PSFS Offering | Donor Reports - Statements: How to edit or view an existing 'body of statement'

How to edit or view an existing 'body of statement'

This article assumes you already have an existing body of statement that you either want to edit or view. If you want to learn how to create a new Body of Statement, click the link.

  1. Go to the Donor Reports page.
    • Using the Navigation Bar, select Reports → Donor.
      -or-
    • Using the Reports Card, select Donor.
  2. Click the gear button (Configure) in the upper right corner of the page, then select Contents.
    mceclip1.png
  3. Scroll down to the Body of Statement drop-down field.
    • Click the down-arrow to select a statement. The selected text will populate in the text window (see image below).
    • The Cancel button can be used to close the window after reviewing the text with no added changes.
    • To edit the Body of Statement contents see Step #5.
    • To delete the selected Body of Statement see Step #6


  4. To edit the text, click the edit button (mceclip0.png).
    • Click into the text and make your changes. Note: you must also change the Name. If you want to keep the name, just add a number at the end of it. It won't save unless it's been changed.
      • Please note: The length of your body of statement may affect your page breaks. If it is only slightly too long (and requires an extra page) and you need every word, consider changing the font or the font size. Otherwise, try to rewrite the body of statement to say the same thing using fewer words.
    • Save the changes then click Save & Close or Cancel out of the configure screen if you don't have other items to address there.
       
  5. To delete the text, click the delete button (). If you are sure you want to delete it, click Yes to the confirmation prompt. The deletion will then be complete. You may now either select Cancel or Save & Close out of the configure screen to go back to the Contribution Detail Statement Report page.

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