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Replying to:
ReymondO
Moderator

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Let me help you filter your Donor Contribution Summary report, @NLMadmin & @shanniealmc.

 

There is a way to customize the report by time period, amount, donor, and by transaction type. We can simply follow the steps below. Here how:

 

  1. Click the Customize Report button.
  2. Select Filters.
  3. Type date, amount, or name on the search bar, then click Ok.
  4. You can also print a specific donation statement for each donor by typing TransactionType (without space) on the search bar, then choose the transaction and click Ok

Please refer to the image below.

 

0.PNG

If you want to memorize your reports in QuickBooks so you can use the same setting of customization for your future task, you can check this article: Create, access and modify memorized reports.
 

You can always tag me in the comment section if you have further questions about customizing your reports. I'll always have your back.

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