Print Statements
Statements can be printed for a specific person, a group of people based on a filter, or for everyone in the church:
Printing a Specific Person's Statement
- Navigate to the person's profile you'd like the statement for.
- Click "Giving" on the left navigation bar.
- Towards the upper right of the screen, find the "Download as Excel" button and click the arrow just to the right of it.
- Select "Print Statement" from the dropdown list and then click the "Print Statement" button.
Printing Statements Based on a Filter
Printing a giving statement based on a filter allows more control over what appears on the giving statement. Users can filter by fund, amount, or any other criteria, and only contributions that match the filter will be used when creating the statement.
- Get contribution reports for the contributions you'd like to include in the giving statement.
- Towards the upper right of the screen, find the "Download as Excel" button and click the arrow just to the right of it.
- Select "Print Statement" from the dropdown list and then click the "Print Statement" button.
Printing All Donors' Giving Statements
To print a statement for all donors1:
- Navigate to "More > Contributions > Statements."
- Click "Print."
- Select the desired date range and click "Print Statements."
Save as PDF: Printing statements will load a web page showing statements in a printer-friendly format. If you'd like to save this as a PDF, we'd recommend using a browser's print function to save to a PDF. For more information see how to save to a PDF via the Chrome browser.
Double Sided Printing: If you plan on printing statements on both sides of the paper (two-sided printing), prior to printing, close the print dialogue window and click "Two-Sided Printing" in the upper left of the preview screen. This will create extra pages where appropriate so the front of one statement never prints on the back of another (note that only Internet Explorer and Edge browsers support this functionality).
Email Statements
Emailing statements allows users to send statements to an individual via email. Statements are sent as attached PDF files. If sending to multiple people, each recipient will receive only their giving statement as the attachment.
Emailing a Specific Person's Statement
- Navigate to the person's profile you'd like to email the statement for.
- Click "Giving" on the left navigation bar.
- Towards the upper right of the screen, find the "Download as Excel" button and click the arrow just to the right of it.
- Select "Email Statement" from the drop-down list.
- Compose your email and click "Send."
- Find contribution reports for the contributions you'd like to include in the giving statement.
- Towards the upper right of the screen, find the "Download as Excel" button and click the arrow just to the right of it.
- Select "Email Statement" from the drop-down list.
- Compose your email and click "Send."
- Emailing a giving statement based on a filter allows more control over what appears on the giving statement. Users can filter by fund, amount, or any other criteria, and only contributions that match the filter will be used when creating the statement.
To email a statement to all donors:
- Navigate to "More > Contributions > Statements."
- Click "Email."
- Select the desired date range and click "Continue to Compose Message."
- Compose your email and click "Send."
- Emailing statements to all donors will email statements to people who have given in the specified date range (including archived people). People who have not given in that date range will not receive a statement.
If a person is on the "do not email" list, statement emails will still go through