PSFS Offering - Statements: How to generate statements for contributors who are set to contributor only

How to generate statements for contributors who are set to contributor only

  1. Follow all of the normal steps to create offering statements.
  2. 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).
      Membership-Filters.png
    • To the right of the Membership Filters, mark the Givers filter to show filtered givers. Otherwise, your other filters will be ignored.
      Show_filtered_givers.png 

 

 

 

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