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Contact Report for Board Chairman

The Donor Summary Report provides a detailed overview of donors and includes any completed and open tasks like visits and phone calls.

You can run a report on a specific donor by selecting Run a Report from the Related Actions menu when viewing a Donor and select the Donor Summary report

To run a report for a group of donors select the Donor Summary Sheets in the Reports section. You can refine the list of donors included in the summary by selecting a category from the SmartList Filter at the bottom of the Reports screen

In GiftWorks you can also choose Run Report for List from the Related Actions menu in the SmartLists section and select the Donor Summary report

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