merge the documents to create the letters for mailing. To run this report:
- From the DDI Connect main menu, double-click Connect FR
- Double-click Connect FR Reports
- Double-click 018 Generate Gift Receipts. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Receipt date | Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Sorting options | Click the method that you wish to use for sorting the report output and merge documents |
| Separate individuals/families from churches/organizations | If selected, the system will separate individual/family gifts from church/org gifts. So, if you select ZIP as your sort method, the system will sort individual/families by ZIP, then sort church/orgs by zip |
| Salutation options | Select the salutation option you wish to use for the merge |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. In order to send the gift receipts, you will now have to merge the documents. Click below to view samples of the report output and gift receipt.
Merge Fields
| Merge Field | Description |
|---|---|
| letter_code | |
| inkind_qty | |
| inkind_descr | |
| unused_4 | |
| unused_5 | |
| unused_6 | |
| sort_key | |
| salutation | |
| gift_amt | |
| gift_dt | |
| desig1_txt | |
| desig2_txt | |
| reg_director | |
| reg_name | |
| reg_addr | |
| reg_zip | |
| reg_phone | |
| primary_pin | |
| reg_code | |
| aicl | |
| upgrade_amt1 | |
| upgrade_amt2 | |
| unused_7 | |
| unused_8 | |
| unused_9 | |
| gift_memo | |
| tribute_text | |
| ptype_descr | |
| gift_num | |
| zip | |
| addr_info | |
| acct_id | |
| acct_pin | |
| mrg_group | |
| receipt_date | |
| nanme_block | |
| label_block | |
| desig_descr | |
| line_items | Gift Date Promo Type String or Description via nacodes #101 Gift Amount |
| name |
