Annual Reports - Missing gift types

Cammi Derr

We noticed that when we pull a gift summary directly from a constituent record, all gifts types are available, however, when creating "Reports", "Financial Reports", "Annual Statement Report", there are missing gift types (Pledge, Write-Off, Recurring Gift...).  We would like to use this report to distribute to a donor, however, it won't reconcile to the gift summary with the missing gift types. 



Is there any way to fix this?

JoAnn Strommen

By definition "annual report statement" "provides a statement for each constituent reviewing receipt information for tax purposes."  Pledges would not be included. 



You could see if the "Constituent Giving History" report meets your needs.  I know pledges can be included there.  Not sure what it does with write-offs.