Documentation
Documentation

Generating Receipts Using Special Search Criteria

You can conduct specific searches using a wide range of options when generating donation receipts and receipt reports. For example, you can narrow your search to a specific appeal, campaign, or fund, or you can specify a date or amount range. In addition, you can conduct ad hoc searches on the Name table, the Name_FR table, or both.

To generate receipts using a date and amount range

  1. From Fundraising, select Generate reports to display the Generate reports window.
  2. Select Receipt from the list of Report Types.
  3. Select Sample Auto Receipt (Crystal) from the list of Available Reports.
  4. Click Run. The Auto Receipt Batch Query window opens.
  5. Enter the Campaign.
  6. Enter the Fund.
  7. Enter an amount range in the Payment Amt and to fields.
  8. Enter a date range in the Payment Date and to fields.
  9. Click Select Specific Gift(s) and select records for which receipts will be issued.
  10. Click OK to return to the Auto Receipt Batch Query window.
  11. Click Print to run the report.

To generate receipts using an ad hoc search

  1. From Fundraising, select Generate reports to display the Generate reports window.
  2. Select Receipt from the list of Report Types.
  3. Select Sample Auto Receipt (Crystal) from the list of Available Reports.
  4. Click Run. The Auto Receipt Batch Query window opens.
  5. Click Member Ad Hoc Search. The Select Search Instructions window opens.
  6. Click New. The Search Instructions window opens.
  7. Enter the name of the search in the Search Name field.
  8. Select a Mode.
  9. Select a Comparison File from the drop-down list.
  10. Select a Comparison Field from the drop-down list.
  11. Select a comparison operator from the list of comparison options.
  12. Enter the desired value in the Comparison Value data entry area.
  13. Click Save to save the search instructions and return to the Select Search Instructions window.
  14. Click OK to return to the Auto Receipt Batch Query window. The search parameters display to the right of the Member Ad Hoc Search button.
  15. Click Select Specific Gift(s). The Select Specific Gift(s) window opens.
  16. Select the receipt to be generated, or click Select All to select all of the receipts.
  17. Click OK.
  18. Click Print to generate the report.