Statements

The Statements report displays Activity, Annual Pledge, Monthly Pledge, Receipts To Date, Receipts This Month, Pledge Remaining, and % Paid. Sub-Activity amounts print below the Parent Activity if they exist.

Filters

1. Complete the following options as needed:
   • Churches To Print
   • Area: choose from the drop-down list.
   • Region: choose from the drop-down list.
   • District: choose from the drop-down list.
   • Activities To Print:
     • Print all activities
     • Print only activities with pledges or payments
   • Print Pledged/Remitted: choose from the drop-down list:
     • All: includes all churches in the Remittance application.
     • Remitted or Pledged: includes churches that remitted in the date range and churches that have a pledge in the date range. Note: this is the most common choice.
     • Remitted all: includes churches that remitted in the date range.
     • Remitted only: includes churches that remitted in the date range but do not have a pledge.
     • Pledged all: includes churches that have a pledge in the date range.
     • Pledged only: includes churches that have a pledge in the date range but have not remitted in the date range.
     • Not Remitted or Not Pledged: includes churches that have not remitted in the date range and churches that do not have a pledge in the date range.
   • Begin Date: the date range entered in the Begin Date and End Date fields determines the sum of transactions displayed under the Received This Month column.
   • End Date
   • Include Inactive Pledges?
   • Include Giving Receipts Associated With Inactive Pledges?

Options

1. Complete the following options as needed:
   • Change Appearance?: select the checkbox to change the font type and size. A drop-down option controls the white space between columns by percentage.
   • Statement Date
   • None
   • Email Statement:
     • Export as PDF File - Send Statements without PDF Security?: sends statements without requiring the recipient to enter the last 4 digits of their church's phone number.
     • Send Email to All Addresses On File?: sends the statement to all email addresses on file for the church.
     • Email Message
   • Export as PDF Files: creates a .zip file when Run Report is clicked, containing individual .pdf files for each statement.
   • Print Church Id as:
     • Person Id
     • Alternate Id
     • Conference Number Name
   • Sort Order:
     • Church
     • Alternate Contact 1
     • Alternate Contact 2
   • Footer Memo

Report

1. Click Run Report to generate a preview. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all report preferences to their default values if needed.
2. Click Close Report to return to the dashboard.

Updated May 26, 2026 17:07