Giving report example
You can send end-of-year giving reports directly through BetterWorld. This is in addition to the automatic receipts donors receive immediately after each transaction. End-of-year giving reports include donations, as well payments for tickets, auctions, or giveaways. It includes donations made both online and offline and a fair market value if provided for tickets and auction items. You can customize the email content and add a personal thank you message to the PDF. Below is an example of the PDF giving report:
How to customize the giving report
1. From your dashboard, click on Donor Management in the left sidebar.
2. Next, click Giving reports.
3. Then, click Settings along the top bar.
4. Click the Email Content box and add your message. Once added click Save. If you'd like to preview the email you can click the Send yourself a test button.
5. Lastly, scroll down to the PDF settings section. Here you can enter a thank you message for the pdf receipt. Once added click Save. If you'd like to preview an example of the PDF, click Preview PDF.
How to send giving reports
To send end-of-year giving reports head to your dashboard, then click on Donor Management in the left sidebar.
2. Next, click Giving reports.
3. On the Giving reports page, you can first select the year you'd like to send receipts for from the dropdown menu. Below you will see a list of all donors' names, emails, date their giving report was sent, date of last transaction, total amount donated and number of contributions.
4. You can click the three dots under the action column and then Download PDF, if you'd like to sent the file to the donor directly.
5. To send giving reports via email, select the donors from the list by checking the box next to their name, then click Send selected. Or send a receipt to all donors with a click of a button by selecting Send to all.
Done! Your donors will now receive an email with their giving report.