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How do I generate giving statements for multiple people?

Describes how to generate giving statements for the entire church or for a subset.

Updated over a week ago

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.

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.

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