To generate a PDF statement for a single donor:

  1. Navigate to the donor's record.
  2. Click "Export PDF" 

To generate a batch of PDF statements for a date range:

  1. Navigate to the Donors tab
  2. Click Statements
  3. Click "New Giving Statement"
  4. 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.
  5. Click "Generate Statement"
  6. 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.