How to generate statements for contributors who are set to contributor only
- Follow all of the normal steps to create offering statements.
- When you get to the Options Tab, #4 in the linked article, note the following:
Under Membership and Giver filters:
- Family Registration must be set to Not Registered or to Both. "Both" includes Registered and Not Registered individuals. If you have individuals who are Registered but also fall into a Contributor Only category for Family Group, choose Both for Family Registration.
- Family Group must be set to All Groups or Contributor Only (use Contributor Only if you only want to generate statements for Contributor Only givers).
- To the right of the Membership Filters, mark the Givers filter to show filtered givers. Otherwise, your other filters will be ignored.