IO Reports - Donor Reports: How to create a body of statement to add to your donor statements

How to create a body of statement to add to your donor statements

  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 Or the Pledge Statement 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 Body of Statement field and to add a new letter or note, click the add button (+).
    Add_body_of_statement.png
  5. The Body of Statement form will open and you may begin entering your text information.
    Body_of_statement_form.png
    • Give the letter a name for easy identification. You will especially want to differentiate between a contribution 'body of statement' and a non-giver 'body of statement.'
    • Use the word processing tools to change the font, size, format, and text color.
    • Make sure you save your text.
    • The statement will already contain a greeting and the date.
      Giving_Statement_Text.png
  6. 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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