Donor Statement Personalisations

These personalisations are available to both Donor and Income Statements, with some exclusions identified below.

Date personalisations

{date}

Today's date

Date Format

Output the date using the format you specify

There are options available with the personalisation "date":

{date}
This will output using your default date format setup in Administration / System / Date and Time

{datelong}
This will output using the format based on the addition of format characters. The format character options are:

You can use any of the available formats from this list.

Examples:
{date F Y} will output January 2018
{periodstart d F} will output 1 January
{periodend M Y} will output Jan 2019

{periodstart}

First date of the specified reporting period

{periodend}

Last date of the specified reporting period

Statement Items

{all items}

List a line of text which describes all the available pledges. The information on the line is customisable. by including words from the following list.

Note that the GST(or VAT) percentage is taken from the administration / system / finance / "Current GST Rate" field.

This personalisation also supports font tags (see details in this section)

This personalisation also supports conditional tags (see details in this section)

{totals}

{totals} has a number of options available:

It can be helpful to combined these totals. You can combine the statement or the lifetime values.

{openingbalance} and {closingbalance}

This displays the opening and closing balance for the transaction period. This balance is calculated when the process of printing the statement is started. This balance is updated during the process of producing the statement depending on what is shown on the statement.

The matching {closingbalance} is calculated by taking the {openingbalance} and adding items from the following personalisations:

• all pledge items when {paidamount} is used
• tax item list grouped when {amount} is used
• track1 group list when {amount} is used
• track2 group list when {amount} is used
• all items when {amount} is used
• income when {amount} is used

{income}

For those people who are connected to a tracking category (Xero users only), as a Recipient who receives money. This personalisation allows you to list the transactions received as income.

This personalisation also supports font tags (see details in this section)

{pledges}

List a line of text which describes all the available pledges. The information on the line is customisable by including words from the following list.

Example usage:

To show the amount the the frequency of all pledges, include the following text.

{pledges amount frequency}

If no words are included then the following is the default:

 {pledges amount frequency start [end]to end}

Note that other words and letters of your choosing can be included in this text For example, Date range:

{pledges amount - frequency. Date range: start [end]to end}

{all pledge items}

This outputs a table of information related to pledges. Each column is evenly spaced across the page. One row is shown for each pledge item. For instance, if you have a monthly pledge for 12 months there will be 12 rows shown.

This personalisation also supports font tags (see details in this section)

Example usage:
Just output the list of pledge dates, payments required.

{all pledge items date pledgeamount} 

If no keywords are included then the following is used:

{all pledge items date pledgeamount paidamount pledgepaidbalance}

{balance of statement}

By default this will output a total value for all pledged and paid items that would have been listed under the {all pledge items} personalisation.

You can tailor it to only count pledges, or only count paid for items thus:

{balance of statement pledge}
{balance of statement paid}

{tax item list grouped}

These will output the list of tax rebatable items

{track1 group list}

{track2 group list}

These will output the list of items connected to the tracking categories

{supportlist}

This is only available to Donor Statements

This personalisation also supports font tags (see details in this section)

{supportkpis}

This personalisation also supports font tags (see details below)

Font tags

Some of the above personalisations appear in tables. Simply using the editor to change the font of the personalisation does not affect tables, therefore an additional tag is needed to tell infoodle to use the font within the table.

The format is font[dejavusans/12pt]

This has 4 parts

• font[ : the keyword, must be lower case and preceded by a space

• dejavusans : this is the font to use. dejavusans is a good one to use, alternatives are shown in the drop down choice of fonts in the edit

• 12pt : this is the font size to use. Again, use the same values that are available in the drop down list in the editor

• ] : Closing the keyword. There is also a space after this (or the closing } of the personalisation.

Conditional Tags

This feature allows for the scenario when a column needs to contain one of several values, depending on where that value is. This is typically used when trying to output the purpose a transaction was used for. In most cases "description" is sufficient. In curtain circumstances you may want to output the Tracking category Decode if its there, and use the description if its not.

To achieve this use the ^ between the field tags. For example:

tc1decode^tc2decode^description

This outputs Tracking Category 1 decode if it has a value - otherwise it outputs Tracking Category 2 decode if that has a value - otherwise it uses the description.

Widths

Some personalisations output in tables - e.g. {all items}. You may need to control the column widths for these. This is possible by adding the letter > then a number of pixels you want to expand the column by beyond the current setting - i.e. this number is added to the current default value. e.g.

description>50

Renaming columns headings

Some personalisations output in tables - e.g. {all items}. You may need to control the heading word each column. This is possible by adding the letter | then the heading you want to use. e.g.

description|Information

If you want a space in the name - use the _ character:

description|Item_Information

If you want to change the column heading and the width:

description|Item_Information>50

Formatting issues