Forums/How To Instructions /Databank | Roster Reports

Download a Roster of members who gave last year but not yet this year

Tony Hanson
posted this on October 11, 2010 02:59 pm

1. from the 'Search' drop down choose 'Contributions'

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2. to the right of 'Or select a date range:' set the drop down to 'Last Calendar Year'

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3. select 'Find

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4. from the 'Search' drop down choose 'Contributions'

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5. set the 'SELECTION MODE' to 'Remove'

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6. to the right of 'Or select a date range:' set the drop down to 'This Calendar Year'

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7. select 'Find

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8. from the 'Selection' drop down choose 'Roster'

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9. select 'Member/Contribution Roster'

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10. below 'CONTRIBUTION' check the box for 'Include contribution records'

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11. below 'Incude:' set it to a date range and type in the 1st and last day of the last year

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12. select any contribution details you want

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13. select your output format and 'Create Report'

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