1. Navigate to the Donor Reports page.
   • On the Navigation Bar, expand Offering → Reports and select Donor.
     -or-
   • 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. 
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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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Updated March 17, 2025 13:10