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Contribution statements give each donor an itemized summary of their giving for a date range, for their records and for tax reporting. Follow these steps to choose families, funds, and formatting options and generate statements from the Donor Reports page, or watch the video tutorial.

Note: Contribution Detail Statements are designed to fit in a standard #10 envelope, with the address window positioned 1/2" from the bottom for proper alignment. You can also print them for non-windowed envelopes and use labels.

Generate Contribution Detail Statements

1. From the dashboard, select Offering.
2. In the left navigation menu, select Reports to expand the section.
3. Select Donor.
4. From the Select a Donor Report dropdown, choose Contribution Detail Statement Report.
5. From the Run Report For dropdown, choose Families, Members, or Family (include Member Gifts). See Include Member Contributions on Statements.
6. Choose which families get a statement:
   • All Families: includes every family that meets your other criteria.
   • Only Selected Families: select Add Donor (plus icon) to search for each family in Directory Search. Select at least one donor.
   • Family Id: enter an ID range in From and To. Both are required.
7. Enter a Start Date and End Date. Both are required.
8. Under Select one or more Funds, select at least one fund. If you skip this, the message "Must select at least one fund" appears.
9. To run statements for certain family groups only, select them under Select one or more Family Groups. With none selected, the report still runs.

10. From the Report Type dropdown, choose how contributions are listed:

    • All Details: lists each contribution with its date, amount, check number, and fund name, then a total for each fund.
    • Details for $250: lists only contributions of $250 or more. See Generate Contribution Statements for $250 or More.
    • Fund Totals Only: lists each fund with the total the donor gave to it.

    Note: Report Type returns to All Details each time you open the report, so check it before you generate statements.

11. To print mailing labels with your statements, select Print Statement Labels below the date fields. See Generate Labels for Contribution Statements.
12. Check the Signature, Letterhead, Body of Statement, and Printed Name fields, and make sure the right Body of Statement is selected for this report. See Configure Donor Reports: Signature, Letterhead, Body of Statement, and Printed Name.
13. Select the Configure (gear) icon in the upper-right corner.
14. Select Filters.

15. Review each tab in the Report Filters window:

    • Include Contribution Types: select every contribution type you use. Gifts with an unselected type don't appear on statements.
    • Other Filters: choose whether to include families with blank street addresses, blank or invalid zip codes, or Send Mail unchecked, zero-dollar contribution line items, and non-tax-deductible contributions.
    • Include Fulfillment Methods: choose which fulfillment methods to include.

    For details, see Configure Filters for Donor Reports.

16. Select Save & Close to keep your filter changes, or Cancel to close without saving. Save & Close becomes available once you change a filter.
17. Select the Export icon in the upper-right corner.
18. Select PDF or Excel. The message "Report is being generated." appears, and the file downloads when it is ready. The two formats are laid out very differently; see How to Determine the Best Export Option for Your Donor Reports.

Watch the Video Tutorial

Updated November 09, 2026 19:18