To generate a PDF statement for a single donor:
- Navigate to the donor's record.
- Click "Export PDF"
To generate a batch of PDF statements for a date range:
- Navigate to the Donors tab
- Click Statements
- Click "New Giving Statement"
- Select
the year and the period that you'd like to report on. For example,
select "2019" and then "Q1" to generate a statement including January,
February, and March of 2019.
- Click "Generate Statement"
- Depending
on the amount of data, the report may take a few minutes to generate.
You'll receive an email when it's finished. You can also reload the
Donors/Statements page to update the status of your report.