DM Reports - Donor: How to add a graphical letterhead to contribution statements

How to add a graphical letterhead to 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 tabs. The page opens on the Statements tab. Click the Letterhead/Signature tab which is where you may update the letterhead option.
    Izzy_Reports_Donor_Configure-Report-Icon_Contents_Letterhead-options.png
  4. Under Letterhead, mark the Use Graphical Letterhead option. 
  5. Upload the graphical letterhead:
    • Hover over the graphical letterhead box then click the Change button which displays as you hover.
    • Select the graphical letterhead that you have scanned to your local drive.
    • Once you've selected the graphic, click the Save & Close button.
      Mark-use-graphic-sletterhead.png
  6. A sample of a statement with the electronic signature is below:
    Izzy_Reports_Donor_Contribution-Statements.png

 

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