The Annual Statement Report in The Raiser’s Edge

With the fiscal year ending for many organizations at the end of the month, it’s a good time to take a quick look at the Annual Statement Report in The Raiser’s Edge. The Annual Statement Report allows you to print constituent giving histories for a specific time period. This report is useful as an end-of-the-year report for constituents to review their donations for tax purposes and includes each donor’s name, address, gift dates, gift types, gift amount, receipt numbers, receipt amounts, and total receipt amount. Each constituent’s information appears on a separate page for easy printing and mailing, if needed.

One popular setting on this report is the option to include your organization name on the page header. This checkbox is not marked by default, but can be easily selected by marking the checkbox on the Format tab. This setting will pull the organization name currently stamped on your database and insert it near the top of each report page. The organization name currently stamped on your database can be viewed by going to Help, About The Raiser’s Edge on the top menu bar.

By default, the records in the Annual Statement Report sort alphabetically. One handy trick for efficient mailing is to sort your Labels or Envelopes in the same order as they printed Annual Statement Report for faster processing of the paperwork. This can be easily accomplished in The Raiser’s Edge mail module by following the steps below:

1. Mark the option to “Create Constituent Output Query” on the General tab when running your Annual Statement Reports.

2. When you run the report, you will be asked to enter a name for this new query, and save it.

3. When the report is finished, go to Labels or Envelopes and include the newly created query.

4. On the Format tab of Labels or Envelopes, select the sort order as Alphabetical.