Complete Guide to Creating Giving Statements

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    MotherMindyStJames

    We print quarterly statements so that people know how they're doing with their pledge. How do I get statements for those who have pledged, but gave nothing so far? If there's no dollar amount given, it won't print a statement. Thank you.

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    Emily W.

    Hi @mothermindystjames!

    Thanks for reaching out! I have provided a great resource that will help you get these desired results:

    Managing Pledges

    Happy Breezing! 

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    mmcmullen

    Two questions 

    1. Is there a way to have more than one letter to send? For instance, I want to send a letter with all contributions listed and pledge payment progress to date, but for those who didn't pledge this year it says "No pledge information." So, I want to have one letter for those who have pledged and one for those who didn't.

    2. For the pledge information, the way my letter comes out is below. Is there a way to get that all on one line?

    "As of September 30, 2019, you have paid
    $250.00 for the $1,020.00
    pledged for the fiscal year.

    Thank you!

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    Stephen Ivey

    @mmcmullen

    Thanks for reaching out to the Forum! We're going to move your request over to Support in order to better serve you. 

    Cheers!

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    office

    We track our donations, church use income and preschool student income through Breeze, is there a way to separate these categories out when printing statements so we only print donations and not income?

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    Stephen Ivey

    @office

    Yes! Simply select the Funds that would like to be included on the Statement from the contributions Reporting, then Print/Email your statements from there! 

     

    If you have any additional questions, please let us know!

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    didaktos

    Is something like this possible? We want to summarize both the amounts by fund by family member, but also have totals by family member and the total for the entire family on one report?

    Tax-Deductible Amounts Given to Each Fund by family member:
    [funds_summary:amount:family_member]

    Total Tax-Deductible Amounts Given by family member:
    [amount:family_member]

    Total Tax-Deductible Amounts Given by the entire family:
    [funds_summary]
    [amount]


    (It would be helpful if there was an easy to find FAQ listing all of the commands for report templates.)
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    Stephen Ivey

    @didaktos

    Great question here! Unfortunately, this functionality isn't possible within Breeze. However, it might make a great feature request! Submitting Feature Requests

    Cheers!

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    bharkcom

    Can you adjust the column width on a giving statement?

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    bharkcom

    Can you print giving statements for just children?

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    Stephen Ivey

    @bharkcom

    Unfortunately, there is no Functionality from marching control within statements. Depending on your browser, you could have some flexibility here on the print preview. Browsers like Google Chrome provide some extra functionality here that could be useful for you!

    Additionally, you can print statements just for people listed as children in your database if necessary!

    Cheers!

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