This article explains how to select and configure options for donor reports in Offering, including signature, letterhead, body of statement, and printed name fields. Follow these steps to customize your donor statements for your organization’s needs.

Accessing Donor Reports

1. Navigate to the Offering module:
   • Use the Navigator Bar to select Reports >Donor.
   • Use the Reports Card to choose Donor.
2. Select Your Report
   • On the Donor Reports page, choose your report from the report dropdown.

Configuring Report Fields

Many fields are self-explanatory (e.g., minimum/maximum amount, date range).

Signature Field

• No signature image: If the signature field is blank, no signature image will print. If you hand-sign or stamp statements, select None (default) in the dropdown.
  
• Select a saved image: After adding a signature image, select it from the dropdown. The field will display the label of the imported image.
  
• Add a signature image: Upload a new signature image to use on donor reports.
  • For directions on how to add a signature image, see Add a Signature Image

Letterhead Field

• No letterhead graphic: If the field is blank, no graphic or information about your organization prints.
• Use Organizational Name and Address: To include the organization name and address, select Use Organization Name and Address from the dropdown.
• Select a saved letterhead graphic: After adding a graphic, select it from the dropdown. The field will display the label of the graphic.
  
• Add a letterhead graphic: Upload a new graphic for use in statements.
  • For directions on how to add a letterhead graphic, see Add a Letterhead Graphic

Body of Statement Field

• No body of statement: If the field is blank, no message prints. This is not recommended.

• Select a saved body of statement: After adding a message, select it from the dropdown. The field will display the label of the text.

  

• Add a body of statement: Create and add a new message for use in donor reports.
  • For directions on how to add a Body of Statement, see Add a Body of Statement

Printed Name Field

• No printed name: If the field is blank, no name prints. If text is present, select None (default) in the dropdown to remove it.

• Select a saved printed name: After adding a name, select it from the dropdown. The field will display the label of the name.

  

• Add or edit a printed name: Create and add a new name for use in donor reports.
  • For directions on how to add a printed name, see Add a Printed Name