Donor statements in Offering can include a signature image, a letterhead, a body of statement, and a printed name. This article explains how to choose each option on the Donor Reports page, generate the report, and add or edit the saved options you choose from.

Open the Donor Reports Page

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, Pledge Statement Report, or Non Giver Letter Report.

   The report form opens. On the Contribution Detail Statement Report form, the Signature, Letterhead, Body of Statement, and Printed Name fields are in the second column.

Choose Statement Options

Each dropdown lists None plus the options your ministry has saved. A saved option appears in the dropdown by its label.

Signature Field

1. Select the Signature dropdown.
2. Choose an option:
   • None (default): no signature image prints. Choose this if you hand-sign or stamp your statements.
   • A saved signature: the selected signature image prints on the statement.

Letterhead Field

1. Select the Letterhead dropdown.
2. Choose an option:
   • None: no graphic or ministry information prints.
   • Use Organization Name and Address: your ministry's name and address print on the statement.
   • A saved graphic, listed under Graphical Letterheads: the selected graphic prints at the top of the statement.

Body of Statement Field

1. Select the Body of Statement dropdown.
2. Choose an option:
   • None: no message prints. This is not recommended.
   • A saved body of statement: the selected message prints on the statement.

Printed Name Field

1. Select the Printed Name dropdown.
2. Choose an option:
   • None (default): no name prints.
   • A saved printed name: the selected name prints on the statement.

Generate the Report

Note: Fields marked with an asterisk (*) are required.

1. Under Select one or more Funds, select at least one fund. If you skip this, the message "Must select at least one fund" appears.
2. Select the download icon in the upper-right corner of the page.
3. Select PDF or Excel. The message "Report is being generated." appears, and the file downloads when it is ready.

For more on running statements, see Generate Contribution Statements.

Add or Edit Saved Options

You add, edit, and delete signatures, letterheads, bodies of statement, and printed names in the Report Contents window, not in the report form.

1. On the Donor Reports page, select the gear icon in the upper-right corner.
2. Select Contents. The Report Contents window opens.
3. Next to the field you want to change, select an icon:
   • Plus sign: add a new option.
   • Pencil: edit the selected option.
   • Trash can: delete the selected option.

Tip: If the statement text you want to keep together jumps to the next page, try changing the font, reducing the font size, or removing space added between paragraphs.

4. Select Save & Close to keep your changes, or Cancel to close without saving.

For full directions, see Add or Remove a Signature Image, Add a Letterhead Graphic, Create, Edit, or Delete a Body of Statement, and Add or Edit a Printed Name.

Updated November 02, 2026 19:58