You will need the Full Read Contributions permission to perform this action.
There are two ways to download multiple giving statements at once. You can either download them for the entire church, or you can create a report query to target specifically the ones you want.
In Version 7
Generate for the Entire Church
To get started, click on "Contributions > Transactions" in the left-hand navigation and then select the "Generate Statements" button.
A pop-up will appear similar to the one you see when downloading an individual statement.
Important: See How do you generate end-of-year giving statements? for additional details
Generating Based on Criteria
You will need the Reporting permission to perform this action.
Important: This will generate giving statements ONLY for people who have a profile in the system. If you are interested in including guest transactions (i.e., donors without a profile), please see the previous section, "Generate for Entire Church."
Navigate to the People Query Builder by selecting Reporting> Query builder in the left-hand menu. Construct a query that returns the desired recipients. Confirm the results and then click on the Bulk Actions menu, and then Giving Statement.
A pop-up will appear where you can specify the details for the giving statements. Once finished, click Generate. If you're interested in seeing the recipients of the statements, click on the View Deliverability at the bottom of the window.
In Version 6
Generate for the Entire Church
Click on Contributions > Transactions in the left-hand navigation and then click on the "Generate Giving Statements" button.
A pop-up will appear similar to the one you see when downloading an individual statement. Complete the options and then click on the button at the bottom.
Important: depending on how many transactions there are, this could take a while.
Generating Based on Criteria
You will need the Reporting permission to perform this action.
Important: This will generate giving statements ONLY for people who have a profile in the system. If you are interested in including guest transactions (i.e., donors without a profile), please see the previous section, "Generate for Entire Church."
Navigate to the People Query Builder and construct a query that matches the people you are interested in downloading giving statements for. Once done, click on "Giving statement" in the actions menu.
A pop-up will appear where you can specify the details for the giving statements. Once finished, click on "Download" to download the giving statements for all the people returned in the query. If you're interested in seeing who they are, click on the "who?" link at the top of the pop-up.
Generating a query for emails
To generate results relating to person profiles with email addresses, go to Reporting > Query Builder in the left-hand navigation menu, replicate the query as shown below, set columns as First Name, Last Name, and Primary Email, and click on View Results.
