Statements

Print statements for each contributor at any interval desired (monthly, quarterly, annually, and so forth). Refer to Modify > Statement Design to customize a predefined statement format.

Report Preferences

1. Select the Statement Design from the drop-down list.

Filters

Complete the following filters as needed:

1. Begin Date: Choose the begin date.
2. End Date: Choose the end date.
3. Individuals To Print

Note: The "Budget Pledge" uses the purpose in column 1 on the Columns tab to determine the pledge amount.

4. Tag:
   • Exclude?: Excludes selected tags.
5. Minimum $ Amount: Include donors who have given at least this amount in the calendar year from January 1 through the End Date.
6. Base Minimum $ Amount on Date Range? Include donors who have given at least this amount between the Begin Date and the End Date.
7. Pledge Due at End of Period?
8. Include Anonymous Gifts?
9. Run Sample of Only 10?

Options

Complete the following options as needed:

1. Statement Date
2. Sequence For Statements:
   • Name
   • Postal Code
   • Envelope Number
3. Format Gift as Currency?
4. Email Statements?
   • Send Statements without PDF Security?
   • Send Email To All Addresses On File?
5. Email Message
6. Header Comment:
   • Header Comment Only on First Page?
7. Footer Comment:
   • Footer Comment Only on Last Page?
8. Memo

Columns

The number of columns allowed depends on the statement design. You can specify the column headings and then choose the purposes to include in each column. All purposes not designated for a particular column are displayed in the Other column.

1. Choose Columns 1-9 and type a Name (for example, Missions).

Note: The column identifier (1–9) indicates which physical column of the statement the amount prints in. If you leave these headings blank, the headings set up in Modify Statement Design are used. If you have a purpose with both tax-deductible and non-tax-deductible gifts and want them to print in separate columns, leave these columns blank and set them up in Modify Statement Design.

2. Repeat for each column.
3. Print pledge on statement?: Yes, No, or Yes With Balance.
4. Include prior year(s)?
5. Include only if the pledge exists?
6. Select the column for each Purpose by clicking the appropriate checkbox (es) in the grid.

Report

1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information.
2. Click the Close Cancel button to return to the dashboard.

Updated July 15, 2026 04:07