Use the Details for $250 report type to generate Contribution Detail Statements that list contributions of $250 or more.

Before You Generate Statements

1. Only postings entered on the Contributions page or in a closed batch appear on statements.
2. A family without Send Mail checked on their family record doesn't get a statement unless you select Include families with Send Mail unchecked in Report Filters (see the steps below).
3. A gift posted to a member record instead of the family record appears only when you run the report for Members or Family (include Member Gifts). See Include member contributions on statements.

Generate Statements for Gifts of $250 or More

1. From the dashboard, select Offering.
2. In the left navigation menu, select Reports to expand the section.
3. Select Donor.
4. From the Select a Donor Report dropdown, choose Contribution Detail Statement Report.
5. Enter a Start Date and End Date. Both are required.
6. Leave Minimum Amount and Maximum Amount blank.

7. From the Report Type dropdown, choose Details for $250. The statement lists each contribution that meets your criteria, one at a time.

   Note: Report Type returns to All Details each time you open the report, so check it before you generate statements.

8. Under Select one or more Funds, select at least one fund.
9. To print mailing labels with your statements, select Print Statement Labels below the date fields. See How to generate labels for contribution statements.
10. Check the Signature, Letterhead, Body of Statement, and Printed Name fields, and make sure the right Body of Statement is selected for this report. See How to configure your tax statements: Signature, Letterhead, Body of Statement, Printed Name.
11. Select the Configure (gear) icon in the upper-right corner.
12. Select Filters.
13. On the Include Contribution Types tab, make sure every contribution type you use is selected. Gifts with a type that isn't selected don't appear on statements.
14. Select the Other Filters tab.
15. To send statements to families that have Send Mail unchecked, select Include families with Send Mail unchecked. For the other filters, see How to configure filters for donor reports.
16. Select Save & Close to keep your filter changes, or Cancel to close without saving.
17. Select the Export icon in the upper-right corner.
18. Select PDF or Excel. The message "Report is being generated." appears, and the file downloads when it is ready. The two formats are laid out very differently; see How to determine the best export option for your donor reports.

Updated November 09, 2026 16:49