This process may be used to print labels with statements or, when exported to Excel, to generate labels with a list of donors and donation information. In either case, the output may be filtered for certain criteria such as donation is within an amount range to a particular fund in a particular time frame.
- Go to the Donor Reports page.
- Using the Navigation Bar, select Reports → Donor.
-or- - Using the Reports Card, select Donor.
- Using the Navigation Bar, select Reports → Donor.
- Select the Contribution Detail Statement Report.
- 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.
- To generate labels at the same time as you generate the statement, mark the Print Statement Labels checkbox.
- 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.
- 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.
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