PSFS Offering | Donor Reports - Statements: How to generate pledge statements

How to generate pledge statements

  1. Navigate to the Donor Reports page.
    • On the Navigation Bar, expand Offering → Reports and select Donor.
    • On the Home → Offering page, select Donor from the Reports card.
  2. Once you are on the Donor Reports page, select Pledge Statement Report from the report dropdown.

    Use the drop-down lists, checkboxes, calendar icons, etc. to choose report preferences per field. Many of the fields are self-explanatory.
  3. Check the Report Filter by clicking the Configuration Gear
  4. Each Donor Reports options (Contribution Detail Statement, Pledge Statement, Non-Giver Letter) needs a selected Body of Statement. See How to configure donor reports: Signature, Letterhead, Body of Statement, Printed Name
  5. Configured can be exported by either Excel of PDF. Click this link to learn the differences between the two output options.



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