This article explains how to generate contribution statements that show summary totals by fund instead of a line for each contribution.
Generate Fund Totals Only Statements
- From the dashboard, select Offering.
- In the left navigation menu, select Reports to expand the section.
- Select Donor.
- From the Select a Donor Report dropdown, choose Contribution Detail Statement Report.
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From the Report Type dropdown, choose Fund Totals Only. This gives summary totals by fund. The other options are All Details and Details for $250.
Note: Report Type returns to All Details each time you open the report, so check it before you generate statements.
- Fill in the remaining report options as you normally would.
- For all of your givers, see Generate Contribution Statements.
- For one family or member, see Print a Contribution Statement for a Single Family or Member.
- Under Select one or more Funds, select at least one fund. If you skip this, the message "Must select at least one fund" appears.
- Select the Export icon in the upper-right corner of the page.
- Select PDF or Excel. The message "Report is being generated." appears, and the file downloads when it is ready.
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