Anonymous Settings Make Annual Statement Unusable

Austen Brown

When the Annual Statement Report is run in Web View, any anonymous gifts are automatically moved onto a separate statement, which renders this report unusable. Below is an example of this, using test data for reference:

Gift Included in Report

Anonymous Gift on its own Statement

Rest of Roy's Gifts - As Expected on his Statement

Roy Kent_2024 Annual Statement (3).pdf

I know the EAP team is currently working on to improve this element, but I feel it's important to raise this issue again. I encountered it recently, and had to revert to the DBV version to get what I needed.

Christopher Anderson 3

@Austen Brown Thanks Austen, that makes sense! The team is actually working on adding Anonymous Settings as we speak that will give you what you are looking for. Barring any last minute surprises, we are hoping to finish this up next week and look forward to getting it into your hands to try out!