Year End Statements

Overview of FR247

The Year End Statements report allows you to generate end of year gift information for your donors. In addition to generating letters that can be sent, the report output contains information such as the statement number, master ID, donor name, city and state, and total gift amounts for the year. The report also provides a grand total at the end of the report. To run this report:

• From the DDI Connect main menu, double-click Connect FR
• Double-click Connect FR Reports
• Double-click 247 Year End Statements. The parameters screen will launch:

The following fields are available on this screen:

Field	Description
Selected accounts	If you wish to generate the statements for one or more specific accounts, you can do so here. Type the account number or numbers, separated by commas, or click the search icon to launch Name/Address Inquiry
Tax year	Enter the tax year that you are reporting on
Date range/thru	Enter the beginning and ending dates of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date
Cutoff amount	If you wish to define a threshold where donor accounts less than this amount do not produce donor statements, enter the cutoff amount here
Include AI codes	If you wish to report only against one or more AI codes, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active AI codes in the system
Exclude AI codes	If you wish to exclude one or more AI codes, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active AI codes in the system
Include region	To include a region or regions, enter the region code or codes, separated by commas, or click the list icon to select from a list of active regions in the system
Exclude region	To exclude by region, enter the region code or codes, separated by commas, or click the list icon to select from a list of active regions in the system
Include promo type	To filter by promo type, type the promo type code or click the list icon to select from a list of active promo type codes in the system. NOTE: The label on this field will vary, depending on your organization's configuration within Connect-FR General System Setup
Exclude promo type	To exclude by promo type, type the promo type code or click the list icon to select from a list of active promo type codes in the system. NOTE: The label on this field will vary, depending on your organization's configuration within Connect-FR General System Setup
Exclude item types	If you wish to exclude certain payment types, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active payment type codes in the system
Form	Type the year end statement form code, or click the list icon to select from a list of active forms in the system
Include gift descriptions on statements	If this option is selected, the system will display the line item detail for each gift on the statements. If it is not selected, the system will display only the gift total for each gift

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.
Email	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. Click below to view a sample of this report.

Sample Report Output