Use Print Statement Labels to print mailing labels with your contribution statements. The PDF export gives you the statements and a separate labels file. The Excel export gives you a list of donors with their addresses, funds, and amounts, plus a separate labels file. The dates, funds, amount range, and filters you choose decide which donors are included.
Generate Labels with Contribution 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.
- Enter a Start Date and End Date. Both are required.
- Under Select one or more Funds, select at least one fund. For the other report options, see Generate Contribution Statements.
- Check your Report Filters, since they greatly affect which donors are listed. See Configure Filters for Donor Reports.
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Select Print Statement Labels below the date fields.
Note: Print Statement Labels stays selected the next time you open the report, so clear it when you don't want labels.
- Select the Export icon in the upper-right corner.
- Select PDF or Excel. Each downloads two files:
- PDF: your contribution statements and a separate file of mailing labels.
- Excel: a list of donors with their Env #, name, family address, contribution date, contribution amount, check number, and fund name, and a separate sheet of mailing labels. The list changes with the Report Type: Fund Totals Only groups contributions by fund with a total for each.
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