How to generate contribution statements
- Only postings entered on the Contributions page or that are in a closed batch will be present on statements.
- If the family does not have the option to "Send Mail" checked in their family record, a statement will not generate unless you mark the option to "Include families with Send Mail unchecked" by clicking the gear button on the top right of the Donor Reports page and selecting the Other Filters tab from the Filters option.
- If a gift was inadvertently posted to a member record instead of to the family record, it will only show up on the statement if you choose the option to include member records. To accomplish this select "Run Report For: Family (include Member Gifts).
- 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.
- On the Navigation Bar, expand Offering → Reports and select Donor.
- 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. - 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
- If you want to generate labels at the same time as you generate your report, mark the Print Labels checkbox below the date span fields (lower left of the page). See How to generate labels.
- 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
- 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.
- 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.
- Each time you access the Donor Reports and select one of the three options (Contribution Detail Statement, Pledge Statement, Non-Giver Letter), take care to select the correct Body of Statement option.
How to configure donor reports: Signature, Letterhead, Body of Statement, Printed Name
- Each time you access the Donor Reports and select one of the three options (Contribution Detail Statement, Pledge Statement, Non-Giver Letter), take care to select the correct Body of Statement option.
- 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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