Export Contributors with Statements

New ImageWe designed the contribution statements to fit in a #9 window envelope to make it easy for churches to fold and stuff them without having to match the envelope to the statement. However, some of you have asked specifically for the ability to generate labels. Also, we’ve had requests to be able to find out which donors did not have a statement generated for them. With one little check box, we’ve done both!

On the page where you generate the statements each quarter / year there is a check box labeled Export Contributors Only. This will give you an Excel file that will match the list of donors that will receive a statement for that date range.

This is documented in the help file for Contribution Statements with a couple of use cases outlined.

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