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

How to generate contribution statements

  1. Go to the Donor Reports page.
    • Using the Navigation Bar, select Reports → Donor.
    • Using the Reports Card, select Donor.
  2. Select the Contribution Detail Statement Report.

  3. One more important setting is the Filters. Filters include payment types and other filters, such as including non-tax-deductible contributions and families with Send Mail unchecked. See How to configure filters for donor reports
  4. To print labels for this report, mark the Print Labels checkbox below the date span fields (lower left of the page). See How to generate labels.
  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 the 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 are Contribution Date, Funds Name, Contribution Type, Contribution Amount, Check Number, Contribution Type Code, Contribution Type Details.
      • Details for $250 option will only include contributions of $250 or more. See How to generate contribution statements for $250 or more
  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.
  8. Click Configuartion Gear report contents and filters:
  9. Click the Export icon and print the report in either PDF or Excel version:  



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