Donor Standard Statement

Standard Statements are just that, standard. If you'd like to see a change to the Standard Statement, add it as a suggestion to the Idea Board and whip up those votes!

Note: Standard Statements are not customizable through Professional Services.

Headers & Footers

The Program's Statement Header and Accounting Company's Statement Footer display on the Standard Statement.

Note: There is limited header space, so get creative with the Program name, but keep the Statement Header short and sweet.

Versions

This report comes in two versions: All Records and Selected.

Image with the two Donor Standard Statement report options.

Parameters

Set parameters for your Donor Standard Statements.

The reports are rendered according to configurable parameters set in the report and values set on accounting company page.

Report Parameters

Image showing Donor Standard Statement parameters.

Accounting Company: Select the Accounting Company.
Gave at Least: This is the minimum amount that needs a report.
Sort Order: The postal (address) or Name.
Stmt Yr: This defaults to the current year.
Note: This field is required if you launch the report from the Accounting Companies page.
Print: The number of pages to print (1, 2, 3, 4+ pages).
Show:
- Item Number: This parameter is only available if Summary Columns in the Accounting Company record is set to a value other than 1. By default, this box is not selected.
  - If you select the Item Number check box, the report displays the item number if there is one present. If an item number is not present, the report displays the payment type.
  - If you leave the Item Number check box cleared, the report displays the payment type for applicable donations.
- Printed Date: The current date.
- Archived/As of Date: The statement's Last Change by Routine date.
- Logo: The default file attached to the Accounting Company.
- Letter: Sources from the Accounting Company.
- Envelope #: The donor's envelope number.
- Lines: This lays a grid over Donations.
Group/Segment: Statements are broken into groups of up to 1,000 per year and Accounting Company to create smaller batches of statements to run at one time. For example, if there are 5,420 statements this year for your Accounting Company, you can select one of six segments to generate and print.

Accounting Company Parameters

Image showing Accounting Company parameters for Donor Standard Statements.

Rows Per Page: This is the number of donation rows (15 to 30) that can fit safely on a single contribution statement page. We recommend 26 rows.
Summary Columns: This is the number of columns (one to six) on your statement that summarize Statement Headers. For example, if set to four, the statement explicitly lists the first three Statement Headers and summarizes the Donations to Programs under those headers respectively. The final column is "Other."
Note: If you select "one" Summary Column, the statement lists each donation distribution, instead of each donation.
Formal Salutation: If set to Yes, the greeting appears above the address block of the Donor Statements using the Donor's title and First Name, rather than the Nickname.
Alternate Pledge Campaign: A second, additional campaign for which a donor sees their pledge recap, including their pledge balance in the top corner of their donor statement.

Note: If values are set outside of the acceptable ranges, error messages display when attempting to save the record. If you receive the error message when attempting to save an Accounting Company's record, confirm the parameters are within the acceptable range and re-save the record. See Standard Statement Troubleshooting for additional information.

Pledge Campaigns & Alternate Pledge Campaigns

Donations made to a pledge campaign or alternate pledge campaign display on the Standard Statement.

Archived Statements

The Standard Statement shows the Archived Campaign and Alternate Archived Campaign from the Statement record.

Unarchived Statements

The Standard Statement shows the Pledge Campaign and Alternate Pledge Campaign from the Accounting Company record.

Pledge Name

The Nickname field in the Campaign and Alternate Campaign. If the Nickname field is empty, the Campaign Name or Alternate Campaign Name is used.

Preview

Preview what your Donor Standard Statements will look like when you run them.

The parameters you select change the appearance of the Donor Standard Statement, so choose what works best for your church.

Item Number

To display the item number if there is one present, select the Item Number check box. If there is not an item number present, the report displays the payment type.

To display the payment type for applicable donations, leave the Item Number check box unselected.

Archived Date

Want your Donors to see when their donation was archived? Select the Archived/As of Date option in the Show drop-down list.

Select All

And if you want to cover all your bases, check the (Select All) option in the Show drop-down list.

Household Statement

If your Donors selected Statement Type Family, both Heads of Households and their contributions display on the Donor Standard Statement.

MinistryPlatform

What would you like to know more about?