You will need the Full Read Contributions permission to generate statements for other people. Generating statements from a query also needs Reporting.
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 the people you want.
If your account has more than one organization, statements run one per organization per donor. A donor who gave to two organizations gets two statements, not one combined statement.
Generate for the Entire Church
To get started, select Contributions > Transactions in the left-hand navigation and then select the Generate Statements button.
A pop-up appears, similar to the one you see when downloading an individual statement. How do you generate end-of-year giving statements? explains the options in more detail.
Generating Based on Criteria
Note: This generates giving statements only for people who have a profile in the system. To include guest transactions from donors without a profile, use the previous section, "Generate for the Entire Church."
Open the People Query Builder by selecting Reporting > Query builder in the left-hand menu.
Build a query that returns the people you want statements for, and confirm the results.
Click the Bulk Actions menu, and then Giving Statement.
In the pop-up, specify the details for the giving statements, then click Generate. To see who will receive the statements, click View Deliverability at the bottom of the window.
With more than one organization
Once your account has more than one organization, statements follow the organization that received the gifts.
One statement per organization
Statements run one per organization per donor, including donors who only made a pledge.
Statement emails go out in that organization's name and with its reply-to address. Receipts use the gift's organization.
Which donors are included
A bulk run picks donors by your campus selector. Each picked donor's statement is still complete for that organization, including gifts at campuses you cannot otherwise see. What is the campus selector? explains the campus selector.
What each statement shows
Each statement prints that organization's own details. If the default organization leaves a contact field blank, the account's details are used instead. Another organization's blank fields stay blank.
A statement receives two images: the organization's logo from Edit Organization, and the statement logo from Contributions > Settings > Options. The statement prints the statement logo when one is set. Otherwise it prints the organization's logo beside the organization's name.
Tip: Before you run statements, check each organization's contact details in Edit Organization. Blank fields on any organization other than the default stay blank on its statements.
While your account has one organization, statements carry the account's name, EIN, phone, email, website and address.