Can't find the answer you were hoping for in this email? You can check out eTapestry's Help Section for more information by clicking on the word HELP in the yellow bar at the top of eTapestry.

Reports

Want to build a custom report? Click here to view this help document.

Maybe you'd rather see if a standard report will suit your needs? Click here to see what options are available.

Please note that you will need to be logged into eTapestry for the links to work.

Greetings!

We hope the new year has started off well! Below you will find information on how to set up your end of the year queries and reports, along with information on how to create your thank you letters.

If you have any additional questions please let us know! You can email us at support@etapestry.com

Thanks and have a wonderful 2011!

eTapestry Support Holiday Hours

Monday, February 21^st: Closed for Presidents' Day

Querying On All 2010 Donations

Below you will find the steps to query for all Donations given in 2010.

- Go to Query

- Click on a category that you want to store this query in (example: Base)

- click New Query under the tasks menu

- Name the query

- Set the Starting criteria to Constituent Journal Entry Date: Last Year

- Set the Data Return Type to Journal Entries

- Under MATCH select All of My Criteria

- Choose Commonly Used Fields from the Available Fields drop down menu and click on Individual Transaction Received

- Select "Greater Than Or Equal To" and type in .01
- Click Save

Querying on Cumulative Giving for 2010

In the example below, we are going to show you how to pull anyone who has given $500 or more in 2010.

We will first find all 2010 received amounts:

- Go to Query

- Click on a category that you want to store this query in (example: Base)

- Click New Query under the tasks menu

- Name the query 2010 Received Amounts

- Set the Starting criteria to Constituent Journal Entry Date: Last Year

- Set the Data Return Type to Journal Entries

- Under MATCH select All of My Criteria

- Choose Commonly Used Fields from the Available Fields drop down box and click on Individual Transaction Received

- Select "Greater Than Or Equal To" and type in .01
- Click Save

Next, we will use the 2010 Received Amounts query as our starting criteria and pull out those entries from accounts that have given a total of $500 or more:

- Go to Query
- Click on a category that you want to store this query in (Ex: Base)
- Click New Query under the tasks menu
- Name the query $500 or more in 2010
- For Starting Criteria, choose "2010 Received Amounts"
- Set the Data Return Type to Journal Entries
- Under MATCH select All of My Criteria
- Select Cumulative Amounts from the Available Fields drop down box
- Select Cumulative Received from the list of links and fill in Greater Than Or Equal To 500
- Click Save and Preview

Reporting On All 2010 Donations

Here are the steps you would take to create a report listing names, addresses and total received amounts for 2010 per account.

- Go to Report/Export

- Click on a category that you want to store this report in (example: System)
- Click on New Report under the Task Menu
- Name the report
- Under the Group Report By drop down box select Account
- Under Group Options select Collapse Groups
- Choose Sets from the available fields drop down and click on "Name and Address"
- Choose Journal Fields from the available fields drop down and click on Received
- Click Save and Run under the Task Menu
- Under Select Query choose your query that finds 2010 donations
- At the bottom of the page choose a Delivery Option and then click Submit

Thank You Letters and Receipts

Below you will find some helpful information on how to create and generate a thank you letter within eTapestry, how to create an envelope template, and how to create a mailing label template.

How to Create a Thank You Letter within eTapestry

http://app.etapestry.com/help/index.php/Creating_a_Document_Template

How to Generate a Thank You Letter from a Query within eTapestry

http://app.etapestry.com/help/index.php/Generating_Documents_by_Query

How to Create an Envelope Template within eTapestry

http://app.etapestry.com/help/index.php/Creating_an_Envelope_Template

How to Create a Mailing Label Template within eTapestry

http://app.etapestry.com/help/index.php/Creating_A_Mailing_Label_Template

*Please note that you will need to be logged into eTapestry for the links to work. You can also access help information by logging into eTapestry and clicking the Help link in the yellow bar at the top of your screen.

Recorded Trainings

If your organization subscribes to our Annual Training Agreement or Recorded Trainings you can check out the following videos to help you with your Annual Receipting needs:

To access these videos click on the Help Tab at the top of eTapestry, then click on the words Recorded Training in the blue bar.

Please also note that we have expanded the recorded trainings offered at no cost to include Learning the Basics: Entering Accounts, Entering Journal Items and Basic Reporting:

Please take advantage of these sessions and contact support with any questions!

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