The transmittal reports are generated from the Process Gift Groups window and list all gifts within one or more selected gift groups. The reports display the donor ID Number, name, category, date of the gift, relationship, gift class, sub-class, gift set, and gift amount. The report also indicates if the gift was charitable giving and if soft credit was applied.
The report totals include the total amount of pledge payments, total of new pledges, total amount of non-cash, total matches created, total amount matches received, total amount of deferred payments, total amount of cash gifts, and total booked amount.
Since this report may be useful to the Business Office of your organization, you may wish to send them this report along with the gifts received.
Two versions of transmittal reports can be printed for a gift group, and the reports can be sorted by donor name or account.