Create Annual Statement Report per household
The current Annual Statement Report format will only generate a report per individual. Our families get upset when a donation is only credited (on the statement) to the one making the donation. I would like to create this exact report, but have the ability to use the Contribution Label Name Salutation Text as the name for the household. In addition, if both spouses made donations individually throughout the year, then the report should show all the donations from them together on one report as a household. We should be able to toggle or somehow designate if a family should be considered as a "household" for contributions, or if they should be printed as individuals (some families want that as well).
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Janis Worley
- Jul 27 2020
- Shipped
Related ideas
Anthony - thank you for some attention to this issue. Blackbaud really needs to address the annual statement report sooner rather than later. This is probably one of the top reasons a church uses this software, and not having the ability to pull reports effectively made for a lot of unhappy users, myself included. If you need a resource when working on this idea please reach out to me.
I marked this idea as "Planned" because we are scoping out the work in Giving Statements to combine spouses into one statement. When we're ready to talk to users about designs, I'll use this Idea to source some calls.
Blackbaud is now saying “there are not going to be any updates to the statements before this tax season”. Obviously this is extremely frustrating. Here’s a community topic with additional conversation based on this recent announcement. https://community.blackbaud.com/forums/viewtopic/535/52970
ACS showed us household records and had a box to check for Individual or Combined giving, and statements came out that way depending on box checked. If Combined was checked we didn't have to worry about which adult's name was used to post a gift or pledge.
Great idea Janis! Our old platform used to have the option to "roll up individuals" in the household to capture all gifts in one statement. Very helpful!