How to generate a Contribution Detail Statement Report

1. On the Navigator Bar, expand Reports and select Donor or select the Donor page link from the Reports Card.
   
2. Use the dropdown menu to select a report.
   
   
    
3. On the right side of the Contribution Detail Statement Report page, you may select all funds at once, or one or more individual funds by simply marking the appropriate checkbox.
   
4. Choose for whom you will run the statements using the selections from the dropdown.
   • When either Families or Members are selected, the options are similar, where when Family Groups is selected, you may choose from one or more Family Groups.
     
   • When Only Selected ... (Members or Families) is selected, the screen includes the option to add the givers you want to include.
     
     1. Select the add action button then enter a search term(s).
     2. Click the Search button to populate the results screen.
        
     3. Continue to follow steps 1-2 above until all the names have been selected.
        
5. You may narrow down which statements print by using the filter option. This option lets you select specific payments types, or other filters such as including families with blank street addresses or blank or invalid zip codes, among other things.
   
6. When you are satisfied with your selections, generate the report by using the export action button found in the upper right corner of the screen. Choose between Excel or PDF.
   
   • Depending on how you have configured your statements, the report will look similar to the following image.
     

Updated September 19, 2024 18:49