How to add or remove selected fields to donor statements
- On the Navigator Bar, expand Reports and select Donor or select the Donor page link from the Reports Card.
- Select the Configure Report action button on the upper right corner and then select Contents.
- 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.
- Under the Include column, mark each field you would like to include on the statement.
- To the left of each column name, you will see a grab-field icon. You may click on the grab-field icon and drag it to another position.