Standard Statement Reports
The Donor Standard Statement (All Records and Selected) is available from Accounting Companies, Donors, and Statements pages. The reports are rendered according to configurable parameters set in the report and values set on Accounting Companies. See Donor Standard Statement to read up on setting up your configurable and Accounting Companies parameters.
And finally...
- Using the My Contribution Statement Widget, authenticated Users can view and download PDFs of their giving statements and update their Statement delivery method.
- Statements are generated and kept in an archived state, so any Contact who has ever donated must have a Household. This includes deceased contacts. If the Contact does not have a Household, one will be created for them via the routine. Remember this when using the Deceased Person Tool.
- Fields that may be frequently affected by the routine are not recorded in the Audit Log:
- Donations
- Donation Distributions
- Statements
- Periphery items affected by the routine are recorded in the Audit Log:
- Households
- Donors