I wonder if there is a report of the tax receipts issued on the fiscal year, showing receipt number, amount receipted, date of the contribution, date when the receipt was printed, and constituent name and ID. Or if somebody has a suggestion of how to create a list or extraction with this info I would really appreciate it.
Many thanks,
I haven't found such a report. I keep a master tax receipt list in Excel. Each time I "print acknowledgment letters" for tax receipts, I export the file into Excel, merge my receipts, and then copy the excel data into the ongoing master list. It's easy to sort (to find all the stock donations, for example), and come audit time, I can clean out the extraneous columns and hand a printout to the auditors.
A report from Tessitura would probably be an improvement, but this works!