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The Utilities - Pledges|Thank You Letters page enables you to extract data to print donor thank you letters (without tax receipts). These letters can be issued to the donor, default receipt contact or referrer contact.

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Information

You can only extract thank you letter data for orders that have a printed tax receipt.

When you extract the data for a thank you letter, a correspondence record that can be accessed on the Customer Services - Customer|History|Correspondence page is created.

To extract thank you letter data:

1.Open Utilities from the Desktop.

2.Select the Pledges tab.
The Pledges|Tax Receipts page appears.

3.Select the Thank You Letters tab.
The Pledges|Thank You Letters page appears.

4.Enter the criteria that will be used to search for donations to which you want to provide a tax receipt and the template to use for the receipt.

5.Click 'Preview'.
The preview section displays a sample of those donations that met your search criteria. Not all of the donations that met your search criteria are displayed.

6.Select an output type from the 'Extract' dropdown:

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7.Click 'Extract'.

Follow the prompts to either open or save the extracted file.

Report Formats

While selecting a report’s output, you can also choose the report’s format:

AVDOC: Formats the report as a PDF (portable document format).

CSV: Formats the report as comma separated values (CSV). This allows you to view the report in programs like Microsoft Excel.

HTML: Formats the report as hypertext markup language (HTML), the standard markup language for creating website and applications.

application/JSON: Formats the report as JavaScript. This allows you to more easily consume report data for dashboards, data warehouses or other sites or system functions.