How to Prepare and Produce Reports
Before you begin to produce a report, you should go to Process Pending Donations in the CDM+ Desktop. Donations made as a Guest or Anonymously are routed to Process Pending Donations so that the gifts can be associated with Donor Records. The article below explains the window and the process.
Process Pending Donations/Gifts
How to use the Stewardship Report Sets
How to use Deposit ID to Reconcile your Bank Statement
How to become a Report Set Owner
In the video below we demonstrate how to create and print Donor and Donation Reports in CDM+ Desktop.