How can I get a list of all my gifts or donations for a year?
Symptom
- You need a report of all donations given to your library over a specific year.
Applies to
- WMS Acquisitions
Resolution
You can get this list and a total for the items through the Order Items list. To do so, follow these steps:
- Go to WorldShare > Acquisitions > Orders > Order Items
- Select the Order Number index
- Enter
PO-<year you want the report for>
(ex. PO-2020) in the search box - Set the Order type filter to Gift/Donation