PSFS Offering | Donor Reports - Statements: How to print a contribution statement for a single family or for a single member

How to print a contribution statement for a single family or for a single member

  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 Contribution Detail Statement Report from the report dropdown.
    Many of the fields on this page are self-explanatory, such as the minimum and maximum amount fields and the date range fields. If you have questions about those fields, please see our in-app help files. Articles on how to populate the more complicated fields can be accessed through this article.
  3. If you want to print a report for only one donor:
    • Use the Only Selected option as shown below. You may add as many donors as you need using these steps:
      1. Select the Only Selected Families option. You may change the 'Run Report For' field to Members. Then, the words will change from Families to Members on the options below that.
      2. Fill in the information you have on the family or member to search for the donor. The image below shows the first and last names. Then, click Search.
      3. Select the donor by marking the checkbox to the left of their name, then click the Select button.
      4. You will be taken back to the reports page, where you must fill in all of the other options, such as selecting at least one fund and the date range. Then, you may run the report.
  4. One more important setting is the Filter. See How to set my filter to make sure the right records are selected.
  5. Report Type: Choose one of these -  All Details, Details for $250, Fund Totals Only.
    • When the report is configured for Fund Totals Only, all contributions that meet the populated criteria will be summed together by fund listing only the Fund Name and the sum of all the contributions from each donor to that fund.
    • When the report is configured for one of the details options, each contribution that meets the selected criteria will be listed one at a time.
      • The details listed depend on the option chosen in the Configure → Content → Column Selection and Ordering page.
      • Options offered: Contribution Date, Funds Name, Contribution Type, Contribution Amount, Check Number, Contribution Type Code, Contribution Type Details.
  6. The rest of the configure steps are very similar to generating any donor report and so this article will link to the article that walks through how to configure Donor Reports.
  7. Once you have configured your Donor Report, it is time to generate the output file. The two output options render files that are formatted very differently. Click the following link for more details on the differences between the two output options.



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