PSFS Offering | Donor Reports - Statements: How to generate contribution statements for contributions $250 or more

How to generate contribution statements for contributions $250 or more

Before you begin, please note the following: 

  • Only postings entered on the Contributions page or that are in a closed batch will be present on statements.
  • If the family does not have the option to "Send Mail" checked in their family record, a statement will not generate unless you mark the option to "Include families with Send Mail unchecked" by clicking the gear button on the top right of the Donor Reports page and selecting the Other Filters tab from the Filters option.
  • If a gift was inadvertently posted to a member record instead of to the family record, it will only show up on the statement if you choose the option to include member records.
  1. Go to the Donor Reports page.
    • Using the Navigation Bar, select Reports → Donor.
    • Using the Reports Card, select Donor.
  2. Select the Contribution Detail Statement Report.
  3. Many of the fields on this page are self-explanatory, such as date range fields. If you have questions about those fields, please see our in-app help files. Articles on how to populate the more complicated fields can be accessed through this article.
  4. Leave the minimum and maximum blank.  
  5. In the Report Type field: Choose Details for $250 
    • When the report type of Details for $250, the report is configured to display each contribution that meets the selected criteria will be listed one at a time.

      • The details listed are Contribution Date, Funds Name, Contribution Type, Contribution Amount, Check Number, Contribution Type Code, Contribution Type Details
  6. One more important setting is the Filters. See How to configure Filters for Donor Reports
  7. If you want to generate labels at the same time as you generate your report, select the Print Labels checkbox below the date span fields (lower left of the page). See How to generate labels.
  8. The rest of the configuration steps are very similar to generating any donor report, and so this article will link to the article that walks through how to configure Donor Reports.
  9. Once you have configured your Donor Report, it is time to generate the output file. The two output options render files that are formatted very differently. Click the following link for more details on the differences between the two output options.
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