Contribution Statements can be generated from either the Giving Screen's Report menu, or from Reports on the People Screen.
When you generate statements from the Giving Screen, a statement will be generated for each family (or individual) who has given a tax-deductible donation during the date range.
If you generate statements from the People Screen, only names in the selected Smart List, or that are checked, will be included. When generating a Contribution Statement, you'll select whether to Print or Email the statements (People Screen only). You'll also select whether to generate one statement per family (this is default), or one statement per individual. Although contributions are entered by individual, when you choose to print one statement per family, all contributions from family members are combined into a single report.
To begin, go to the People Screen and select the Smart List that contains the names you want to use, or manually check the names you wish to use. Select the Reports tab and choose "General Reports".
Choose the Contribution Statement option, then change "Print" to "Email". After selecting "View Report", the application will generate a report for you showing which names were emailed successfully.
Hi! I can help you find answers in our support articles. You can also get connected to our support staff from this page.
How can I help?