DM Reports - Donor: How to configure your contribution statements

How to configure your contribution statements

  1. On the Navigator Bar, expand Reports and select Donor or select the Donor page link from the Reports Card.
    Izzy_Nav-or-PagesPanel_Reports_Donor-Shrunk.png
  2. Select the Configure Report action button on the upper right corner and then select Contents.
    Izzy_Reports_Donor_Configure-Report-Icon_Contents.png
  3. At the top of the Report Contents page, there are three options from which you may choose to hone your donor reports. Each one is touched on below. Click the link for additional information on each.
    Izzy_Reports_Donor_Configure-Report-Icon_Contents_3Options_Updated.png
  4. The Statements tab allows you to select options such as:
    • Mailing Name Type
    • IRS Disclaimer
    • Contribution Body of Statement
    • Pledge Body of Statement
  5. The Letterhead/Signature tab lets you hone your reports for letterhead and signature options.
    • Choose between three letterhead options including importing your own letterhead graphic.
    • Choose between two signature options including uploading a graphical signature.
  6. The Column Selection and Ordering tab allows you to select or omit certain fields on your Donor Reports.
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