Reporting
Tracking Correction Receipts in the Receipt Log Report
Silent Partner v.5.35 or higher will now use the Receipt Log report to keep track of correction receipts issued via the Print Correction function in the tax receipting area: Any receipts issued via the Print Correction function (correcting the Donor ...
Can Silent Partner Desktop Create Reports in Excel Format Other Than XLS?
Silent Partner Desktop can create reports in various spreadsheet formats, which the user can change and adjust as needed in the settings: From the green screen, please go to Maintenance > Miscellaneous items > Spreadsheet file format for reports. ...
How to Email Reports from Silent Partner Desktop
Silent Partner Desktop v.5.33 and newer allows users to email Excel reports with the help of the default email program on their machine. If your Silent Partner Desktop version is lower than 5.33, please make sure to update it to access this feature: ...
Scopes, Queries & Filters
What is a Scope? A scope is a list of donors from your database. There are several ways that you can create a Scope, but the two main ways are to use Filter or Query. In addition to that you can also Tag records, Flag records and Memorize and ...
Batch Report - Giving by Batch
Scenario 1: If it is only one batch per bank deposit then the easiest thing to use is the Batch Report. This is the same thing that gets printed out when you post a batch. You can print additional copies by going to the donation entry screen and ...
Deductible vs Non-deductible Desktop Report
From your donor screen, click on Reports and select Deductible vs Non-deductible Here you will be presented with the Revenue totals. You will start off by selecting your start and end dates (1), in Report Version you will select Print Summary ...
Top Donors Search
There are 2 ways of finding this information. First way is via a report, the second way is with a Console tip. Via Report: From the Green Screen, select Reports-Additional Analytical Reports-Ranking reports If you have multiple offices, you will be ...
Detailed Donation History Report (F11 Report)
To run the "Detailed Donation History" report for a donor, from the donor screen highlight the donor. Hit the F11 key on your keyboard or click on the Report Icon and select Donation History. In the window that opens select the options according to ...
Annual Overview Report-Desktop Report
From your Green Screen, please select Reports > Additional analytical reports > Annual overview In the Donor Activity Summary for Calendar Year (20xx) window, choose either Calendar year or Fiscal Year. In the Year to Summarize field enter the year ...
Stratified giving by donor report
From your Green Screen, please select Reports-Additional analytical reports-Stratified giving by donor Here you will be presented with the Stratifed giving by donor from Jan 01-2017 to Current date menu. You will first notice the levels (1) of ...
Giving by Donor Report
This report focuses on the donor and what the donor has given. The summary report lists the donor’s name, number of gifts and total dollar amounts of the gifts given. The detailed report lists each gift by donor, including the batch ...