DM Reports - Donor: How to add the organization's name and address to the top of contribution statements

How to add the organization's name and address to the top of 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 organization's name and address option. Then, click Save & Close.
    Use_Orgs-Name-and-address.png
  5. A sample of a statement using the organization's name and address at the top is shown below:
    statement-with-sgi.png

 

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