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

  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.
      Reports_Donor.png
  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. 
  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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