Generate Labels for Contribution Statements

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

  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. Under Select one or more Funds, select at least one fund. For the other report options, see Generate Contribution Statements.
  7. Check your Report Filters, since they greatly affect which donors are listed. See Configure Filters for Donor Reports.
  8. 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.

  9. Select the Export icon in the upper-right corner.
  10. 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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