Donor Advice - Summary

Purpose:  This report will be used by Finance to support the weekly deposit of funds.   

Parameter/Filters:  This report allows you to filter by:

  1. Start Date
  2. End Date
  3. **click Use NSS** link to change to the closet NSS date range
  4. Command
  5. Unit


View/Email Options:  This report allows you to:

  1. View the Report on the Screen
  2. Email the Report to yourself or others

If you are at a Corps, you'll only have access to your Corps information.

Output Fields:  This report provides the user with a report that includes the following information:


Command & Unit Name

Gift Date


1. Unit Name

2. Fund Name

3. Fund

4. Dept.

5. Object

6. Sub-Code (if relevant)

7. Aggregated Gift Amounts

8. Notes (blank)

9. Total Deposit Amount for the Unit and Gift Date Range

If the report you run shows data, right-click anywhere on the report for additional options.