CMS - Contributions: How can I create Statements and Lables for Contributors?

How to print Contributor Statements and create labels for the same contributors.

To print your contributor statements please refer to this article.

CMS Contributions - How to Create Contributor Statements

 

To create labels for these you will click on Reports > Contributor Labels/Letter Mailer from within the Contributions module.

You will use the same filters for this report as you used to create the Statement.

 

Normally the only filter used, is under the Additional button on the Statement and you would select the box for Year to Date Contributions.

 

In the Label report you will use the Contrib/Pledge Selections button and then fill in the information as seen in the screen print below.

If you are using some other filters you will have to find the equivalent filters in the Label report to match. 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.