IO Reports - Donor Reports: How to add a letterhead graphic to your statement

How to add a letterhead graphic to your statement

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Before you can add a letterhead graphic to your statements, you must create one and have it available for upload. For information on how to create the image, see Letterhead Options → Simple Guidelines for Creating Custom Letterheads in the in-app help article, How to Configure Donor Report Content. NOTE: For best results, your image should be 8" wide and up to 1.5" high. For more information see, Why does my letterhead graphic stretch across the width of the page?

  1. Navigate to the Donor Reports page.
    • On the Navigation Bar, expand Offering → Reports and select Donor
      -or-
    • On the Home → Offering page, select Donor from the Reports card.
      Navigatge_to_Donor_Reports.png
  2. Once you are on the Donor Reports page, select Contribution Detail Statement Report from the report dropdown.
  3. Click the gear button (Configure) in the upper right corner of the page.
    Configure.png
  4. Scroll down to the Letterhead field and to add a new letterhead graphic, click the add button (+).
    choose_the_add_button.png
  5. To add a letterhead graphic, click the Change button.
    • Your browser will open.
    • Select the graphic you have saved to your hard drive and click Open.select_letterhead_graphic.png
  6. Label and save the graphic.
    save_letterhead_graphic.png

  7. Unless you have other fields to update on this configure screen, click the Save & Close button at the bottom of the screen.
    Save_and_Close.png

If you accessed this article from the article on how to generate contribution statements, click the following link to return.

 

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