Expand editability/customization of NXT Giving Statements

Add ability to include more gift record details and gift attributes in NXT giving statements, and ability to filter on those columns as well for all the different types of gifts we have.

  • Guest
  • Mar 6 2023
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  • Jessica Kraybill commented
    16 Jan 18:12

    For us, statements are not usable until we can filter out select gifts. We code third party gifts like Benevity with a gift subtype (which then we can add an attribute so they are excludable from statements in dbv). In addition, the current statement format is long and clunky, most go to 2 or more pages which is silly. It should also allow customizing some text/logo. We also would like to remove the "commitments" section from the top. And customize whether or not receipt #/ receipt date are shown. And no fund totals section at the bottom. (Do your developers donate to nonprofits that send nice giving statements, maybe they could look at one?)

  • Gina Stewart commented
    March 20, 2023 14:40

    Agree - we have some gift/non-gift splits that run through Raiser's Edge, so it would be nice to be able to remove them.