Create, Edit or Delete Body of Statements for Donor Statements

The body of the statement is the letter text that prints on your contribution statements, after the greeting and before the signature. You add, edit, and delete bodies of statement in the Report Contents window of Donor Reports.

 

Open the Body of Statement Field

  1. From the dashboard, select Offering.
  2. In the left navigation menu, select Reports to expand it.
  3. Select Donor. The Donor Reports page opens.
  4. Select the Configure (gear) icon in the upper-right corner.
  5. Select Contents. The Report Contents window opens.
  6. Scroll to the Body of Statement field, below Signature.

    The icons beside the field are Edit selected Body of Statement (pencil), Add new Body of Statement (plus), Delete selected Body of Statement (trash), and an information icon with formatting tips. A preview of the selected text appears below the field.

 

Add a Body of Statement

  1. Select the Add new Body of Statement (plus) icon beside the Body of Statement field.
  2. Enter a Name. Use a name that distinguishes your letters, such as a contribution letter and a non-giver letter.
  3. Check the font and size in the toolbar. The window advises: "To match the contribution statement formatting, choose Arial font-family and 10pt font-size." Arial and 10 are selected when the window opens.
  4. Type your letter text in the text box.
    • Don't add a greeting or a date. Statements print a greeting with each donor's name and the date the statement is printed.
    • Use the toolbar to change the font, size, bold, italic, alignment, and text color.
    • Add or remove blank lines to adjust the spacing between the greeting, your letter, and the signature.
    • If text you want to keep together moves to the next page, try changing the font, reducing the font size, or removing space between paragraphs.
  5. Select Save. Save becomes available once you enter both the name and the text. The window closes, and the new body of statement is selected in the Body of Statement field.
  6. Select Save & Close to use the new body of statement on your statements. The message "Content settings have been saved!" appears.

 

Edit a Body of Statement

  1. Select the Body of Statement dropdown.
  2. Select the body of statement you want to change.
  3. Select the Edit selected Body of Statement (pencil) icon. A window opens with the name and text.
  4. Change the Name, the text, or both.
  5. Select Save. The body of statement is updated.

 

Delete a Body of Statement

  1. Select the Body of Statement dropdown.
  2. Select the body of statement you want to delete.
  3. Select the Delete selected Body of Statement (trash) icon.
  4. In the Delete? window, select Yes.
  5. Refresh the page in your browser, open Report Contents again, and check the Letterhead, Signature, Body of Statement, and Printed Name fields.

    Important: Deleting a body of statement can clear the saved selections in all four fields, even if you deleted a body of statement that wasn't in use.

  6. Select the letterhead, signature, body of statement, and printed name you want on your statements.
  7. Select Save & Close.

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

If you have an issue that requires help or feedback, please Contact Support.