There are two different reports you can print for Recurrent Offering Templates. The first is a basic listing of each template, without any fund detail. This is the report available from the Recurrent Offering Templates Grid using the Preview button.
The second report is called “Recurrent Offerings Templates” and it prints a different page for each contributor like a contribution statement. This would be used for giving a copy of the template to the contributor. This is useful to generate at year end because you can provide these individual copies to the contributors so they can review them, and provide you with any changes they need made. On this report you can print for three different templates:
» Active—The Begin Date is on or after the current module date and the End Date does not equal the Last Applied date so the template has started but not yet finished.
» Inactive—The End Date equals the Last Applied date. Even if the End Date has passed, the template is still active until the Last Applied date matches the End Date.
» Future—The Begin Date is after the current module date so the template has not yet started.
- To access this report, click on Reports and then choose “Recurrent Offering Templates.”
- You can choose to run this report for all contributors or just a single one.
- Choose the templates you want to run the report for. You can choose just one, all three, or a combination.
- Click Preview to view the report or click Print to send the report directly to the printer.