Export Emailed Statements to PDF

If over time, a number of emails aren't read, you may want to export the statements of those unread emails as PDF files that you can mail to your contributors instead.

  1. Sign in as an administrator or user with the appropriate permission.
  2. In the top-left corner, click your ministry hub then Realm. Then click Giving > Statements.
  3. Either select the Contributions tab for contribution statements or Pledges for pledge statements.
  4. If you emailed statements to your contributors, click the number of emails under the Emailed column.
  5. All the individuals are selected by default. If there are individuals you do not want to export statements for, clear the check boxes beside those individuals' names.
  6. Click Select an Action, and select Export.
  7. Select the Sort Order and click Export. A preview of your statements displays.
  8. Click the printer icon for a physical copy or Download for a PDF.