DMO Reports - Donor Reports: How to generate pledge statements

How to generate pledge 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 Pledge Statement Report from the report dropdown.
    select_pledge_statement.png
    Many of the fields on this page are self-explanatory such as the minimum and maximum amount fields and the date range fields. If you have questions about those fields, please see our in-app help files. Articles on how to populate the more complicated fields can be accessed through this article.
    report_selections.png
  3. One more important setting is the Filter. See How to set my filter to make sure the right records are selected.
  4. Each time you access the Donor Reports and select one of the three options (Contribution Detail Statement, Pledge Statement, Non-Giver Letter), take care to select the correct Body of Statement option. 
    How to configure donor reports: Signature, Letterhead, Body of Statement, Printed Name
  5. Once you have configured your Donor Report, it is time to generate the output file. The two output options render files that are formatted very differently. Click the following link for more details on the differences between the two output options.
    export_donor_report.png

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