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ACS Fulfillment Services

Extract Statement Data

Extract statement data when you want to use our Fulfillment service here at ACS Technologies.

With the Charitable Contributions Extract and Flex Statement Extract, you can extract your statement data. Then, upload this information to the client portal so the Fulfillment Service can print and mail your statement.

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.

  1. Under Searches and Reports, click the Reports tab.
  2. In the drop-down list, select Contributions Reports and click Go .
  3. In the upper sidebar, under Contributions, expand Extracts.
  4. Select Charitable Contributions Extract or Flex Statement Extract, then click Customize.
  5. On the General tab, select the date range.
  6. On the Report Options tab, select each option you want to include in the extract.
  7. 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.
  8. Click Extract. ACS builds the extract file.
  9. Select a directory to store your extract file, then click OK.

Last updated: June 13, 2024