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Replying to:
MaryLurleenM
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We're still unable to generate end-of-year donor statements, NancyJ317.

 

However, we have a workaround you can use. Create a transaction statement or pulling up the Sales by Donor Detail report to get the details you need per donor.

 

Here's how to create a statement: 

  1. Click + New from the left menu. 
  2. Select Statement under Other.
  3. Choose Transaction Statement as the Statement Type.
  4. Set your desired period and choose the recipients.
  5. Select Print or Preview at the bottom or select Save and close when you're done.

To create the Sales by Donor Detail report, refer to the steps below: 

  1. Click Reports on the left panel.
  2. Type Sales by Customer Detail on the search box.
  3. Click the Customize button in the upper right-hand corner.
  4. Maximize the Rows/Columns section, and then click the Change columns link.
  5. Check the box for Donors.
  6. Click Run report.

You can also check out the App Center to check if there are available apps that can generate donor statements.

 

Let me know if you have other questions.

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