Extract Statement Data
Extract statement data for fulfillment services..
For first class mail, the file name must begin with CF. The file name must also contain your six-character site number and a two-digit number for the month being extracted. For example, CF8888806, CF. Enter this file name in the Filename (Req) field in Report Options.
- Under Searches and Reports, click the Reports tab.
- In the drop-down list, select Contributions Reports and click Go
.
- In the upper sidebar, under Contributions, expand Extracts.
- Select Charitable Contributions Extract or Flex Statement Extract, then click Customize.
- On the General tab, select the date range.
- On the Report Options tab, select each option you want to include in the extract.
- In the Filename (Req) field, enter CF for first-class mail. The file name must also contain your six character site number and a two-digit number for the month being extracted.
- Click Extract. ACS builds the extract file.
- Select a directory to store your extract file, then click OK.