Recurring Gift Statements
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Overview of FR277
The Recurring Gift Statements process allows you to generate merge forms for donors with recurring gifts. The report output displays information such as master ID, gift number, donor name and address, gift date, gift amount, gift total and a grand total of gift amounts and totals. To run this report:
- From the DDI Connect main menu, double-click Connect FR
- Double-click Pledges & Recurring Gifts
- Double-click 277 Recurring Gift Statements. The parameters screen will launch:
The following fields are on this screen:
| Field | Description |
|---|---|
| Master ID | If you wish to generate statements for a specific master ID, you can do so here. Type the ID or click the search icon to locate the account. Leave the field blank to generate statements for all qualified recurring gifts |
| Promo type | If you wish to generate for a specific promo type, you can do so here. Type the promo type code or click the list icon to select from a list of active promo type codes in the system. Leave the field blank to generate for all qualified recurring gifts |
| Statement frequency | If you wish to generate statements for only those recurring gifts with a particular statement frequency, you can do so here. Click the drop down arrow to select the frequency that you wish to generate for |
| Statement method | Click the drop down to select either Generate or Regenerate statements |
| Thru | Enter the date thru which you wish to generate statements. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Auto terminate days after last gift date | If the recurring gift(s) should automatically terminate within so many days after the last gift, you can enter that number here. Leave the field blank to avoid terminating gifts automatically |
| Form | Type the form code that the system should use for the statements, or click the list icon to select from a list of forms within the system |
| Sort method | Click the drop down arrow to select the method in which you want the report output to be sorted |
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. You will have to merge the forms before you can print and send the statements. Click below to view samples of the report output and statement.
