How to a Create Contribution Detail Statement Report

A contribution detail statement provides an itemization of contributions made by donors to funds during the user-specified time period. This topic shows you how to set up and create a report that contains a donor letter (if desired) and a separate statement for each donor.

IMPORTANT

Before a Contribution Detail Statement report can be created, options that make the report content available must already be configured. For instructions on configuring report content, go to How to Configure Donor Report Content. Then, when ready to create a report, return to this procedure.

In the Navigation Bar, select Reports. In the Reports group, select Donor to open the Donor Reports page.
In the Donor Report dropdown list, select the Contribution Detail Statement Report option.

Set up the report. For descriptions of the setup options, go to Setup Options for the Contribution Detail Report.
If desired, you can apply filters to determine what records should be included in the report. To apply filters to a report, complete the following:
1. Click this button in the upper-right corner: . From the displayed menu, select this option: Filters.
2. The Report Filters window has two tabs: Include Contribution Types and Other Filters. On each tab, select the filters you want to apply.
  
  For descriptions of the filters, go to Filter Options for Donor Reports.
3. Click to save your filter selections and exit the window.
To generate the report, click . Then, select the desired format for the report:
- Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in an .xls layout. Choose this option if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel.
- PDF: the PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the .xls version and is a more suitable option when you need a document that is easily read.
After you submit a report for processing, the system estimates the time it takes to generate the report. For information on how the system handles report processing, go to How the System Handles Long-Running Reports.
Follow your browser's instructions for opening the downloaded report.

How to a Create Contribution Detail Statement Report

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