This process may be used to print labels with statements or, when exported to Excel, to generate labels listing donors and donation information. In either case, the output may be filtered by specific criteria, such as donations within a certain range to a particular fund over a specific time frame.

1. Go to the Donor Reports page.
   • Using the Navigation Bar, select Reports → Donor.
     -or-
   • Using the Reports Card, select Donor.
2. Select the Contribution Detail Statement Report.
   
3. Note that the filter feature will have a big impact on who is listed (or not listed). See How to set my filter to make sure the right records are selected.
4. To generate labels at the same time as you generate the statement, mark the Print Statement Labels checkbox.
   
5. Click the export button in the upper right of the page to select either version (Excel or PDF).  
   • If you selected the Excel export, your 'statement' will be a list of donors with their address, the fund to which they gave, and the amounts. The report output will be different depending on the Report Type selected.

Note: When Print Statement Labels is selected, you will get two output files: The first will be the labels, and the second will be the statements.

Updated October 22, 2025 18:17