Familiarize yourself with the cumulative receipt tool by completing these 3 steps in your FastFund environment:
- Access the Utility: Navigate to Reports > Cumulative Donor Receipts (located under the Donors section).
- Review the Parameters: Observe the Date Range field and note how it defaults to the calendar year rather than your fiscal year. Locate the Minimum Amount field and the Exclude Acknowledged checkbox.
- Generate a Test List: Ensure the parameters look correct, then click GENERATE RECEIPTS. Review the output columns, which include the number of donations, total deductible amount, and total donation amount for each constituent.