PSFS Offering | Donor Reports - Statements: How to create, edit or delete a body of statement for donor statements

How to create a body of statement to add to your donor statements

  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.
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  3. Scroll down to the Body of Statement drop-down field. To add a new Body of Statement name, click the add button (+).
  4. The Body of Statement form will open and you may begin entering your text information. To activate the Save button, update the Name field.

 

Tips for the Body of Statement:

      • The top field should include the name of the statement. Differentiate statement names ('contribution' body of statement vs. a 'non-giver' body of statement).
      • Use the word processing tools to change the font style & size, format, and text color. 
      • 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 style/size. 
      • No need to enter a greeting nor a date. The system defaults to the selected salutation; and dates the letter when it is printed.
      • Additional space can be added or removed to improve spacing between the greeting and/or signature and your body of statement.  

 

To edit the Body of Statement name and text fields:

    1. Open the drop-down list of the Body of Statement options
    2. Click to select the the Body of Statement
    3. Click the Edit button () to activate the edit window

 

To delete a selected Body of Statement in the drop-down list of Report Contents:

    1. Open the drop-down list of the Body of Statement options
    2. Click to select the the Body of Statement
    3. Click the Delete button () to activate the edit window

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