Statement Emails and Exports
After your statements have generated, a list displays of the number of emailed statements as well as the number of exported PDF files.
You can email statements to contributors if their email addresses are included in their Realm profiles. If you choose to email their statements, know that it's an automatic process once your statements have generated. Click the number of statements that were emailed to see if the recipients read their email. You can also filter by those who have and have not read their emails.
For those who haven't read their emails, you may want to send the email again or print a PDF of their statements to make sure they see it.
If a contributor doesn't have an email address or you prefer to deliver statements by mail, you can export a PDF document.
For contribution statements, you can upload a CSV of your statements to fulfillment services here at ACS Technologies, so we can mail them for you!
View and Print a Statement's Export
View previously generated contribution or pledge statements. Go a step further, and print or download all gifts within a statement directly from the statements list.
- You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Either select the Contributions tab for contribution statements or Pledges for pledge statements.
- Click next to the statement you want to view and select View Export. A preview of your statement displays.
- Click the printer icon for a physical copy or Download for a PDF file.
Check for Unread Emails
Check for unread contribution and pledge statement emails.
- You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
Deactivate an Emailed Statement
If incorrect statements were emailed to contributors, deactivate them. When you deactivate emailed statements, all links to the statement expire.
- You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
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.
- You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Either select the Contributions tab for contribution statements or Pledges for pledge statements.
- If you emailed statements to your contributors, click the number of emails under the Emailed column.
- 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.
- Click Select an Action, and select Export.
- Select the Sort Order and click Export. A preview of your statements displays.
- Click the printer icon for a physical copy or Download for a PDF.
Send a Statement Email Again
Email statements to contributors again who lost their original email.
- You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Either select the Contributions tab for contribution statements or Pledges for pledge statements.
- If you emailed statements to your contributors, click the number of emails under the Emailed column.
- All the individuals are selected by default. If there are individuals you do not want to email again, clear the check boxes beside those individuals' names.
- Click Select an Action, and select Resend Email.
Export a Statement Again
Export statements and mail them again.
- You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Either select the Contributions tab for contribution statements or Pledges for pledge statements.
- If you exported giving statements, click the number of exports under the Exported column.
- All the individuals are selected by default. If there are individuals you do not want to export statements for again, clear the check boxes beside those individuals' names.
- Click Select an Action, and select Export.
- Select the Sort Order for the export, then click Export. A preview of your export displays.
- Click the printer icon for a physical copy or Download for a PDF file.