Is anyone successfully using the “Charitable Receipts for Donor (Annual)” report? If I’m reading the prompts and help screens correctly–it looks like I can either print the Donor summary for all campaigns or I can print it for specific individual campaigns.
My issue is that I want to print it for some campaigns, but not all. For example, I want to include our Individual Support, Capital and In Memory Of campaign donations that would be tax deductible donations…but I want to exclude the Playbill Advertisement campaign which is not a tax deductible donation. Any thought on how I can make this happen?
My thought is that if I run the report for Playbill Advertisements so the flag gets tripped that those receipts have been printed and then run the report for All Campaigns…the All Campaigns report will include everything except Playbill Advertisements. Any thoughts on if I’m on the right track?
I’ve tried to get this to work for the past couple of years without much success and end up just exporting the donor details and mail merging the details into a word document. I was hoping to let TM do the hard work for me instead.
Thanks for your help…and Happy Holidays!
Schenectady Light Opera Company