What would you like to know more about?

Export Statements to CSV

Export statements to .csv when you want to use our Fulfillment service here at ACS Technologies.

  • You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
  1. In the top-left corner, click your site name then Realm. Then click Giving > Statements.
  2. Click Generate Contribution Statement.
  3. Enter a Description and Date Range.
  4. Add comments in the Customize Messaging area or leave this field empty if you don't want comments to display in the CSV file you generate.
    Note: If you copy and paste information into the Customize Messaging area this can cause your CSV to fail.
  5. Select your statement type and what you want the statement to include.
  6. Use the Individual Query Filter to view the statements of a selected group.
  7. Select Export as CSV as your statement output and click Generate.

Save your CSV export.