Giving Statement Parameters to mirror database view

We really need the full range of parameters available from dbs view in unified view. Looking over similar ideas, it seems a lot of folks classify their gifts in different ways. By giving the full range of parameters such as gift type, camp/fund/appeal filters, column selection, soft credit application, address processing, etc to web view most clients should be able to generate functional giving statements for their specific needs.

  • Amanda Carter
  • Jun 5 2026
  • Reviewed: Voting Open
Gift Communications
  • Attach files
  • Maria Duke commented
    25 Jun 01:02

    In DBV, you can also select name format. This is hugely important for our married constituents.


    I noticed that even when I set the parameter for this year-to-date (2026), the email statement I received still said "Your 2025 Giving Statement | Thank You" I don't know if this is a setting we have selected, but if so, I would like it on the same pop-up I use to send the giving statements.

    Attachments Open full size

Related ideas