My finance department has asked me for a list of tax receipt information.
I need to give them a list of recent tax receipt numbers with constituent name, the amount on the tax receipt, date printed, etc (all information that is included on a tax receipt).
I have tried creating a list (using the criterion "Tax receipt number >= (X)") but of course, when I run it in an output set, it gives me a list of all the tax receipt numbers associated with each constituent on that list (eg. Joe Smith has a tax receipt number in the range that I am looking for, but he also has other tax receipt numbers that do not fall within the range I want. All of the tax receipt numbers associated with this constituent show up when I run the output set).
What I need is a way of generating a report that would pull tax receipt information (either based on date range or tax receipt number range) that does not use a list of constituents or allows me to edit the output set field to only show the receipt numbers (and the relevant contribution information) that fall within the range I am searching for.
Basically I want to make a list of receipt numbers, not a list of constituents to run in an output set.
Please help!
Hi Chris,
If you need all the information that is included on a tax receipt, you could just run the Print Acknowledgement Report with the reprint setting to Yes to get what you are looking for. I don't think it has date printed in the output though.